Add Employees Individually

To enter information about your employees who will be involved in pursuing opportunities and, for those employees who require access to Deltek CRM, to enter their user names and passwords and assign a security role, go to the Users area in the Configuration workspace.

Alternative: If your employee information is available in an application from which you can download data to a .CSV (comma-separated values) file, you can add your employees more efficiently by importing them from a .CSV file rather than entering them one by one in the Users area as described below. You can run the import process using either the Import from CSV link in the Users area or the Import Employees from CSV link in the Integrations & Imports area.

To add an individual employee, complete the following steps:

1. In the Configuration workspace, click on the left edge of the Deltek CRM page to go to the Users area.
2. Click + Add Employee below the grid. A blank row displays so you can enter employee information.
3. In FULL NAME, enter the employee's first name and last name in the normal sequence and separated by a space.
4. If you want to change the default status of the employee (Active), click the icon in STATUS and select the status.
5. If you are using business units, select the employee's business unit in the BUSINESS UNIT field.
   You have two options:

   • To select from a list of business units with names that contain a specific sequence of characters, type the characters in this field and pause.
   • To specify the business unit by selecting the values for each of the business unit levels, click in this field to display the Edit Business Unit dialog box. In the grid on that dialog box, select the code you want from the list for the first business unit level. The grid then displays the list of codes for the next lower level. Continue selecting codes until you have selected all codes that make up the business unit. (You can also use the field above the grid on the Edit Business Unit dialog box to search for the business unit by typing one or more characters from the business unit name.)
6. Enter the employee's work phone number and email address.
7. Hover over the row and click .
8. On the Employee Information dialog box, enter any additional employee information that you want to have available in Deltek CRM, and click Save. If you enter a preferred name, it automatically replaces the employee's first name in the FULL NAME field and elsewhere in Deltek CRM.
9. If the employee requires access to Deltek CRM, do the following:.
   1. Hover over the row and click .
   2. On the User Set Up dialog box, enter the employee's user name and default password for Deltek CRM and assign him or her a security role that provides the appropriate level of access.
   3. Click Save.
10. Repeat steps 2 - 10 for each additional employee.