17. Create employee/traveller

Requirement for adding employees:

Departments and the desired branch must already be created. In addition, the administrative right to create employees is required.

Via → Administration → Employees

Click on "Create employee". Via this menu item you can also search for employees and change their data.

If you create a new employee, select a branch to which that employee should belong.

Important information for setting up employees:

1. Please enter the traveller's e-mail address or personnel number under the user name, depending on the company's requirements (user names should be set up uniformly in the company).
2. If the relevant department has not yet been created, enter it under

→ Administration → Departments.

3. Enter the traveller's master data (first and last name, department, e-mail, telephone number).
4. Enter the employee's cost center under Additional data.
5. Very important: Select the "Traveller" in the "Authorization" field.
6. Ideally, you should already enter the identity card number, validity and date of birth or the BahnCard number with validity, as this automatically sets up the identification for the train journeys.
7. Enter all the first names of the passenger - these are particularly important for bookings to the USA (or flights crossing US airspace).
8. Optionally, you can store travel preferences and frequent flyer numbers.

When you select the branch and department, an additional field "Authorization" appears, where you can select whether an employee belongs to a user group or has a special role.