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Understanding Personnel Types in Cerely

There are three types of personnel records that can be created in Cerely: Employee, Contractor, and External Employee. Each personnel type has a different setup process depending on how the worker is engaged and managed within your business.

Employee

An Employee is a worker employed directly by your business and paid through your internal payroll setup.

Refer to our article: How to Add an Employee

Contractor

A Contractor is an individual engaged to provide services independently and will have different financial and employment settings from an internal employee.

Refer to our article: How to Add a Contractor

External Employee

An External Employee is a worker supplied through a subcontractor or provider and linked to that external business within Cerely.

Refer to our article: How to Add an External Employee

Selecting the correct personnel type ensures the appropriate details, permissions, and financial settings are captured within the setup.