Purpose: To guide you through the process of adding or deleting a non-employee user in your company's account, providing clear instructions and important considerations for managing these external users.

Table of Contents

• Add a non-employee user
• Delete a non-employee user

Non-employee users are typically outside users who need access to your company's account for certain tasks but do not need an employee profile. There are a few things to remember about these users as they are not considered the same as employees in your account.

1. Access levels: Non-employee users should be in a custom or Full Admin access level. This is because users in employee access levels can only see their own profile, which non-employee users do not have. ​Since employees cannot report to non-employee users (this would break critical functions like the org chart and Performance Management), putting them in a manager access level would not be useful.
2. ​Account Owner: You can assign a non-employee user as the Account Owner.
3. Company directory & org chart: Non-employee users will not show up on the employee list, company directory, and org chart.
4. ​Approvals: Non-employee users can be part of the approval process for information updates, time off requests, and custom approvals.
5. On/offboarding: ​Non-employee users can have onboarding and offboarding tasks assigned.​
6. ​E-signatures: Non-employee users can be a signer as "Specific Person" on an e-signature template, but they cannot be a signer as "Employee."
7. Billing: You will not be billed for non-employee users.
8. Display name: ​Non-employee users' names will appear as {Last name} {First name} on the list, even though the display name settings may be different, such as ({First name} {Last name}).