When you need this
Staff Greentree surfaces need Employee Type codes for the billable company (the code list used when a Greentree employee type must be selected).
LIVE: Maintain the Employee Types catalogue (add, edit, delete, CSV). Creating a new HR Person / JC Employee in Greentree from Sprintsuite is not a live how-to here.
Before you start
Greentree integration is on and you can open Integrations for the company.
You know the Employee Type codes used in Greentree.
Steps
Open Settings → Integrations → Greentree → Employee Types.
Click Add Employee Type, enter Code and Description, then Save.
To change a row, Edit then Save. To remove one, Delete (staff currently using it will have their selection cleared).
For bulk load: Download template, fill code and description, then Upload spreadsheet (CSV or Excel). Existing codes update; new codes are created.
What success looks like
The table lists the codes this company uses in Greentree.
Employee Type pickers on staff Greentree surfaces show those codes.
If it fails
Import headers rejected → file must include columns code and description.
Code already taken → edit the existing row instead of adding a duplicate.
Empty list after upload → check the import summary (created / updated / skipped) and file type (.csv, .xlsx, .xls).