Accessing Employee Page:

Click on “Employees” in the menu to open the Employees page. The page displays a list of all employees from the company divisions accessible to the user.

All types of users can add employees and manage employee data.

The Employee’s grid supports filtering, sorting, and pagination, as described in the “Data Management in Grids” section.

Viewing Employee Details:

To view detailed employee information, double-click on the employee in the list.

Adding an Employee:

To add an employee, click “Add.” A pop-up form will appear.

You need to provide Employee data, including:

EMPLOYEE DETAILS:

• Picture (optional)
• First Name
• Last Name
• ShortID (optional) – if not entered, generated by the system
• Employee Number – If the field is not filled in, the system will automatically assign a unique number.
• Color
• Company Division
• Status-Active/Inactive. Inactive employees are excluded from all parts of the system but remain available for reactivation if they are enabled again.

CONTACT DETAILS:

• Email
• Phone Number1
• Phone Number2 (optional)
• Address line1 (optional)
• Address line2 (optional)
• Zip (optional)
• Country (optional)
• State (optional)
• City (optional)

CATEGORIES AND EMPLOYMENT RULES:

• Category (optional). Add one or more
• Employment Rule

SKILLS AND VALIDITY PERIODS

• Skill type/Skill (optional)
• Expiration dates (optional) -The system will notify you in case of expiring or expired skills
• Skill Level – Select from 1 to 5, with 5 indicating the highest proficiency. Besides proficiency, the value can also indicate the employee’s experience, previous work history, or level of preference for specific types of tasks.

SCHEDULING PERIOD

• Scheduled From(optional) – The start date of the assignment’s validity for the employee.
• Scheduled To(optional) – The end date of the assignment’s validity.

It defines the general employment period of the employee within the company. The system will consider this during shift assignment and will not schedule the employee outside this period. If left blank, continuous availability is assumed.

Editing Employee Data:

Clicking on an employee in the list opens a pop-up form where you can view detailed information about the employee and make edits. You can also edit employee data by selecting the employee in the list and clicking on the “Edit” button.

Please note that you cannot change the employee’s division.

Disabling and Deleting Employees:

To temporarily remove an employee from the system, uncheck the “Active” checkbox.You can restore it at any time by reactivating the same field.

To delete an employee, select them in the list and click “Delete.”

Inactive and deleted employees are only visible in historical data.

Additional Fields:
These are fields you can create to store specialized information about employees beyond the default fields. You can make these fields visible in the employee grid through the “Cells” option, where you can select the desired field.
To add a new additional field:

• Click the “Additional Field” button.
• A tab will appear where you enter the name of the field you want to create.