Employees

HR > Employees

Admin > HR > Employees

The Employees page maintains your company's employee profiles. This same page displays in the HR module if you have permission. Initially you create a basic profile. After you save an employee profile the first time, multiple tabs display for you to enter additional details.

Creating Employee Profiles

1. Select the Admin > HR > Employees page.
2. Click New.
3. Enter the following basic fields in the New Employee page.
   • User Name
   • First Name
   • Last Name
   • Emp ID
   • Email Address
   • Job Title
   • Department
   • Manager
   • Employment Type
   • Employee Roles
   • Security Roles
   • Location

   

4. Click Save.
   • A new user can start using the system with just this basic information.
   • The new user is automatically sent an email with login credentials, similar to the image below.
5. Click the row of the employee profile you just created to add additional information.
   • The Edit Employee page displays.
   • Use the additional fields and tabs to maintain more details about an employee.
6. The first tab, the Personal Details tab, provides the following additional fields.
   • Hire Date
   • Termination Date
   • Birthday
   • SSN - Social security number
   • Marital Status
   • Status - If Yes, this is a current employee.

     Note: You cannot delete employee profiles. Set an employee's Status to No so you can see continue to see historical data associated with this employee.

   • Gender
   • Photo - Upload a photograph of your employee. Employee photos display on their dashboard when they login
   • Password Management
     • Reset and Email Password - Resets the user password when the user has forgotten the password. A randomly generated password is sent by email to the user.
     • Unlock User's Account - Unlocks a user account if the account has become locked after several invalid login attempts.

       Note: The user can also optionally change his or her password in the My Profile page.