The Employees list keeps records with information about persons who work for your organization according to the employment contracts. These records allow setting up relations between employees and counting your employee work schedules and time of absences.

See Administrator Actions to learn more about managing the Employees list.

Create a new employee


Role required: admin.

To create a new employee record, complete the steps below:

  1. Navigate to Organization → Employees.
  2. Click New and fill in the form. 
  3. Click Save to apply the changes.
  4. When the SimpleOne administrator adds a new employee to the list, the system automatically creates a User record. To configure the user access to the system, follow the steps below:
    1. In the hamburger menu, select Views → User.
    2. In the view appeared, set all detailed information about employee account and login settings.
  5. Click Save or Save and Exit to apply the changes.
The Employee form fields
FieldMandatoryDescription
LoginYAn Employee's login.
First NameYAn Employee's first name.
Middle NameNAn Employee's middle name.
Last NameYAn Employee's last name.
Job TitleNEnter a person's job title.
VIPNSet this checkbox active to mark the Employee as a VIP person.
EmailYEnter the Employee's email.
ManagerNSelect a User record from the list to assign an Employee's manager.
CompanyYSpecify a company as an employer.
SectionNAssign an Employee's working section from the list.
UnitNAssign an Employee's working unit from the list.
PhotoNUpload a person's photo.
GenderNChoose a male or female gender.
Date of BirthNEnter a person's date of birth or use the calendar button to establish the date.
Mobile PhoneNEnter the mobile phone number.
Business PhoneNEnter the business phone if necessary.
LocationNDetermine an Employee's location by choosing it from the Location list.
TimezoneYSpecify a timezone by selecting it from the list.
Work ScheduleYAssign a Schedule choosing it from the Schedules list.
NotesNEnter additional information about an employee if it is needed.
Main RepresentativeN

Select the checkbox to make an employee the Main Representative of the company. There can be only one representative selected per company. 

The field is activated only if the table class specified in the Company field is not defined in the simple.employee.main_representative.excluded_company_classes system property.

Related Lists
User GroupNThe list of groups assigned to user related to the current employee record.
User RoleNThe list of roles assigned to the employee and inherited from the user record.


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