The Employees list keeps records with information about persons who work for your organization according to the employment contracts. These list records allow counting your employee work schedules and time of absences.
To manage the Employees records, go to the Organization → Employees menu.
The record form contains the fields below:
Personal details:
Create a new employee
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| Note |
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Role required: admin. |
To create a new emloyee record, complete the steps below:
- Navigate to Organization → Employees.
- Click New and fill in the form.
- Click Save or Save and Exit to apply the changes.
The Employee form fields
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| Field | Description |
|---|---|
| First Name |
| an Employee's first name |
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| Middle Name |
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| an Employee's middle name |
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| Last Name |
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| an Employee's last name |
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Employment information:
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| Employee ID |
| a unique ID applied to a particular Employee |
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| Job Title |
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| Enter a person's job title |
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| VIP |
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| set this checkbox active to mark the Employee as a VIP person |
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| User |
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| choose a User record from the list to bind it with a particular Employee record |
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| enter the Employee's email | |
| Manager |
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| select a User record from the list to assign an Employee's manager |
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| Company |
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| specify a company as an employer |
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| Section |
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| assign an Employee's working |
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| section from the list |
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| Unit |
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| assign an Employee's working |
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| unit from the list |
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Working schedule information:
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| Photo | upload a person's photo |
| Gender | choose a male or female gender |
| Date of Birth | enter a person's date of birth or use the calendar button to establish the date |
| Mobile Phone | enter the mobile phone number |
| Business Phone | enter the business phone if necessary |
| Location | determine an Employee's location choosing it from the Location list |
| Timezone |
| specify a timezone selecting it from the list |
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| Work Schedule |
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| assign a Schedule choosing it from the Schedules list |
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| Effective From |
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| select a date of the Employee's activity beginning |
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| Employment Status | specify the type of employment choosing one of the possible values |
| FTE |
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| choose one of the possible full-time equivalent values |
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Contact Information:
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| Contract Expires | Specify the date when the employment contract expires. |
| Interests, Hobby | specify Employee's interests |
| Notes | |
| Active |
Branch - assign an Employee's working branch from the list;
- Department - assign an Employee's working department from the list;
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