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changes.mady.by.user Tatiana Valekzhanina

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changes.mady.by.user Igor Shakhbazyan

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  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 burger 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
.Employee IDA unique ID applied to a particular Employee
.
Job TitleNEnter a person's job title.
VIPNSet this checkbox active to mark the Employee as a VIP person.
UserA reference field to a User record created after adding a new Employee.Email
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 choosing it from the Location list.
TimezoneYSpecify a timezone selecting it from the list.
Work ScheduleYAssign a Schedule choosing it from the Schedules list.
Effective FromSelect the date of the Employee's activity beginning.Employment StatusSpecify the type of employment choosing one of the possible values.FTEChoose one of the possible full-time equivalent values.Contract ExpiresSpecify the date when the employment contract expires.Interests, HobbySpecify Employee's interests.Notes
NotesNEnter additional information about an employee if it is needed.
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
.EmployeeThe list of employee records related to the current one
.