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The
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list of employees keeps records with the information about
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people who work for your organization according to the employment contracts. These records allow
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you to set up relations between employees
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, calculate the work schedule of an employee and the time of absences.
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See Administrator Actions to learn more about managing the Employees list.
Create a new employee
| Tip |
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Role required: admin. |
To create a new employee record, complete the steps below:
- Navigate to Organization → Employees.
- Click New and fill in the form.
- Click Save to apply the changes.
- When the SimpleOne administrator adds a new employee to the list, the system automatically creates a User record.
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- To configure the user access to the system, follow the steps below:
- In the hamburger menu, select Views → User.
- In the view appeared, set all
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- necessary information about employee's account and
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- login settings.
- Click Save or Save and Exit to apply the changes.
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Employee form fields
| Field | Mandatory | Description |
|---|---|---|
| Login | Y |
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| Specify a login. | |
| First Name | Y |
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| Specify a first name. | |
| Middle Name | N |
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| Specify a middle name. | |
| Last Name | Y |
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| Specify a last name. | ||
| Job Title | N | Enter a |
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| job title of the person. | |
| VIP | N |
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| Select this checkbox |
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| to mark the |
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| employee as a |
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| very important person. | ||
| Y | Enter |
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| an email of the employee. | ||
| Manager | N | Select a |
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| user that is an employee's manager. | ||
| Company | Y | Specify a company |
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| that is an employer. | ||
| Section | N | Assign an |
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| employee's working section |
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| . | ||
| Unit | N | Assign an |
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| employee's working unit |
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| . | ||
| Photo | N | Upload a |
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| photo. | ||
| Gender | N | Choose a |
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| gender. | ||
| Date of Birth | N | Enter a person's date of birth or use the calendar |
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| to |
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| specify the date. | ||
| Mobile Phone | N | Enter |
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| a mobile phone number. | ||
| Business Phone | N | Enter |
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| a business phone if necessary. | ||
| Location | N | Determine an |
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| employee's location |
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| . | ||
| Timezone | Y | Specify a timezone |
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| . | ||
| Date Format | Specify a preferable date format for the employee. | |
| Language | Specify a preferable language. | |
| Work Schedule | Y | Assign a |
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| work schedule. | ||
| Notes | N | Enter additional information about |
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| the employee if it is needed. | ||
| Related Lists | ||
|---|---|---|
| User Group | N | The list of groups |
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| which the current employee |
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| belongs to. | ||
| User Role | N | The list of roles assigned to the employee and inherited from the user record. |
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