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