The list of employees stores records with the information about people who work for your organization 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
Role required: admin. |
To create an employee record, complete the following steps:
- Navigate to Organization → Employees.
- Click New and fill in the fields.
- Click Save to apply the changes.
- When a 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 these steps:
- In the hamburger menu, select Views → User.
- In the view that 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 employee. | |
| 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 | Specify an employee's working section. | |
| Unit | N | Specify an employee's working unit. | |
| Photo | N | Upload a photo. | |
| Gender | N | Choose a gender. | |
| Date of birth | N | Enter 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 | Specify 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 | Specify a work schedule. | |
| Main representative | N | Select the checkbox to make an employee the Main representative of the company. There can be only one representative selected per company.
|
Related Lists
- User Group – contains the groups to which the current employee belongs.
- User Role – contains the roles assigned to the employee and inherited from the user record.
- Tickets – contains the tickets where the employee is the caller.
- User Projects – contains the projects the employee participates in. You can add this related list to the form if you installed SDLC.