In this article, you'll learn about:
Contents
Fast lane
- Resources / Employees / Overview
General
You manage your employees in the Resources section, under the Employees submenu (next to the submenus for locations and equipment). The overview lists all employees with their photo, name, address, contact details, employee competences and access data. If your account has more than one location, the employee's assigned location is shown as well.
Add employees
To add new staff, click Create employee in the upper right corner. Work through the steps Personal data, Contact details, Photo and colour, Competences and areas of work and User account. Personal data includes the employee's personnel number and name; the last step sets up the employee's access data.
Deactivate or reactivate an employee
Open the context menu of an active employee in the overview and select Deactivate employee instead of deleting their record right away. A deactivated employee is shown with the status Deactivated in the overview and can no longer log in, but their history (for example, past shifts) is kept.
To bring an employee back, open the context menu of a deactivated employee and select Reactivate employee.
Delete employee: only available from the context menu for an employee who is already deactivated and not externally managed (for example, via Active Directory). Deleting an employee is permanent.