Employees Page Overview
The Employees Page allows for creation, management and storage of employees. Configure permissions, departments, roles and more.
Employee Profiles
- Navigate to 'Employees' or 'Employee Profiles' from the 'Dashboards'
- Use the left hand menu to select the desired employee.
- Use the filters and search bar if needed.
Creating a New User
- Click on 'Add Employee' at the bottom of the employee list.
- Input First Name, Last Name, Email, Department, and Shift Pattern; all other fields are optional and can be edited post-creation.
- Click 'Save' to finalise.
Archive Employee
- Select 'Archive Employee' from the center information card to remove the employee from the active list. You will be taken to view the archive.
- the 'Active'/'Archived' toggle is at the bottom of the employee list.
Unarchive Employee
- Open the 'Archived' Employee list from the left hand menu.
- Select 'Unarchive Employee' from the bottom of the employee details center card.
Configuring Employees' Profile
- Unless using the HR module, the available options will be:
- Pay details: (Optional) Set Hourly Rate.
- Employee Details: (Optional) Set Employment Type.
- Time and Attendance: The Primary configuration page.
- HR Modules - Contact the team to learn more.
- Sensitive Information: IRD Number, Drivers License, Medical Record, and other Sensitive Document Storage.
- Attachments: Document Upload.
- Requirements: Compliance Tracking.
Time and Attendance
- Pin Number:
- Customisable password for an employee login on the Mobile App and Kiosk. Their Email address will be their username.
- Job Details: (Optional)
- Contract Type
- Roles
- Work Start Date
- Attendance: (Available on Request)
- Add, Edit or Remove Permissions for the mobile app timesheets. Allow Employees to make corrections on their own.
- Edit Shift (In Attendance) Allow Employees to Edit their expected start and finish times.
- Allow Web Punch allow employees to clock in from a computer.
- Allow Public Holidays to disable this employees Holiday Rules/Leave.
- Job Costing:
- Set Default Cost Centres (will auto select in the mobile app).
- Reporting:
- Disable Export to stop employees from showing up in reporting (normally salaried employees).
- Set Employee Payroll Code.
- Scheduled Reporting:
- Disable Prompts.
- Mobile App:
- Enable Capture Photo Mode.
- Allow Clock in/out from the mobile app.
- Disable the Timesheet Screen from displaying.
- Administrator:
- A password must be given - this can be changed from the same location later.
- Department Permissions can be optionally assigned.
- when signing in for the first time, Admins must validate their email address.