Admin/Manager > Employees page [Guide]
Navigation | Add new employees | Mass employee updates | Edit employee record | System settings | Views | Resources
This page is designed so you can manage your employee records in the system.
Adding new employees
When adding new employees, you can select the option to Copy Settings From Another Person to simplify the amount of setup.
Mass updating existing employee records
If you click on the checkbox for the employee row(s), you will then see the Update Employee Fields button appear. Upon clicking this button, you will then have the ability to update a variety of fields for all the selected rows.
Edit an existing employee record
Simply click on a row to open that employee's record.
From the employee record, you can adjust details, and settings and see what transactions are linked to under the Connections section.
This section allows you to edit the columns of the main employees' page, along with Grouping Options.
From More, click on System Settings.
From here you can adjust the Display Options of the page and Edit Columns.
The Views section allows you to have multiple custom reports of employee data.
NOTE: There is a Custom Report Dataset called Employee Data that you can use to create reports, such as an employee phone or address directory. This way you do not give users access to the actual employee records with the ability to edit them.
From More, click on Views.
Click on a View.
This will open the customizable report of that View.