Adding an employee to the application
To add an employee to the application, go to the "Employees" tab. Use the "+" button to start creating an employee profile. Fill in the required information about the employee - first name, last name, email address.
Selecting and setting the employee's role
Next, select one of the preset role options for the employee. The permissions of each role can be found in the "Company Settings" tab, in the users and roles section. In case you want to add your own role to the application, please do not hesitate to contact us. Once you have selected the appropriate role, all you have to do is choose whether you want to request the employee to update their details and choose whether you want to create active access for the employee. By selecting this option, an invitation will be sent to the employee via the above email, inviting them to join the application.
Managing existing employees
You can see the already created employees in the overview and can continue to work with them within the application. What are the options for managing individual employees and what can be edited and recorded within this management can be found in a separate section of the documentation called "Employee management process - options that can be performed on the employee detail."
Company structure and teams
You can then view the employees you have created, their positions and assignments within the company in the "Structure" section, which can also be found in the "Employees" tab.
Creating and managing teams
In the same tab in the "Teams" section, you can create your own teams or departments and then assign the employees you have created to them. After clicking on the "+" button, you simply create a team to which you can, according to your preferences, select a parent team. In the list of already created teams, you can then, using the button with the eye icon, change the basic information about the teams, change the parent team or change the list of assigned employees. You can also find an overview graphic of the structure of active teams in the "Structure" section.
Registering freelancers and potential employees
In addition to standard employees, you can also register freelancers and potential employees in the application. For more information, please refer to the documentation section "Additional employee types in the application, termination and archiving".
TIP: For more information regarding working with employees, we recommend reading the section in the documentation titled "Employee management process - options that can be performed on the employee detail."