Employees Overview
The Employees section is part of the Administration module and is used to manage employee records within the system. From this screen, users can view, add, edit, and remove employees, as well as search and organize employee information efficiently.
The Employees list displays all existing employees in a table format. Each row represents a single employee and includes details such as Employee Number, Short Name, First Name, Last Name, Company Name, and Entry Date. This information provides a quick overview of each employee and their associated company.
At the top of the list, users can control how many entries are displayed at once and use the search field to quickly locate a specific employee. Clicking on column headers allows sorting by fields such as name or company, making it easier to organize large employee lists.
On the right side of each employee row, action icons are available. The edit (pencil) icon allows users to modify the employee’s information, while the delete (trash) icon removes the employee from the system after confirmation. To create a new employee, users click the green plus (+) button, which opens the Add Employee form.
Adding a New Employee
Clicking the green plus (+) button on the Employees list opens the Add Employee screen. This screen is used to create a new employee record and, if needed, associate it with an existing contact.
At the top of the form, users can choose to select from existing contacts. If a contact is selected, relevant fields may be pre-filled automatically. If no existing contact is selected, the employee information can be entered manually.
The form includes fields for Employee Number and Short Name, which help uniquely identify the employee in the system. Users can also enter a salutation, first name, and last name. The Company field is required and must be selected from the available companies to associate the employee with the correct organization.
Employment-related details such as Entry Date and Leaving Date allow tracking of the employee’s tenure. Additional fields like Cost Center can be used for internal accounting or organizational purposes.
Address information can be entered, including street, zip code, city, state, and country. There is also an Additional Information field that can be used to record notes related to the employee’s location or other relevant details.
Contact information is captured through phone number fields, including country code, area code, number, and extension, as well as an email address. Finally, a system user can be assigned to the employee if applicable, linking the employee record to a user account.
Once all required information is completed, clicking the Save button at the bottom right creates the employee record. If the user decides not to proceed, clicking Back to Employees returns to the Employees list without saving any changes.