Add Employee
Path: Employee > List > +Add (/employee/employeeList)
Operations:
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Manually entering basic information:
- Display name, Employee Code, Surname, Given Name, Mobile number, Personal email, etc.
- The email must be unique; if the email is already used by another employee, it must be changed to an unused email before creation.
- Fields marked with an asterisk are required; otherwise, creation will fail.
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Bulk import of basic information:
- Employment Information cannot be bulk imported and must be configured per record. Other employee information can be filled via a template and then bulk imported into the system.
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Bind Employment Information:
- Employment Information must be configured manually and cannot be bulk imported; fields marked with an asterisk are required.
- Job position and rank are added in
Employer>Position Settings. After adding, they can be selected from a dropdown. - Direct supervisor must be within the same employer as the newly added employee to be selectable.
- Select the assigned Holiday Group and Attendance Group.
- After saving, follow the login instructions shown by your workspace when inviting the employee.
Change Request
Path: Employee > Change Request > Pending Approval > Select corresponding employee > Approve
Operations:
- If an employee submits a change to personal data, the assigned approver can review it in Pending Approval. After approval, return to Employee List and confirm the updated details.
Resignation List
Path: Employee > Resignation List > +Add
Operations:
- If an employee leaves, add the new record and fill in the type of off-boarding, select employing company, select department and other information.
Administrator Role and List
Add administrator role:
- Path:
Employee>Administrator>Role>+Add - Operations: Choose the permissions for the role.
Add administrator roles for employees:
- Path:
Employee>Administrator>List>+Add - Operations: Administrators with roles can log in to the PC to view their own data and the data of their subordinates.