Managing Employees
Last updated
Last updated
This guide is designed to assist you in navigating and overseeing your organization's HR Management with efficiency.
Initiate the process by clicking on the left sidebar button, circled below, and then select the HR Management tab, as indicated by the arrow below.
On the Employees page, commence by clicking on the 'Add New Employee' button, as highlighted by the arrow below.
In this section, you can input an employee's information, education details, job description, and more.
To ensure completeness, scroll down to view all the fill boxes.
It's essential to note that each fill box marked with a red asterisk is mandatory, while the others are optional.
In this segment, you have the opportunity to input comprehensive details about an employee, covering information, education, job description, and additional particulars.
To guarantee thoroughness, please scroll down to review all the fill boxes.
It's important to observe that each fill box marked with a red asterisk is obligatory, while the others are optional.
Upon completing all mandatory fields, proceed by selecting 'Save Information,' as indicated by the arrow below, to save the employee's details within the organization.
Returning to the Employees tab, you will encounter the 'Total Employees' list.
Click on a specific employee to access their individual employee page.
Here is John Johnson's employee page, where various actions related to him can be performed.
The General and Job Info tabs provide an overview of John's information and details.
The Edit button, highlighted by an arrow below, enables the editing of John's information.
Within the Documents tab, you can access an employee's document history, which encompasses documents the employee was assigned to review, approve, or sign in the past.
Each document's last modified date is visible, and you have the option to download and open them as needed.
Outlined below is the Overview button, which, upon clicking, displays an employee's job title, department, employment type, and contact details.
The Delete Employee button, highlighted by an arrow, facilitates the complete removal of an employee from our organization.
Crucial Note: When an employee departs from the organization for any reason, kindly update their employment type to 'Unemployed' instead of deleting them.
This practice is essential for maintaining a comprehensive record of past hires and aligns with specific framework requirements.
To navigate through the employee list, you can utilize the search bar by entering an employee's name or leverage various filters.
In the image below, the default filter categories are marked for your reference.
To broaden your filter options, click on the 'Add Filters' button, as pointed out by the arrow below.
Afterward, select the desired filter categories to augment your filtering capabilities.
Highlighted by an arrow below is the 'more options' button situated next to each employee on the list.
By using this button, you have the option to either delete an employee entirely or view their position in our
To return to the
To return to the
