How to get here
In the left menu, click Staff and find Employee.
You are now on the Employee list screen.
Step-by-step guide
Browse the employee table
When the screen loads, you will see a table with all employees. Each row shows: Name: The employee's full name and avatar. The email address is shown below the name in grey text. Phone number: The employee's phone number. Company: The company the employee belongs to. Role: The employee's role in the system (e.g. Admin, Manager, HR Manager). Status: A coloured badge showing the employee's current status — green for Active, yellow for Pending, red for Excluded and grey for Rejected. Click a column heading to sort the table. Click the same heading again to reverse the order.
Filter by status
Above the table you will see a row of tabs with the number of employees in each category: All: All employees regardless of status. Active: Employees with active and functioning accounts. Pending: Employees awaiting approval or setup. Excluded: Employees who have been excluded from the system. Rejected: Employees whose applications or accounts were rejected. Click a tab to filter the table immediately.
Filter by role
Find the Role dropdown above the table on the left. Click it and tick one or more roles to filter by (e.g. "Admin", "Manager", "HR Manager"). The table updates immediately. You can select multiple roles at the same time.
Search by name
Type a name in the search bar next to the Role dropdown. The table filters in real time as you type. Clear the search field to see all employees again.
View active filters
When filters are applied, a filter summary appears below the toolbar showing the number of results found and chips for each active filter. Click X on a chip to remove that specific filter, or click Clear to reset all filters at once.
Quick-edit an employee
Find the employee in the table and click the pencil icon (Quick-edit) on the right side of their row. A quick-edit form opens where you can make changes without leaving the list. Save your changes in the form, or close it to cancel.
Edit an employee (full edit)
Click the three-dot menu (⋮) on the right side of the employee's row and select Edit. You are taken to the full employee edit screen where you can update all their details.
Delete a single employee
Click the three-dot menu (⋮) on the right side of the employee's row and select Delete (shown in red). A confirmation dialog asks: "Are you sure you want to delete?" Click Delete to confirm, or close the dialog to cancel. The employee is removed from the table.
Delete multiple employees at once
Tick the checkbox on the left of each employee you want to delete. You can also click the checkbox in the table header to select all on the current page. A blue action bar appears at the top of the table showing how many are selected. Click the bin icon and confirm the deletion in the dialog.
Create a new employee
Click the New employee button in the top right corner. You are taken to the employee creation screen.
Use the More options menu
Click the three-dot menu (⋮) next to the search bar in the toolbar to see three options: Print: Opens a print dialog for the current employee list. Import: Lets you import employees from an external source. Export: Lets you export the current employee list.
Adjust table pagination
At the bottom of the table you will find pagination controls. Choose how many rows per page you want to see (e.g. 5, 10, 25). Use the arrow buttons to switch between pages. Enable Compact mode to make the rows more compact.
Do you need help?
Contact support and include information about:
The employee's name and email
What you were trying to do
When the problem occurred