Overview
This will guide you through the process of adding and managing employees in your workspace. This comprehensive guide will ensure that you can effortlessly invite team members, set their permission levels, and efficiently manage their details.
Process
Accessing the Employees Module
Navigate to the Employees module. This page lists all workspace employees.
Adding a New Employee
Click Add New Employee in the top right corner.
Fill out the required fields:
Account Type
First Name
Last Name
Email
You may also complete any optional fields as needed.
Click Save.
Project Roles
Default Project Role and Additional Project Role
If you do not assign a Project Role, the role 'Basic' will be automatically assigned to them. Learn more about Project Roles here.
Setting Employee Details (Optional):
Office Location: Assign an office location to the employee. Office locations are created in company settings.
Job Title
Custom ID
Contact Information
Inviting Employees
After filling out the employee's details, click Save to send them an invitation to join your workspace.
Tip: To re-invite a user, select the employee from the list, open the three-dot menu, and click Send New Password.
Editing Employee Details:
To edit employee details, click Edit Employee in the upper-right corner.
Exploring Employee Detail Tabs (Optional):
a. HR Tab: Store administrative HR Details for the employee.
Date Hired
Date of Termination
Supervisor
b. Business Units: Assign the user to affiliated company business units.
c. Custom Attributes
d. Access Control: A powerful tool that helps you control which projects an employee can view or interact with.
Archiving an Employee
Select the employee from the list, open the three-dot menu, and click Archive Employee.
Export Change Log
The Export Change Log feature in the Employees module allows users to generate a detailed record of all changes made to employee data over time.
Navigate to the Employees list page.
Click the three-dot menu.
Select Export Change Log.
Once the export is ready for download, you will receive a notification.
The Employees module helps you manage employee accounts, roles, permissions, and records, ensuring your workspace remains organized, secure, and up to date throughout the employee lifecycle.