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Difficulty: starter/ novice/ expert/ legend

Content

Table of Contents
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Learning Objectives

After reading this article, you’ll be able to:

  • Create a new employee

  • Edit details of an employee

Employees

The employee functionality is currently still limited. It is possible to create employees, add private information (address, email, phone number, etc.) and to register an inflow/mutation/outflow process for employees.

Expand
titleCreate a new employee

Create a new employee

To create a new employee navigate to “Persons” in the navigation menu under the option “Contacts”


1. Click on the button “Create new person” and you will create a new contact in the category
“Employee.”

2. Fill in the details of the new contact, if a field is unclear hover over it for a help text. After filling in all
the fields press the “Create employee” button. Fields with an asterisk are required.

3. Fill in the extra details for the employee, if a field is unclear hover over it for a help text. After filling in
all the fields press the “Save and return” button. Fields with an asterisk are required.

Info

When creating an employee from a contact, Workplace Management creates a new private contact in the category 'Private contact employee'. Both work- and private contact will be linked to the newly created employee. Register the private contact information on the “Employee page”.

Contacts in the category 'Private contact employee' are also only visible for users with right credentials.

To view the employee information, select the function 'Show employee' on the contact page. This button is only visible if there is already an employee created and also the user have the right credentials to view it.

Expand
titleEmployee module/details

Employee module/page

On the “Employee module” you will have access to four different tabs:

  • General

  • Issue / Take in

  • Documents

  • Assets

General

There are five main topics with fields to be filled.

  • Employee
    The details about the employee, this is mostly taken over from the contact details

  • Private
    The private contact details, like phone number and home adress

  • Function
    The details about the function, job title, manager.

  • Contract
    The details about the contract, hire date

  • HR
    You can enter a personnel number here.

Issue / Take in

On this tab you can create “workflows” for: inflows, mutations and outflows.
For more details read the article about inflow / mutations and outflow.

Documents

On this tab you have an overview of the documents regarding to the employee. You can add and delete documents.

Assets

On this tab you can assign assets to an employee, for example a laptop or a car.

Expand
titleInflow / Mutation / Outflow

Summary

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