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Difficulty: starter

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

It is possible to add employees to your organization, add private information (address, email, phone number, etc.), and register an inflow, mutation, or 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”“Contacts.”


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

2. Fill in the details of the new contact, new contact’s details; 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 Save and return” Return” button. Fields with an asterisk are required.

Info

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

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

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

Expand
titleEmployee module/details

Employee module/page

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

  • General

  • Issue / Take in

  • Documents

  • Assets

The “General” tab

There are five main topics with fields to be filled.

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

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

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

  • Contract
    The details about the contract, hire date

  • HR
    You can enter a personnel number here.

The “Issue / Take in” tab

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

The “Documents” tab

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

The “Assets” tab

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

Summary

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  • When you create a new employee, a new A new contact with the category “Employee” will be created when you create a new employee.

  • You have access to different tabs on the employee module: General, Issue / take Take in, Documents, and the Assets tab.

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