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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 add employees to your organization, add private information (address, email, phone number, etc.), and to 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” and you will create a new person,” and create a new contact in the category
“Employee.”
Note: you can only create an employee for a contact in the category “Employee”‘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

  • Workplace Management 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. You can fill in all relevant private contact information on the Employee card.

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

Employee module/details

On the “Employee module”
Expand
titleEmployee module/details
Finding an employee

Finding an employee

There are two simple ways to open an employee card.

  1. Via the menu option ‘Employees’ >Employees

  2. Via the menu option ‘Contacts' Persons > open a contact > click the ‘Show employee’ button

Info

If you do not see the ‘Show employee’ button, the contact is not of the ‘Employee’ category, or you see the button ‘Create employee’ (in which case no employee is created yet).

Image Added

Inflow / Mutation / Outflow
Expand
titleInformation on the employee card

Information on the employee card

After opening an employee card, you will have access to four five different tabs:

  • General

  • Issue / Take in

  • Documents

  • Assets

General

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 adressaddress

  • 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.

Issue

The “Issue / Take

inOn this tab you

in” tab

You can create “workflows” for : inflows, mutations, and outflows on this tab.
For more details, read further down this article.

Documents

the article about Inflow / Mutation / Outflow.

Info

Inflow, mutation, and outflow functionalities are implemented separately from the Employee module. The employee module can be used without using these functionalities.

The “Documents” tab

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

Assets

The “Assets” tab

On this tab, you can manually assign assets to an employee, for example, a laptop or a car. When using the “Issue/ Take in” functionalities, this proces is be automated.

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title

Summary

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  • line 1

  • line 2A 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 in, Documents, and the Assets tab.

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