Create a new employee

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

Open

1. Click on the button “Create 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’.

2. Fill in the 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 and Return” button. Fields with an asterisk are required.

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

Information on the employee card

After opening an employee card, you will have access to five 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 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

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 the employee. You can add and delete documents.

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.