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Difficulty: starter/ novice/ expert/ legend

Content

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.

 Create 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.

 Employee module/details

Employee module/details

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 further down this article.

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.

 Inflow / Mutation / Outflow

Summary


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