This will guide you through the process of adding and managing employees in your workspace as an administrator. This comprehensive guide will ensure that you can effortlessly invite team members, set their permission levels, and efficiently manage their details. Let's get started!
1. Accessing the Employees Module:
To begin, navigate to the Employees module on the left-hand side of your workspace. Here, you'll find a comprehensive listing of all workspace employees. By default, the filter displays active or invited employees, but you can remove the filter to view archived employees.
2. Adding a New Employee:
To add a new employee, click "Add New Employee" in the top right corner. Fill out the required fields, including Name, Account Type, Billable Role, and Email. Administrators have full workspace access, while other account types like Project Executive and Project Manager have limited project access.
3. Setting Employee Details (optional):
Office Location: Assign an office location to the employee. Office locations are created in company settings.
4. Inviting Employees:
After filling out the employee's details, click save to send them an invitation to join your workspace. To re-invite a user, go to the listing page, select the employee, go to actions, and click "Send new password."
5. Editing Employee Details:
You can edit employee details by clicking the edit button at the top right corner.
6. Exploring Employee Detail Tabs (optional):
a. Working Hour Rules (Rules Tab): Define working hour rules, such as overtime thresholds for timesheets exceeding 40 hours.
b. Administrative HR Information (HR Tab): Store administrative HR information for the employee.
c. Bio Summary and Education (Bio Tab): Add years of experience, bio summaries, education, and certification details.
d. Business Units and Custom Fields: Assign the user to affiliated company business units. Additionally, add custom fields to the user if your company utilizes this feature.
7. Archiving an Employee:
If you need to archive an employee, you can do so by going to actions and clicking "Archive Employee."
8. Viewing Employee Projects and Project Items:
In the employee profile view, the Projects tab allows you to view the projects an employee is assigned to. The General Items tab allows you to view specific project items that the employee has been assigned, such as tasks or documents.
Need additional Guidance? Watch this step-by-step video: