Employee management

Introduction

This section provides step-by-step instructions for using the employee management features in the application. It covers essential functions such as creating, editing, and deleting employees, and navigating and filtering the employee overview.

Employee overview

How to use the overview

The Employee Overview provides a comprehensive list of all employees. It allows you to see employee details at once and perform actions like editing or deleting employee records. Here is how to navigate and use the overview:

• Accessing the overview:
• Click on the "Employees" section in the left-hand menu.
• Select "Overview" to display the list of employees.
• Understanding the columns:
• Employee number: A unique identifier assigned to each employee.
• Name: The name of the employee.
• Contact details: The email address of the employee.
• Company: The company the employee is associated with.
• Identifier status: The status of the employee's identifier.
• Termination date: The date and time when the employee's access is ended.
• Environment: The work environment or location of the employee.

How to filter employee information

To find specific employees or groups of employees, you can use the filters:

• Company filter:
  • Click on the "Company" dropdown menu.
  • Select the desired company to filter employees accordingly.
• Location filter:
  • Click on the "Location" dropdown menu.
  • Select the desired location to filter employees accordingly.
• Environment filter:
  • Click on the "Environment" dropdown menu.
  • Select the desired environment to filter employees accordingly.
• Number of entries:
• Use the "Show entries" dropdown to select the number of employees to display per page.

How to search for an employee

• Enter the name, employee number, or any other relevant information in the "Search" box.
• The list will update automatically to display matching entries.

Managing employees

How to create an employee

To add a new employee to the system:

• Click on the "Create Employee" button in the top-right corner or click on the "Create Employee" button in the left-hand menu
• Fill in the required fields, such as name, contact details, company, and environment.
• Click "Save" to create the employee record.

How to edit employee information

To edit the details of an existing employee:

• Locate the employee in the overview list.
• Click the pencil icon next to the employee's details.
• Update the necessary fields in the "General Information" and "Additional Information" sections.
• Click "Save" to apply the changes.

How to delete an employee

To remove an employee from the system:

• Locate the employee in the overview list.
• Click the trash bin icon next to the employee's details.
• Confirm the deletion when prompted.

Identifier status

Understanding identifier status

The identifier status shows whether an employee has been assigned an identifier. This information is crucial for access control:

• No identifier: The employee does not have an active identifier.
• Identifier assigned: The employee has an active identifier.

Adding a termination Date

To set a termination date for an employee:

• Locate the employee in the overview list.
• Click the pencil icon next to the employee's details.
• Enter the termination date and time in the relevant field.
• Click "Save" to update the employee's record.

Additional information

How to upload a picture

To upload a picture for an employee:

• Click on the pencil icon next to the employee in the overview list.
• In the "General Information" section, click the "Upload picture" button.
• Select the desired picture from your device and upload it.

How to print a pass

To print a pass for an employee:

• Click on the pencil icon next to the employee in the overview list.
• In the "General Information" section, click the "Print Pass" button.
• Follow the prompts to print the employee's pass.

Setting active dates

To set the active dates for an employee:

• Click on the pencil icon next to the employee in the overview list.
• In the "Additional Information" section, set the "Active from" and "Active till" dates and times.
• Ensure the "Unlimited" toggle is set according to the employee's access duration.
• Click "Save" to apply the changes.

Marking as emergency response officer

To mark an employee as an Emergency Response Officer:

• Click on the pencil icon next to the employee in the overview list.
• In the "Additional Information" section, toggle the "Is Emergency Response Officer" option.
• Click "Save" to update the employee's status.