Employees

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Laura CARBO

Difficulty: starter

Content

Learning Objectives

After reading this article, you’ll be able to:

  • Create a new employee.
  • Edit details of an employee.

Employees

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It is possible to add employees to your organization, add private information (address, email, phone number, etc.), and register an inflow, mutation, or outflow process for employees.

Create a new employee


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’.

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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.

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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.

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Info

  • Asset 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.

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).

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Information on the employee card

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.

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 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.

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Summary

  • A 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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