Overview
This article will explain the 'Employees' directory section on the dashboard and how to set up and maintain your employee list. It will also teach you more about adding, importing, editing, and creating permissions on the dashboard. Employees can be loaded into the system in several ways, including Office 365, manual entry, and bulk import for CSV.
There are three benefits to loading an employee list:
Allows staff to see if someone else is currently using an item.
Provide access to selected employees (controlled by Roles & Permissions).
Allow Employees to sign items in/out via the Companion app for time management and security.
How to Add Employees
There are several ways to load employees into the system, including manual entry, bulk import from a CSV file, and integration with Office 365 for seamless data synchronisation.
Single Entry
To create an employee in your directory, follow the steps below:
On the dashboard, navigate to Directory > Employees
Click +New Employee
Enter the Employee details
Click Save.
CSV Bulk Upload
To upload multiple residents in your directory, follow the steps below:
On the dashboard, navigate to Directory > Employees
Click + Import Employee
Upload Template file (a template can be found on the import screen)
Review the Employee details
Click Save.
Integration
Employees can be uploaded to the system through integration; please see the article below for further information.
Office 365 (All)
How to Edit Employees
To edit an employee in your directory, follow the steps below:
On the dashboard, navigate to Directory > Employees
Select the Employee
Click Edit
Edit the details
Click Save.
How to Archive Employees
To archive an employee in your directory, follow the steps below:
On the dashboard, navigate to Directory > Employees
Select the Employee
Click Archive
Confirm
Employee Account Access
Employees within your directory can be given access to the system, which is controlled by Roles and Permissions. These concepts define how users access and interact with the dashboard and workplace items. Roles are collections of permissions assigned to users or groups, while permissions are the actions that users can perform.
Please note Employees must have an email entered to be given access.
How to Give Access to a Single Employee
To enable account access and allocate a role to an employee in your directory, follow the steps below:
On the dashboard, navigate to Directory > Employees
Select the Employee
Click Edit
Toggle on Account Access and select a Role
Click Save
How to Give Access to Multiple Employees
To enable account access and allocate a role to multiple employees in your directory, follow the steps below:
On the dashboard, navigate to Directory > Employees
Select the Employee
Click Three Dots and press Select
Select the Employees
Click Send Account Details
Confirmation Email
Once account access has been enabled, the employee will receive a confirmation email.
The email will look similar to the example provided below. To validate their access, the staff member must follow the steps in the video.
