Overview
The Employees Directory is used to manage staff records within Custr.
Employees are stored within the directory so they can participate in key platform features, including:
Hosting visitors
Staff attendance (check-in and check-out)
Receiving notifications
Appearing on the evacuation view
Using QR codes and RFID tags
Accessing the Dashboard and Companion App (when Account Access is enabled)
Important: An employee only needs to exist in the Employees Directory to host visitors, receive notifications and use staff attendance.
Account Access is only required if an employee needs to log into the Custr Dashboard or Companion App.
This allows organisations to maintain a complete employee directory while only providing system access to employees who need it.
For information on creating employee records, see Adding Employees.
Employee Directory vs Account Access
An employee record and a user account are not the same thing.
Every employee is stored within the Employees Directory. This allows them to:
Host visitors
Check in and out
Receive notifications
Appear on the evacuation view
Use QR codes
Use RFID tags
Employees do not need Account Access to use these features.
If an employee also needs to log into Custr, Account Access must be enabled.
When Account Access is enabled, the employee can:
Log into the Dashboard
Log into the Companion App
Reset their password
Access features based on their assigned role and permissions
For more information, see:
Employee Records
Employee records can store:
Name
Email address
Phone number
Vehicle registration
QR code
Working days
Assigned role
Account Access status
Additional notification recipients
Custom employee information
The information available may vary depending on your configuration and integrations.
Searching Employees
The Employees Directory includes search and filtering tools to help locate staff records quickly.
You can search using:
Name
Email address
Phone number
Vehicle registration
Employees can also be filtered by their assigned role using the role filter within the directory.
How to Edit an Employee
To edit an employee:
Navigate to Directory → Employees
Select the employee
Click Edit
Make your changes
Click Save
Changes are applied immediately.
Employee QR Codes
Every employee is automatically assigned a unique QR code.
QR codes can be used as part of staff attendance workflows and can be:
Downloaded
Emailed to employees
Regenerated if required
QR codes are created automatically but are not automatically emailed when an employee is added.
To send a QR code:
Navigate to Directory → Employees
Select the employee
Click Send QR Code
The employee will receive a system-generated email containing their QR code and instructions for use.
For more information, see Staff QR Codes.
Additional Notification Recipients
Additional recipients allow notifications sent to an employee to also be delivered to another recipient.
This is commonly used for:
Personal assistants
Reception teams
Shared inboxes
Department managers
Additional recipients receive the same notifications that would normally be sent to the employee.
RFID Tags
Employee records display how many RFID tags are currently assigned to that employee.
RFID tags cannot be manually assigned from the employee profile.
Instead, RFID tags are linked during the staff attendance process by presenting the RFID tag to the reader on the iPad.
Assigned RFID tags can be removed from the employee record if required.
For more information, see RFID.
Working Days
Working days can be configured against an employee record.
These are primarily used within the rota to provide a visual indication of an employee’s normal working pattern.
Working days:
Do not prevent attendance
Do not prevent staff check-in or check-out
Do not prevent shift allocation
Can be overridden when creating rota entries
Archiving Employees
Employees who no longer require access to the system should be archived.
To archive an employee:
Navigate to Directory → Employees
Select the employee
Click Archive
Confirm the action
When an employee is archived:
They are removed from the active employee directory
They can no longer check in or out
They can no longer access the Dashboard or Companion App
Their historical records are retained
They can be restored at any time if required
Archived employees can be viewed from the Employee Archive.
Employee Actions
Selecting an employee provides access to a range of actions.
Available actions include:
Edit employee details
Archive employee
Download QR code
Send QR code
Generate a new QR code
Enable Account Access
Remove assigned RFID tags
Available actions may vary depending on your permissions.
Bulk Employee Actions
Multiple employee records can be managed at the same time.
Available bulk actions include:
Assign roles
Generate QR codes
Download QR codes
Send QR codes
Enable Account Access
Disable Account Access
Send password reset or email verification
Archive employees
Remove RFID tags
Bulk actions help reduce administration when managing large employee directories.
Integrations
Employee records can be synchronised using supported integrations.
Available integrations include:
For setup instructions, see the relevant integration article.
Related Articles
Important Notes
Employees only need to exist in the Employees Directory to host visitors, receive notifications and use staff attendance.
Account Access is only required if an employee needs to log into the Dashboard or Companion App.
An email address is required for Account Access, Companion App access, QR code emails and employee notifications.
Employees without an email address can still be used for attendance and visitor hosting.
QR codes are created automatically but are not emailed automatically.
RFID tags are assigned during the attendance process.
Archived employees can be restored if required.
Historical records are retained when employees are archived.