Overview
This article will explain the 'Employees' directory section on the Custr 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, MIS integration (Education), Nourish Care Planning system (Care), manual entry, and bulk import for CSV.
There are three benefits to loading an employee list:
Allows visitors to select their host as part of the check-in process.
Allow access to Custr to selected employees (controlled by Roles & Permissions)
Allow Employees to check in/out via the system for time management and health and safety control.
How to add Employees
There are several ways to add employees into the system, including single entry, bulk import from CSV, Office 365, plus MIS integration (Education) and Nourish Care Planning System (Care).
Single Employee
To add a single employee, follow the steps below:
On the dashboard, navigate to Directory > Employees
Click the + icon
Select New Employee
Enter the Employee details
Click Save
Multiple Employees
To upload multiple employees, follow the steps below:
On the dashboard, navigate to Directory > Employees
Click the + Icon
Select Import Employee
Click Upload a file (a template CSV file can be found on the import screen)
Upload your CSV file
Review the Employee details
Click Save
Integration
Employees can be uploaded to the system through several integrations; please see the articles below for further information
Office 365 (All)
Nourish Care Platform (Care)
Management Information System (MIS) (Education)
How to Edit Employees
To edit an employee, follow the steps below:
On the dashboard, navigate to Directory > Employees
Select the Employee you would like to edit
Click Edit
Edit their details
Click Save in the bottom right hand corner
How to Archive Employees
To archive an employee, follow the steps below:
On the dashboard, navigate to Directory > Employees
Select the Employee you would like to archive
Click Archive in the top right hand corner
Click OK
Employee Account Access
Employees in your directory can be given access to the system, which is controlled by Roles and Permissions. These roles define how employees access and interact with the system. Roles are collections of permissions assigned to employees or groups, while permissions define the actions that employees can perform.
Click below to learn how to provide your employees with account access.