This section is designed to help administrators manage employee records efficiently.
Here's a breakdown of its key features:
Core Functions
Upload Employees File – Allows uploading of employee data via a file.
Download Employees Template – Provides a standardized template for preparing employee data before upload.
Download Employees File – Exports current employee records from the system.
Refresh – Updates the view to reflect the latest data.
New Employee – Adds a new employee manually to the system.
Search & Filter Tools
Search Bar – Quickly locate employees by name or other identifiers.
Processing Status Filter – Filter employees based on their current state (e.g., processing, completed).
Employee Status Filter – Currently set to “Active,” this filter helps view employees by status (e.g., active or inactive).
Sorting Dropdown - Allows sorting of employee records
Edit Employee Page Overview
Once in an employee’s account, you’ll have edit options depending on your level of access.
Changes are not in effect until the Employee record has been updated using the Update button.
Grayed-out options cannot be edited.
Of the fields we have access to edit, the following options are used the most:
Deactivate Requested – Used to deactivate accounts.
Require Device Registration Requested – Requires the device to be registered by the employee before use. Usually, we see this option set to No, as team members on site may use multiple shared tablets.
Role Requested – provides the role and subsequent access for the employee.
SMS Verified Requested – Requires SMS verification by the employee.