How to add and change employees?
In this section you can find the steps on employee creation and revision.
Tip: Both tasks can also be completed in bulk using the import file functionality.
How to add an employee
- Navigate to the Employees page using the left sidebar.
- Click the + Add employee button in the upper-right corner.
- Fill in the employee details. Required fields are marked with a red asterisk (*).
- To add another employee immediately after, select the Add another item checkbox.
- To assign this employee to an existing asset, click Create employee and assign assets. Follow these steps (option 1) to complete the asset assignment.
- Otherwise, click Create employee to save the new employee record.
This employee is created.
How to edit an employee
- Navigate to the Employees page using the left sidebar.
- Find and open the specific employee's record.
- Click the Edit button in the upper-right corner.
- Update the employee details as needed.
- Click Save to save your changes.
Revised employee information is saved.