To edit an employee profile, go to Company → Employees and click the employee's name.
In the left-hand-side menu you’ll see a list of Sections wherein employee data can be managed:
(NB: If you have the Pro package enabled on your account, then you will also have access to the additional Document Storage and Logbook options in this menu).
Employee Details
In this section you can add in the following:
Set the Account Type as either: Admin, Manager or Employee
Set their Weekly Hours
Set their Group and Default Role
Assign either a fixed Holiday Allowance or to Accrue Holiday
Set Employment Type: Full-Time, Part-Time, Casual, Agency, etc.
Start Date and Final Working Date
Right to Work status and expiry date
Any additional Notes
Personal Information
This section allows you to add in any personal details for the employee such as:
Names, date of birth, address, email, phone number etc.
Gender
Secondary email address
Emergency contact details
Locations & Roles
In these sections you can assign which Locations you want the employee to appear on and have access to. You can also assign specific Roles in the same way.
Wage & Salary
In this section you can control employee’s pay information, and set the following:
Their Default wage or salary (per hour/per annum).
Hourly Overtime rate
Work Schedule
You can set up a weekly Work Schedule to be applied on the rota page. You can assign the employee’s working days and any days off in this section.
Documents
If you have the Pro package, you will have access to the Document Storage tool. This allows you to securely upload a range of documents, which can be stored here in the employee’s profile.
Logbooks
With our Pro package, you can use the Logbooks tool to keep a log of your employee's activities, including training, accidents and appraisals.