Employees
The list of employees stores records with the information about people who work for your organization under the employment contracts. These records allow you to set up relations between employees, calculate the work schedule of an employee and the time of absences.
Create an employee
tip
Role required: user_manager or admin.
To create an employee record, complete the following steps:
- Navigate to Organization → Employees.
- Click New and fill in the fields.
- Click Save to apply the changes.
- When a SimpleOne administrator adds a new employee to the list, the system automatically creates a User record. To configure the user access to the system, follow these steps:
- In the burger menu, select Views → User.
- In the view that appears, set all necessary information about employee's account and login settings.
- Click Save or Save and exit to apply the changes.
Employee form fields
| Field | Mandatory | Description |
|---|---|---|
| Login | Y | Specify a login for the employee. |
| First name | Y | Specify the employee's first name. |
| Middle name | N | Specify the employee's middle name. |
| Last name | Y | Specify the employee's last name. |
| Job title | N | Enter a job title of the employee. |
| VIP | N | Select this checkbox to mark the employee as a very important person. |
| Y | Specify an email of the employee. | |
| Manager | N | Select a user who is the employee's manager. |
| Immediate unit | N | Specify a company where the employee works. You can only specify a company of the Internal class. |
| Company | Y | Specify a company that is the employer. |
| Branch | N | Specify the employee's branch. |
| Section | N | Specify the employee's section. |
| Unit | N | Specify the employee's unit. |
| Group | N | Specify the employee's group. |
| Team | N | Specify the employee's team. |
| Photo | N | Upload a photo. |
| Gender | N | Select a gender. |
| Date of birth | N | Enter the person's date of birth or use the calendar to specify the date. |
| Mobile phone | N | Enter the employee's mobile phone number. |
| Business phone | N | Enter the employee's business phone if necessary. |
| Location | N | Specify the location of the employee. |
| Timezone | Y | Specify a timezone. |
| Date format | N | Specify a preferable date format for the employee. |
| Language | N | Specify a preferable language. |
| Work schedule | Y | Specify a work schedule. |
| Notes | N | Enter additional information about the employee if it is needed. |
| Main representative | N | Select the checkbox to make an employee the Main representative of the company. There can be only one representative selected per company. The field is activated only if the table class specified in the Company field is not defined in the simple.employee.main_representative.excluded_company_classes system property. |
Related Lists
- User Groups – contains the groups to which the current employee belongs.
- User Roles – contains the roles assigned to the employee and inherited from the user record.
- Tickets – contains the tickets where the employee is the caller.
- User Projects – contains the projects this user participates in. You can add this related list to the form if you installed SDLC.
- Absence – The Employee's absence records.
- Employee Business Roles – the list of positions occupied by the employee in companies.