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Employee Overview

Employees 

 

The Employees module lets your organization create and manage employee records.

  • Employees are not system users (they don’t log in like Admins)
  • They do not need to register
  • When training is assigned, employees receive an email with a link to their Employee Portal to complete tasks or can send the email to themselves using this link Employee Portal Access Link

 

TABLE OF CONTENTS

Creating Employees

You can create employees in two ways:

1. Bulk Import (Recommended for large lists)

  1. Go to Employees
  2. Select Import
  3. Click Download Template
  4. Fill out the spreadsheet
  5. Select Choose Spreadsheet to Upload
  6. Click Confirm, then Finalize

 

2. Add a Single Employee

  1. Go to Employees
  2. Select Add Employee
  3. Fill out the form
  4. Save

Employees can be assigned to Locations, Groups, and Types

 

Employee Profile

 

After an Employee has been created, an Admin may open the Employee from their listed record in the Employee module. 

 

To view an employee:

  1. Go to Employees
  2. Click on the employee’s name

From the profile, you can view:

  • Employee details
  • Training
  • Policies & documents
  • Certificates
  • Devices
  • Incidents
  • Verification matches (if enabled)

You can also:

  • Edit employee details
  • Deactivate the employee in the status field or via Options menu

 

Deactivating Employees

Employees can be deactivated from the main Employees table or via the Employee Profile. A few examples of deactivating an Employee are shown below:

Deactivate One Employee (from list)
    1. Go to Employees
    2. Click the (...) menu next to the employee
    3. Select Deactivate

  Deactivating an Individual Employee (Employee Profile):
  1. Navigate to Employees
  2. Open an Employee's Profile by clicking on their Name
  3. Select the Options dropdown button in the top-right
  4. Select Deactivate
  Option 2
  1. Navigate to Employees
  2. Open an Employee's Profile by clicking on their Name
  3. Change the status field to inactive
  4. Select Save to save the changes

Bulk Deactivation

  1. Go to Employees
  2. Select employees using checkboxes
  3. Click Bulk Actions
  4. Select Deactivate Selected

 

Inactive Employees will then display under the Inactive tab available in the Employees module. They can be reactivated at anytime. 

Reactivating an Employee

  1. Go to the Inactive tab
  2. Click the (...) menu next to the employee
  3. Select Activate

 

Employee Portal Options

Admins can navigate to the Employee module and access an Employee's Portal or Send Employee Portal Links to the Employees from the UI. 

  • Sending Employee Portal Link to an Individual Employee:
    1. Navigate to Employees
    2. Select the Ellipses Button (. . .) on the right-hand side
    3. Select Send Employee Portal Link
    4. An email will be then be sent to the Employee 
  • Sending Employee Portal Link to an Individual Employee (Employee Profile):
    1. Navigate to Employees
    2. Open an Employee's Profile by clicking on their Name
    3. Select the Options drop-down button in the top-right
    4. Select Send Employee Portal Link
    5. An email will be sent to the Employee within a few moments / minutes; Please confirm with the Employee that they received the email

  • Sending Employee Portal Links to Multiple Employees in Bulk:
    1. Navigate to Employees
    2. Select Multiple Employees using the checkboxes on the left-hand side
    3. Select Bulk Actions
    4. Select Send Employee Portal Links
    5. An email will be sent to the Employee(s).
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