Managing Employees

Your Team Directory

The Employees section is where you manage your entire workforce. Only supervisors and administrators can access this area.

Adding an Employee

1. Go to Employees > Add Employee
2. Fill in their details:
   • Name and Email (required)
   • Phone and Job Title
   • Department – Select their department
   • Employment Type – Full-time, Part-time, Casual, or Contractor
   • Manager – Who they report to
   • Locations – Which work locations they can be assigned to
   • Hours per Week – Their contracted hours
   • Start Date
3. Set permissions:
   • Approver – Can approve leave requests
4. Click Create

Employee Directory

The main Employees page shows a searchable, filterable list of all team members:

• Search by name, email, or job title
• Filter by department, employment type, or status
• Show/hide archived employees

Editing Employees

Click any employee to edit their details. You can update all fields, change their department, adjust permissions, or modify their locations.

Holiday Allowance

From the employee management area, you can:

• Set each employee's base holiday allowance (days per year)
• Add adjustments with reasons (e.g., “Bought 2 extra days”)
• Set carried over days from the previous year

Archiving Employees

When an employee leaves, archive them rather than deleting. This preserves their historical data (timesheets, leave records) while removing them from active lists. Archived employees can be restored if needed.