The employee page lets manager manage all the information around each employee. You can view all the employee's and their details assigned to you, you can also add new employee, delete and edit existing employee details.
How to reach the page?
Click on 'Company'
Click on 'Employee'
You will land on the Employee page.
A. Employee Page Main View
You can click the ‘Refresh’ icon to refresh the Employee page
Click 'Add New' button to add new employee
Click 'Bulk Delete' to bulk delete employees
'Export to Excel' lets you export all the employee details to a CSV file
The search functionality will enable you to search for a specific employee
B. Add an Employee
To Create a new employee : Click on ‘Add new’ button from the main page view
(For adding Individual Employee)
Add employee name
Add phone number along with country code
Select time zone
Select a group for employee
Select checkbox ‘View Service Terms’
Select checkbox 'Opt-in & send App download link'
Click on ‘Add’ to successfully add a new employee
(For adding Multiple Employee)
You can add multiple employee's by uploading a CSV file
You can browse to choose CSV file or drag and drop CSV file directly
Click on 'Add' button to upload the file
Note : You can download sample CSV file by clicking 'Click here to download employee details CSV file'
C. Delete an Employee
To delete an employee and related details :
Click on the ‘Delete (bin)' icon next to the employee’s name
You will see a pop up - “Are you sure you want to delete?"
Click on ‘Yes’ to delete
Click on ‘No, take me back’ to cancel
To Bulk Delete employee's :
Select all the employee's that you want to delete
Click on 'Bulk Delete' to delete all the selected employee's
D. View an Employee
To view an employee and related details:
Click on the 'View (eye)' icon from the main view page
Click on 'Back' to go back to the Main view.
Note : You can edit and delete employee's directly from the view page
E. Edit an Employee
All employee related data can edited as and when necessary per the requirements of the respective manager. To edit an employee details :
Click on the ‘Edit (pencil)’ icon from the main view page
You can see all four tabs and edit them (General, Payroll, Device, Organisation)
To save the changes click on ‘Save’
When clicking on ‘Cancel’
If you have made edit(s) : You will see a pop up - “The changes are still unsaved. Do you still want to leave?
If you click on ‘Yes’, none of the changes are saved
If you click on ‘Cancel’, You will remain on the Edit page.
If you have any other questions, please feel free to write to us at support@abaq.us