The employee page lets manager add and manage all the information around employees. 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
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/XLSX file or drag and drop CSV/XLSX file directly. While uploading the file please make sure the columns data type is plain text.
Click on 'Add' button to upload the file.
Note : You can download sample job site file by clicking 'sample file here'
Added an employee with wrong phone number
Select the employee for which you have added the wrong phone number.
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 "Add new" button.
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 "Add" to successfully recreate the employee profile with the correct phone number.
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 ‘Cancel’ to cancel to go back to the Main view
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