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Add Employees: There are 2 ways Employees can be added:
Individually using the “+ NEW” button →
← orBulk Import Employees using the “IMPORT” button →
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Filter Options: There are multiple filter options to help users find employees, but note Employee Status is automatically filtered to ACTIVE Employees.
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Pro Tip: Groups are a great tool to help manage seasonal employees' status (i.e. a Group called “Winter Pruning Crew” can be created, filtered to, and users can use the Bulk Edit feature to change their status to INACTIVE). |
Edit & Review Employee Profiles: Click the
to open an Employee’s ProfileBulk Edit Employees: Selecting multiple Employees will bring up the Bulk Edit button, with the number of employees selected noted to the left, and an option to Cancel on the right.
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