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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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Note |
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When Bulk Editing Employee Profile details it is possible to REPLACE or ADD NEW. Use caution when using this feature to make sure you are selecting the detail option under the correct heading. |
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