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  • Add Employees: There are 2 ways Employees can be added:

    • Individually using the “+ NEW” button → New employee.png ← or

    • Bulk Import Employees using the “IMPORT” button → import button.png

  • Filter Options: There are multiple filter options to help users find employees, but note Employee Status is automatically filtered to ACTIVE Employees.

Tip

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 Green Arrow.png to open an Employee’s Profile

  • Bulk 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

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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