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Employees Page

Employees Page

The Employee page is where users can view, add, or edit Employees in the Tātou Office App.

Pro Tip - use the Column Filter.png icon to add or remove columns from view on this page

Key Features:

  • Employee Status: Employee’s can be set to ACTIVE or INACTIVE status. Employees with:

    • ACTIVE Status: Are visible to Field App Users, can be added to Jobs, have time tracked, and depending on Permissions, can access Tātou Office App and/or Field App.

    • INACTIVE Status: When an employee leaves your company changing their status to INACTIVE removes their access to the app, and they will no longer be able to be assigned to new Jobs and Timesheets.

Before adding “New” Employees check that a profile has not already been created and set to INACTIVE. You can Export a full list of employees from the Report Menu → Exports Page that lists ALL employees and their status.

Timesheets for INACTIVE Employees will still be visible and pull through for Payroll reporting if there was time tracked for them.

  • 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.

  • 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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