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Manage Users and Employees

*Please note we will be changing how users and employees are listied in the system - they will both be one in the same. This will help reduce duplicate entries and management time!!

People, places, and things. These are the variables you have the most control over, can take the most time to set up, but in the end can provide you with the most useful information.
 
Here we will examine the people and how you can manage them to get the most effective reporting and safety program for the all your different locations.

Before you start entering employees and their information, you may want to first set up shifts at your location and names of positions within your company. Then when you enter an employee, you can just assign their shift(s) and postion.

Employee Log Administration

1. Move cursor to Administration
2. Move cursor down to Administration (C)
3. Move cursor over to Employee Log Administration and click

This is the “home” page for Employee Log Administration. 

Symbols and their meaning:

 Click on the pencil symbol next to an employee's name to edit employee information after an employee has been entered.

  click on the red “X” to delete an employee that has been entered – an employee never completely goes away – it hides in the system so you can refer back to an employee that is no longer with the company. You can also undelete an employee if you rehire.

You have the option to do the following in any order:

• Set up shifts and positions then assign them to employees as you enter employees
• Enter employees and create shifts and positions later (then you have to go back in and edit each employee to assign shifts and positions)
• Add employees without assigning any shifts or positions at all

Across the top of the Employee Log Administration page, you have three options to choose:

1. Manage shifts/teams
2. Manage positions
3. Add new employees

These are explained in more detail on their own pages under Manage Users and Employees.

When you click on  add new employee, fill in contact information and emergency contact information. Near the bottom, select a position from the drop down list (if you previously set up positions). Then you have the option to assign a location or even multiple locations for an employee if they work at more than one location. If you previously set up shifts, you can assign a shift per location for that employee.

Once employees have been entered, you can choose a location from the drop down box and it will list employees by a location or you can list all employees at all locations.

You can also list employees by the first letter of the last name (using the horizontal alphabet) by a location or by all locations. For instance, you can see all employees with the last names that start with the letter “B”.

Check the box next to these other viewing options on this page:

1. View deleted and current employees (if you delete an employee, they don’t ever completely go away – you can always see deleted employees or you can undelete an employee if you rehire him/her) 
2. Show contact information – expands the view to see addresses and phone numbers of the employee and their emergency contact person
3. Unassigned employees – view the list of employees who have not been assigned a position name, or whose position is inactive