Step 1 - Open the Time Registration module
On the home page of your environment, click Modules on the left-hand side. The different modules will then appear as green tiles.
Click the Time Registration tile.
The Personnel Overview will then open by default. Here, you will find an overview of all employees.
Step 2 - Open an employee's details
Find the employee whose details you want to view or edit.
In the Actions column, click the blue Details button.
The employee's details screen will open. Here, you can find all registered information for the employee.
Step 3 - Add a new employee
First, go back to the Personnel Overview.
In the top-right corner, you will find the green "+ New personnel" button.
Click this button to open the screen for adding a new employee.
A - Enter the employee's details
On the next screen, you can enter the employee's details.
Some mandatory fields are:
- First name
- Last name
- Date of birth
- Nationality
The other details are not mandatory, but they can be useful.
On the right-hand side, you also have the option to upload a photo.
It may be useful to upload a photo of the employee's passport here.
You can complete the details under 'Education', 'Competencies' and 'Billing details' by clicking the arrow on the right-hand side.
B - Save
Once all the information has been entered correctly, click the green "Save" button at the bottom of the screen.
You will then be taken to the personnel record of the newly created employee.
C - Edit
If you want to make changes to the employee's record, click the orange "Edit" button in the top-right corner.
You can then make any necessary changes.
D - Delete
If you want to delete the employee, click the red "Delete" button in the top-right corner.
E - View or add documents
At the top of the employee's details screen, click the blue Documents button.
You will see an overview of all documents linked to the employee.
Click the green New document button to add a document to the employee.
Please note!
Always make sure that you have opened the correct employee before making changes to their details or deleting the employee.