Employees

Employees

Overview

Actions

Field Descriptions

Availability
  • Standard
  • Professional
  • Enterprise

Overview

Use the Employees module to view information such as name, title, and email address for employees in your organization.

As an administrator of ProTracker, you can create and manage Employee records. When you create an Employee record, it is automatically added to the Employees List View as well as the Users List View. Similarly, when you suppress an employee, the associated user record is also suppressed.

Note the following:

  • All ProTracker users are employees, but not all employees are ProTracker users.
  • Users can only view Employee records. Administrators can create and manage Employee records.
  • An employee needs a username and password to log into ProTracker to be a user.  In addtion, users need a second factor generated through a hand-held device, such as a smartphone.  

Actions

Follow the instructions below to perform tasks such as creating, editing, and exporting Employee records.

To…

Then…

Create an Employee record

  1. Click Employees on the Profile menu.
    The Employees Search List displays.
  2. Click Create.
    The Employees Create Form displays.
  3. Complete the Employees Create Form. See Field Descriptions for information about each field. Fields that have an asterisk (*) are required; you must enter data in the field to save the record.
  4. Click Save to save the record and view its detail page, or click Cancel .

Display a list of Employees

Click Employees on the Profile menu.
The Employees Search List displays.

Display the details for an employee

  1. In the Employees Search List, use the Basic Search or Advanced Search to filter the list of employees.
  2. Click the employee name in the Employees Search List.
    The Employees Detail View displays.

To return to the Employees Search List, click Employees on the Profile menu.

Edit employee information

  1. Click Edit in the Employee Detail View.
  2. Update the employee information. See Field Descriptions for information about each field.
  3. Click Save to update the record.

Send an email to an employee

  1. Click the employee's email address in the Employees Search List or Employee Detail View.
    The Quick Compose form displays.
  2. Complete the form.
  3. Click Send.

Update information related to multiple employees

  1. In the Employees Search List, click the Selection box associated with the records you want to update.
  2. Click Mass Update in the Actions dropdown.

For more information, see Editing and suppressing multiple records.

Duplicate employee information

Click Duplicate in the Employees Detail View. Duplication is a convenient way of creating a similar Employee record. You can change and save the information in the duplicate record to create a new record.

Suppress an employee record

Click Suppress in the Actions menu on the Employee Detail View.

Export records

  1. In the Employee Search List, click the Selection box associated with the records you want to export.
  2. Click Export in the dropdown and follow the instructions in Exporting data.

Field Descriptions

Fields that have an asterisk (*) are required; you must enter data in the field to save the Employee.

First Name

Enter the employee’s first name.

Picture

If you have downloaded the person’s picture in .jpg or .png format on your computer, click Browse to navigate to the location and upload the picture into the record.

Last Name*

Enter the employee’s last name.

Employee Status

From the dropdown, click one of the following status options:

If…

Click…

The person is a current employee of your organization

Active

The employee is no longer working for your organization

Terminated

The employee is going to be absent from work for an extended period of time

Leave of Absence

Position

Enter the employee’s position within the firm.

Reports to

Enter the name of the employee’s supervisor.

Description

Enter any comments concerning the employee.

Default Team

Enter the name of the team.

In the Address & Phone section

Enter the employee's phone and address details.

In the Permissions section

Click the appropriate checkboxes.
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