Navigating the Employees List

Managing Employees in the "Employee List" Module

The Employee List module allows you to efficiently manage employee records, including editing existing entries and adding new employees.

Accessing the Employee List

1. To begin, click the "Employee List" button. This will open the full list of employees, where you can perform the following actions:

• View and Print Rental History
• View and Print Resource History
• Activate or Deactivate Employees
• Edit Employee Details
• Delete Employee Records

2. To add a new employee, click on "New". This will open a form where you can enter the details for the new employee.

The Add New Employee screen is organized into several tabs to help streamline data entry and ensure all relevant information is captured accurately. Breakdown as below: 

General Tab

This section includes key employee details grouped into the following categories:

1. Personal Information
   • Employee's full name and address
2. Contact & Company Details
   • Email address
   • Phone number(s)
   • Company title/position
3. Employment Information
   • Date of birth
   • Hire and Release dates
   • Role within the organization
   • Employment status (Active/Inactive)
4. Additional Details
   • Vendor assignment (for contract or cross-hire employees)
   • Branch assignment and temporary branch relocation
   • Miscellaneous notes
   • Foreign Key (used for application integration, such as API tokens)

Equipment Skills

In the Equipment Skills section, you can assign relevant skills and roles to an employee based on their qualifications and responsibilities.

To add skills:

• Click "Add" to open the list of available skills and roles.
• Select all applicable options that the employee is capable of performing.

To delete a role that has been assigned to an employee:

• Click on the specific role on the list
• Then, click the "Delete" button to remove it.

Induction

The Induction tab allows you to add relevant cards, training records, certifications to an employee’s profile. This helps ensure all onboarding and compliance documentation is properly maintained.

• Click on the Add button in the left bottom corner to open the list
• Click on any card on the list to add to Employees Profile

Notes

The Notes tab is used to record any additional information related to the employee that may not fit into other categories. This can include internal comments, observations, or special instructions.

User Login

The User Login tab is used to configure login credentials and access settings for the employee. You can:

• Set the employee’s username
• Define their landing page (the first screen shown when VisD is launched)
• Add additional email addresses
• Set or update the user password

The SMTP section allows configuration of alternative email clients for outgoing messages.