Add, Edit and Delete an Employee Record in Employees WindowTo operate in Employees window, click Configuration - Employees. Employees window opens:
A list with all employees defined opens. To add a new employee, click (see New/Edit Employee) or use the button duplicate to copy an existing definition for easy editing.
The minimum amount of information required in Employees definition in order for an employee to start making bookings is Name, Badge no., Start calculation, Cycle and Pay group which you can set in tab System. Follow the links below for more explanations about employee definitions.
Alternatively you can import the list of employees in .txt format. Click the button and select the file.
To edit an employee definition, click or double click on its name. For multiple editing employees, see Multiple Editing Employees. You can change multiple definitions by using . While when using Edit filtered the user can change multiple definition for all the employees in a filter, when using Edit selection the user can change the definitions only for employees manually selected.
To delete an employee, click on .
Filters
There are two types of filters you can use for employees actions: a predefined filters set and a customable filter.
Use the button to filter employees by a predefined filters set. These filters can combine conditions related to:
Using filters actions you can edit information related to: edit information , rebuild holiday , recalculation and edit HR definition (with HR license).
Use the button to create a custom filter of employees if none defined. Click to add a filter and to clear the existing filter.
Use the button to create a set of conditions to apply to your filter and the button to delete conditions from a filter.
Use the button to apply the selection without saving it or you can apply and save the filter by choosing the button :
Click to cancel the filter.
You can switch between filters, add, edit or delete filters from the dropdown command list.
Here are the functions which can be done from Employees list:
If you have a license for Bio distribution and Morpho connections, you can also enroll employees or delete templates directly from this page. To enroll fingerprints, select an employee and click . If you have more Morpho connections assigned, you can select the enrollment terminal from the list.
Bio statuses:
- the employee doesn't have templates or the employee is inactive or the badge number is 0.
- the employee has templates, but no terminal assigned.
- the employee has templates, terminals assigned and the templates are synchronized to the terminals.
- the employee has templates, but they are not synchronized with all terminals assigned.
You can also delete templates from this page. To delete fingerprints templates, select an employee and click . You need to confirm this operation. After the confirmation, the templates will be deleted for the employee selected.
To resend the fingerprints to the terminal(s), use .
When using HR (special license required), all employee definitions will be made here using . (see HR Curriculum for more details).
Using the tool you will be able to make multiple changes of the holiday definitions for your employees (see Multiple Holiday Changes).
|