Employee Management

Employee tab

When you click on the ‘Employees’ module - per default - you will start out in the Employee tab. 

As you can see on the screen, you can add a new employee, and also import multiple employees at once. There is a search bar on the right, so you can type in the name of an employee and find them faster. But also to search on External ID, e-mail, or function title. There is a filter button next to the search bar. Here you can select all the visible columns for your overview. Lastly, you can click on the name of an employee. When you click on the name, it opens the profile of the employee.

Job description

When you click on the second tab: ‘Job description’, you will see the following screen.

As the name says already, you can create job descriptions. Simply click on the button ‘New job description’ to create a new job description.

Now, you can give the job description a title. The title will be the job function name. You can upload files that are attached to the job description. Also, you can write a description about the job. 

Lastly, you can select training and education that is required for the job, and also personal protective equipment required for the job. When you are done configuring this, click on the Save button to save the job description. 

Configure the PPE and certificates for the (training/education and PPE) you can do in the Configuration module. 

Crosstables 

The last tab in the Employees module is the ‘Crosstables’ tab. Here you can see crosstables such as: what kind of PPE did employees receive, what procedures did employees read, education/training of employees, and toolbox meetings attended by employees. 

To switch overviews of the crosstables, simply change the section.

Overviews of the crosstables

Procedures section:

Education/training section:

Toolbox meetings:

Give an employee a job function

Now that the job function is created, we will assign it to the employee. To do so, click on the name of an employee.

Click on the ‘edit’ button.

Select a function from the dropdown, and click on ‘Add’.

Click on the ‘Save’ button.

Now the job description is successfully added to the user.

Certificates and checks

To add certificates and checks to an employee, click on the tab ‘Certificates and checks’ next to the ‘Profile’ tab.

Click on the ‘Add’ button to add certificates and/or checks to the current certificates and checks registered to the profile.

PPE

Next to the ‘Certificates and checks’ tab, there is the ‘PPE’ tab.

If you configured PPE in the Configuration module → Employees. There is an option to assign PPE items to an employee.

Rights

Moving on to the next tab, we have the ‘Rights’. Here you can edit the rights of an employee.

Settings

Here, you can change the password of an employee.