*To ADD People in your Organisation
The section below discuss specific people type ( or department/unit) and the instructions applies across different types of people you have entered in the system.
Step 1: Click specific people type either from the dashboard or the side bar.
Thru the Dashboard: From the image below, it is set to Admin List.
Thru the side bar:
Thru the hidden sidebar menu at the top left corner of the page :
Step 2: Click the plus sign to add someone in the list.
Step 3: The screen will appear like below. Fill the blank fields and click save at the bottom. Note: Email, mobile number, birth date and join date are required fields along with the first and last name.
Adding does not necessarily mean the person is automatically added to the organisation. You need to invite that particular individual. To do this, please see below instructions.
*To INVITE someone in the organisation
Step 1: After adding the person in the list, click invite (envelope icon).
The invite icon will turn into a refresh button (circle with arrow like icon ) The person you just invited will receive an email to connect with your organisation.
*To VIEW a Profile
Step 1: From your list of employees, click the eye icon on the right to view the employee’s profile.
You can see and check the person’s information in each module by clicking it. You are also able to view the whole information related to that individual thru clicking the head icon (Alternate Profile View) beside the pen & paper icon at the top portion where the name is.
*To EDIT a Profile
Step 1: Once you’ve clicked the view button on each profile, a page like one below is shown. Press the pen & paper icon to edit the profile.
*To REMOVE a Profile
Step 1: Use the final sign to archive the employee.
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