Viewing an Employee

"Let’s take a look at the employee area in more detail. Let’s start with the Details tab!"

By default, when viewing an employee, you will be on the Details tab.

The Details tab contains basic information such as name, occupation, date of birth, etc. As well as this you will find employee roles, associated organisations, associated Teams, Work Orders allocated to the employee, and Tags

Roles

The roles determine what the employee is permitted to do or see on the system.

To update the employee roles, click the Update button in the Roles section:

You will then be able to select different roles and change some basic user details. Click Update User to save any changes:

Associated Organisations

Associating an employee with an organisation enables them to view the system as that organisation.

To update the associated organisations, click the Update button in the Associated Organisations section. 

Note: an employee may be associated with multiple Organisations at any one time enabling them to view other Organisation's information and work based on the role applied to them.

You will then be able to update the organisation selection and click Update to save the associations:

Team Association

An employee can be a member of a team. They may even be a member of many teams or no teams at all. The team's section simply lists any teams that the employee is associated with.

*Note* If the employee is the leader of any listed team, it will be denoted by the “Leader” label:

Work Order Association

An employee can be directly associated with a Work Order. Typically, employees are associated with work orders indirectly, via being a member of one of the work orders' associated teams. However, it may sometimes be necessary to associate the employee to a work order when they are not a member of one of the associated teams.

To associate the employee to a work order, simply click the “ Assign to Work Order” option from the drop-down menu:

You can then select a Work Order and click the Save button to associate it with the employee:

You’ll then see a success message and that the Work Order label is now displayed in the Work Order association on the employee account. 

You can see from an employee account any qualifications or equipment an employee has been assigned, select the relevant tab to see further details: