Properties of the employee tab

In this section, you will learn about the functions and properties of the employee tab.

In the section Employees, you'll find an overview of your employees.

You will see three functions right below the headline.

In addition, you can add a new employee by clicking the button Add employee. Read more about this in the guide Manage Employees. On the right-hand side of the Add employee, you can filter the view of your employees. For example, you can show active and future employees, and then search for a specific employee.

You can create your personal view of your employees using the function Columns, which you'll find far out on the top right.

This function is essential to know if you need specific details about the employees in the view. These details include Departments, Roles, permissions, the nearest manager, etc. Furthermore, you can save particular views to alternate between different views depending on the type of details you need to display.

You create your view by clicking on Columns, choosing the details you wish to see, and then clicking Apply. If you want to save the specific view, click Save View, and then give the particular view a name. Besides creating your personal view, the details you choose will be the ones you see the next time you log in.

Below the column function, you'll see the Edit Mode. If you turn this tool on, you can edit the information on the employee data card you want, without having to go to every data card. This can be useful if you need to edit information on multiple employees’ data cards, so the tool saves you both clicks and time. Use Columns to see the columns you wish to edit.

Additionally, in the tab Employees, you can click to go to a specific employee's data card and see all the details that you have registered for that particular employee. Read more about setting up the data card in this guide. You can add and edit information when you go to the employee's data card. This is also where you add equipment and competencies and attach processes and engagements.

If you need the employee's signature, you can also send a document for a digital signature on the employee's data card. Our guide on creating a digital signature provides more information on this.

We will expand on this in Continue Your Journey with Staff in the guide Properties of the data card.

Finally, you can access Logs, which register the activity on the employee's account and potential changes on their data card in HR-ON Staff. You can also access Logs on every single field on the data card. You do so by clicking on the field and then the little clock next to it. You can use these logs as a history of, for example, former pay grades or titles.

You can add roles with permissions to your employees on the employee's data card under the section Permissions. Read more about the rudimentary setup of Roles and Permissions here: Roles and Permissions.

You can add the roles you created under settings by clicking Add role on a chosen scope: Person, Department, or Company.  At a Personal scope, you can only see the roles you created on this level. The same goes for the Department and Company scopes. If you have created roles that will automatically be added to new employees, these roles will already be visible on the employee data card.

If you wish to see which permissions belong to each role, you can click on the role name to make a list pop up. The list contains all the permissions given to this role. This is also where you can remove or add particular permissions to a specific employee if there are deviations from the guiding role.

Once you find yourself back in the employee overview, you can mark individual or all employees. You do so by clicking the small icon in the column on the left, which will activate the menu at the bottom called With selected. From here, you can choose to take different actions. One worth mentioning is Send new password, which will send an email with login information to your employees and grant them access to your HR-ON Staff.

Now, you are all the wiser as to the properties of the tab Employees, including how to edit information on the employee data card. Step 2 for employees is complete, and you are ready to continue your journey.