How to install Employees and give users access to employee data

To start using employee management, install the Employees app from Apps, then set each user’s access level for Employees in Settings > Users & Companies > Users. Three levels exist: no access level (Blank), Officer: Manage all employees and Administrator.

Who does this	Application
The system administrator	Apps and Settings

Requirements

This tutorial requires the installation of the following applications/modules:

Employee

Installation

How do I install the Employees app?

1. Open the Apps application.

2. Type Employee in the search bar. On the Employees card, click Activate. When the app is already installed, its card has no Activate button, as in the example below.

3. When the installation finishes, the Employees application appears in the application menu.

4. Open Employees. The employee cards are displayed, with the department tree on the left.

User access rights

How do I choose what a user can do in Employees?

Granting access rights requires a user who can open Settings.

1. Open Settings.

2. In the Users block, click Manage Users.

3. Search for the user and click on the user’s name. The list shows internal users by default.

4. On the Access Rights tab, find the Employees field in the Human Resources section and choose one of the options below.

5. Save the user.

Option	What the user can do
Blank (nothing selected)	Open a read-only list of employee profiles. The user cannot create or change employee records and does not get the Configuration menu.
Officer: Manage all employees	Create, edit and delete employees and departments, and use Configuration for Departure Reasons, Job Positions, Employment Types and Working Schedules. Work Locations can be viewed but not changed.
Administrator	Everything an Officer can do, plus managing Work Locations and Activity Plans.

Blank: the user has no Employees access level.

Officer: Manage all employees:

Administrator:

Expected result

The user opens Employees and sees the menus that match the chosen level. An Officer or Administrator sees Employees, Departments, Reporting and Configuration; an Administrator also sees Activity Plan under Configuration.

Common problems

Problem	Cause	What to do
The user cannot create an employee.	The Employees field is empty.	Set it to Officer: Manage all employees and save.
The Configuration menu is missing.	The user is not an Officer or an Administrator.	Set the Employees field to Officer or Administrator.
The user is not in the users list.	The list shows internal users only, and the user may be archived.	Remove the Internal Users filter or check the archived users.

See also

Related article

• How to create a department

• How to create and set up job positions

Optional module

• Employee Relatives

• Employees Map

• Employee Documents