Creating a New Employee

To create an employee, go to their list by selecting "Employees" from the main menu. A button to create a new employee will be visible in the upper right corner. To create an employee with a minimum amount of data, simply complete the Name, Surname and company email address.

On the Employees List page, there is a list of Active and Inactive employees. By default, newly created employees are listed as inactive. To move an employee to the active list, an active (or nearest future) agreement must be added in the dedicated tab of the Employee Profile. After Agreement is finished (or nearly finished), employee will be moved to Inactive list.

We distinguish few agreement states:

• inactive - when agreement finished more than 30 days ago. Date to was provided and is in the past.
• freshly finished - when agreement finished in last 30 days. Date to was provided and is in the past.
• finishing - agreement is finishing in next 30 days. Date from is in the past, but date to is provided and in the future.
• not started yet - agreement date from is less than now
• active - when any of previous status is not fulfilled but date from is less than now and date to is in the future or was not defined

Depends on status, on the Employee List system will show specific icon related them them to easily check with which agreement you need to take some action (for example when you need to create annex).

To enable an employee to log in to the organization, on the Employee List, click the "Add User" button next to the "Edit" button for the selected employee.

Note: The active/inactive lists and agreements feature will only be available if the Agreement module is purchased. Otherwise, there will be a single list of employees without the option to add agreements.