Creating and managing Employees

What is an Employee?

Employees are the people for who you manage schedules, time-off requests and timecards for in WorkSight. They also may interact with WorkSight and view schedules, submit time-off requests and more.

Create/Add an Employee

There are two ways to create an Employee:

1. From the Settings Screen: Click your profile photo. In the drop-down menu, select “Settings”. Select the People option from the sidebar. For more details, please view the People article in the Settings category of the Help Desk. Creating and managing Employees in Settings

2. From the Job Details Pane: Click the Employee field on the Job Details pane, and select Add New Employee. This opens a dialog box to enter the information about the employee.

To create an Employee from the Job Details pane

Adding a new employee from the Job Details pane involves completing the Add New Employee Dialog box.

1. In Job Details, click in the Employee field
   
   

   

    

2. Click the Add New Employee button.  

3. The Add Employee dialog appears:  
   
   

   

    

    

4. Enter data in the fields. See below for a list of the default Employee fields.

5. If any User Defined Fields (UDFs) have been added to the Employee Profile, they will appear under the Phone Numbers section

6. Click Save or press Enter.
   WorkSight closes the dialog and a message will appear in the bottom right corner, confirming that the Employee was created successfully.

7. To cancel the creation of a new employee, click Cancel or press Esc on the keyboard.

Employee Fields

Name 

First Name and Last Name, as used by your organization

Code

Unique identifier used by your organization

Tags

Tags allow you to categorize, filter, and denote additional information.  Multiple tags needed for the Employee to assist in searching etc. can be created in this field.

Email

The employee email address

isPaid

Most Employees are Paid, so the default is checked. Occasionally there are Employees in the system who are not paid, and isPaid should not be checked for those employees. This would include any Test employees set up in the system.

Phone Number(s)

Applicable phone numbers to contact the employee may be entered. Current options include:

1. Home

2. Mobile

3. Work

4. Fax

5. Work Fax

Employee Pane

Once an employee has been created, all employee fields can be found and modified from the right pane. Click on any assigned employee cell to reveal their details in the right pane.

There are two Tabs in the Employee Pane:

1. Employee Details

2. Time off Balances
   Time off Balances are described in the Employee Time Off Balances article in the Time Off category of the Help Desk. View and managing employee time off balances
   
   

Edit/Manage Employees

The Employee Details pane allows a user to edit/manage employee information in Plan>Schedule.

1. To edit an employee, click the Employee Name in the Assigned Employee column.
   The Right Pane will now display the Employee details pane for the selected employee.
   
   

   

    

2. Click on the Employee Details Tab (default)

3. Edit pertinent information in the Employee fields. See the list above.

4. If Employee UDF fields have been defined, they will appear after the Phone Number section on the pane and can be populated/changed.

5. Click Save or press Enter. 
   A toast message will appear in the bottom right corner, confirming that the Employee was updated successfully. 

6. To cancel any changes made to the Employee in the Employee Details pane, click Undo or press Esc.
   This Clears any changes made to the Edit Employee Details Pane and reverts all fields to their original values for future editing.

Employee Actions

To take action on a task:

Click the three-dot (…) icon in the right pane and select from the Employee action menu

From here, you can:

Delete Employee 

Delete Employee 

If you create an Employee in error or decide it’s unnecessary, you can delete it.

To delete an Employee from the right pane:

1. Click the three-dot icon from the right pane

2. Select Delete Employee