Employees section for managers
- Kelly Collins
As a manager you may be given access to see certain details about any employees who report into you. This could also include employees who report into managers who report into you. The details within the employee records are configurable by your admin team, please speak to them if you think you should have access to a function that you cannot see.
Depending on your company structure, you may manage people across different divisions, departments, or teams. The employee section will allow you to easily view a dashboard tailored to a specific group.
For more information on each employee tab, the information it holds, and how changes are made please see:
Employee record - personal tab
Employee record - contract tab
Employee record - development tab
Please note: You should only make changes that you are authorised and required to do so by your admin team.
Viewing an employee record
Click on employees in the top menu bar.
You can use the search bar to look for a specific employee, or click on the folders to expand and show the employees you have access to. If you have access to see leavers you can tick the show leavers box.
To go into an employee record, double click on the name. The panel will open on the righthand side, you will see all the tabs that are available within an employee record. Click on the tab you require, you will then see the subsequent tabs available within that section.
For example if you click on the pay tab, you will then see the subsequent tabs underneath it.
Depending on your access, you may be able to add details within a section. Please go to the relevant link above to see how to add information to an employee record.
There may also be areas that are missing, or greyed out fields due to your level of access.
For example, if admin have switched off the ability to see bank details, the tab will still be there but the page will be completely blank.
Alternatively, admin may allow you to see fields but you are unable to change any details. These will be greyed out, so no text can be entered and dropped downs cannot be selected.
Viewing dashboards and absence calendars for groups
When logging in, your homepage will show all up-coming events, actions required for leavers, and analysis for all employees that report into you. Within the employees section you can filter this to make it more manageable. Please note: all absence requests awaiting approval, and any outstanding documents will remain only on the home page only.
Within the employee section, click on the folder that you wish to view. The details will appear on the right hand side only for that group of employees.
To view the absence calendar for this group, right click on the folder and then click absence.
You will then be able to view the calendar. You will be able to change the calendar view with the dropdown and also use the arrows to change the date you want to review. For more information on how the calendar works, go to submitting an absence & viewing calendars.
