Managing Employees
Managing employees involves overseeing and maintaining accurate records of each team member, including their contact details, roles, and permissions. This process typically includes tasks such as updating employee information, assigning roles, and managing their access levels. By keeping employee records up-to-date, organizations ensure that all team members have the correct access to the tools and data they need, which supports smooth operations and effective collaboration. Regular management of employee information helps to maintain the integrity and security of the application, ensuring that each user’s access aligns with their current responsibilities.
In addition to record maintenance, managing employees also involves monitoring their activity and performance within the application. This includes reviewing user activity logs, tracking how employees interact with the system, and ensuring compliance with organizational policies and procedures. By actively managing these aspects, organizations can identify any issues or areas for improvement, provide targeted support or training to enhance overall productivity and efficiency. Effective employee management helps to foster a well-organized and secure environment, ultimately contributing to better team performance and business outcomes.
How To Manage Employee Data
To edit employee details, hover over the "Customers icon in the sidebar and select Employees".
Check the checkbox next to the desired employee, select "Edit" from the toolbar icons that appear on top-right.
A window appears where you can make the necessary changes and then click on "OK". You have successfully edited the employee.
To Delete an employee,
Check the checkbox icon next to the desired employee, select "Delete" button from the toolbar section.
A Prompt appears asking you to confirm if you want to delete the selected employee.
Click on "Delete" button to delete the employee, or click on "Cancel" to abort your action.
The toolbar actions appear only after a checkbox is selected. If one checkbox is selected then "Edit" button appears. If more than one checkbox is checked then other toolbar opitons like "Delete" appear.