Employees

The list of employees stores records with the information about people who work for your organization under the employment contracts. These records allow you to set up relations between employees, calculate the work schedule of an employee and the time of absences.

Create an employee

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tip

Role required: only users with the user_manager or admin roles can create, edit, and delete the employee records. Agent interface users with other roles can view the records, but the values of the Login, Email, and Password fields are hidden for them, unless it is their account.

To create an employee record, complete the following steps:

1. Navigate to Organization → Employees.
2. Click New and fill in the fields.
3. Click Save to apply the changes.
4. When a SimpleOne administrator adds a new employee to the list, the system automatically creates a User record. To configure the user access to the system, follow these steps:
   • In the burger menu, select Views → User.
   • In the view that appears, set all necessary information about employee's account and login settings.
5. Click Save or Save and exit to apply the changes.

Employee form fields

General tab

Field	Mandatory	Description
Login	Y	Specify a login for the employee.
Password	N	Specify a password for the employee.
First name	Y	Specify the employee's first name.
Middle name	N	Specify the employee's middle name.
Last name	Y	Specify the employee's last name.
Job title	N	Enter a job title of the employee.
Email	Y	Specify an email of the employee.
Manager	N	Specify a user who is the employee's manager.
Company	Y	Specify a company that is the employer.
VIP	N	Select this checkbox to mark the employee as a very important person.
Main representative	N	Select the checkbox to make the employee the Main representative of the company. There can be only one representative selected per company. The field is activated only if the table class specified in the Company field is not defined in the simple.employee.main_representative.excluded_company_classes system property.
Active	N	Select the checkbox to activate the employee's record. Active employees can use the SimpleOne system.
Locked out	N	Select the checkbox to lock the employee out of the system.
Photo	N	Upload a photo of the employee.
Gender	N	Select the employee's gender.
Date of birth	N	Enter the employee's date of birth or use the calendar to specify the date.
Mobile phone	N	Enter the employee's mobile phone number.
Business phone	N	Enter the employee's business phone if necessary.
Timezone	Y	Specify the employee's timezone.
Work schedule	Y	Specify the employee's work schedule.

Organization tab

Field	Mandatory	Description
Location	N	Specify the location of the employee.
Immediate unit	N	Specify the immediate unit the employee is associated with. For example, the company CEO's Immediate unit is this company, while for a department manager it is their department.
Branch	N	Specify the employee's branch.
Section	N	Specify the employee's section.
Department	N	Specify the employee's department.
Unit	N	Specify the employee's unit.
Group	N	Specify the employee's group.
Team	N	Specify the employee's team.

Additional tab

Field	Mandatory	Description
Primary group	N	Specify the employee's primary group.
Date format	N	Specify the employee's preferable date format.
Language	N	Specify the employee's preferable language.
Notes	N	Enter additional information about the employee if it is needed.

Related Lists

• User Groups – contains the groups to which the current employee belongs.
• User Roles – contains the roles assigned to the employee and inherited from the user record.
• Tickets – contains the tickets where the employee is the caller.
• User Projects – contains the projects this user participates in. You can add this related list to the form if you installed SDLC.
• Absence – The Employee's absence records.
• Employee Business Roles – the list of positions occupied by the employee in companies.