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Version: 1.21.3

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

tip

Role required: admin.

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

FieldMandatoryDescription
LoginYSpecify a login.
First nameYSpecify a first name.
Middle nameNSpecify a middle name.
Last nameYSpecify a last name.
Job titleNEnter a job title of the employee.
VIPNSelect this checkbox to mark the employee as a very important person.
EmailYSpecify an email of the employee.
ManagerNSelect a user that is an employee's manager.
CompanyYSpecify a company that is an employer.
SectionNSpecify an employee's working section.
UnitNSpecify an employee's working unit.
PhotoNUpload a photo.
GenderNSelect a gender.
Date of birthNEnter the person's date of birth or use the calendar to specify the date.
Mobile phoneNEnter a mobile phone number.
Business phoneNEnter a business phone if necessary.
LocationNSpecify the location of the employee.
TimezoneYSpecify a timezone.
Date formatNSpecify a preferable date format for the employee.
LanguageNSpecify a preferable language.
Work scheduleYSpecify a work schedule.
NotesNEnter additional information about the employee if it is needed.
Main representativeN

Select the checkbox to make an 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.

Related Lists

  • User Group – contains the groups to which the current employee belongs.
  • User Role – 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.