Employee

Manage your team

This section allows you to manage all the information about your employees, their relationships, and reporting structure, etc. including monitor your current staff, onboard new hires, and define reporting hierarchies.

1. Employees List

The main table provides a high-level overview of all staff members currently in the system.

• Search & Filter: Use the Search bar to find specific names or the Filter/Export icons at the top right of the table to organize data.

• Key Information:

  • Status: Displays if an employee is Active or Terminated.

  • Designation: Shows the user’s role (e.g., Manager, Fieldworker, Support Coordinator).

  • Last Updated/Join Date: Tracks tenure and profile activity.

• Actions: On the right side of each row, you can view the profile, send a message/email, or delete the record.

You're right—the table is the heart of that page and deserves a detailed breakdown. Here is a technical description of the Employees Table columns and the functional icons found in each row.

Understanding the Employees Table

The Employees table is a comprehensive ledger of all staff members. Each column provides specific data points used for payroll, scheduling, and compliance.

Column	Description
Name	The full name of the staff member.
Phone / Email	Primary contact methods for the employee.
Designation	The internal role assigned (e.g., Manager, Fieldworker, Support Coordinator).
Status	Indicates if the user is Active (green dot) or Terminated (red dot).
Join Date	The date the employee was officially added to the system.
Last Updated	Timestamp of the most recent profile modification.
SOS Status	A toggle switch to enable or disable emergency alert capabilities for that user.

Row Action Icons

On the right side of every employee row, there are four key icons that allow you to interact with that specific profile:

• View Profile (Eye Icon): Opens the full employee record to view or edit personal details, HR documents, and credentials.

• Permissions (Person Icon): Manage what this specific user can see and do within the Fieldworker platform.

• Communication (Mail Icon): Quickly launch an email draft to the employee's registered address.

• Remove (Trash Icon): Deletes the employee record from the active list.

  • > Note: Use this with caution; for staff who have left, updating the "Status" to Terminated is often preferred for record-keeping.

Table Utility Tools

At the top-right header of the table, you will find four utility icons:

1. Column Selector: Choose which columns are visible to customize your view.

2. Filter: Sort the list by specific criteria like Designation or Status.

3. Export (Download Arrow): Download the current list as an Excel or CSV file.

4. Search (Magnifying Glass): Instantly narrow the list by typing a name or email.

Would you like me to create a "Troubleshooting" section for this page, covering common issues like what to do if an invite isn't received?

2. Employee Onboarding

To add new members to your organization, use the Employee Onboarding section located below the main list.

• Sending Invites:

  1. Enter the First Name, Last Name, and Email Address.

  2. Click the Invite button.

• Tracking Invites: The table below the entry fields shows the Invite Status (e.g., "Joined") and the date the invitation was sent.

Guide: Managing Employee Hierarchy

Use the Employee Relationship section to define who reports to whom. This is critical for ensuring that managers can view the timesheets and progress of their specific team members.

1. Select the Primary Employee: Click the Select Employee dropdown and choose the individual you wish to configure (e.g., a Manager).

2. Assign the Role: Use the Select Role dropdown to define the nature of the relationship (e.g., "Supervisor" or "Reports To").

3. Identify Subordinates/Peers: In the Search Employees field, type the name of the staff members you want to link to the primary employee.

4. Move to Selected: * Highlight the names in the left column.

   • Click the [≫] button to move them into the Selected Employees box.

5. Finalize: Click the blue [SAVE] button at the bottom of the section to update the hierarchy.

Pro-Tips for Navigation

• SOS Status: The toggle switch under the SOS STATUS column enables or disables emergency alerts for that specific fieldworker.

• Exporting Data: If you need an offline roster, click the Download icon (downward arrow) at the top right of the Employees table to export the list to Excel or CSV.

Guide: Terminating an Employee Record

When a staff member leaves the agency, you should update their status to "Terminated" to restrict access while maintaining their historical data for audit purposes.

1. Locate the Employee: Use the Search bar in the main Employees table to find the staff member.

2. Open Profile Actions: On the far right of the employee's row, locate the Trash Can icon (Delete) or the Eye icon (View/Edit).

   • Note: It is generally recommended to use the Edit function to toggle the Status to "Terminated" rather than deleting the record entirely, as deletion may remove historical documentation needed for billing.

3. Confirm Status Change: Once the status is changed to Terminated, a red dot will appear next to their name in the status column, and they will no longer have active login permissions.

3. Employee Relationship

This section is used to establish professional hierarchies and reporting structures within your agency.

• Select Employee: Choose the person you want to manage.

• Select Role: Define their relationship (e.g., who they report to or who they supervise).

• Choose/Selected Employees: Use the arrow buttons (≫ and ≪) to move employees into the "Selected" column to finalize the relationship link.

• Save: Always click Save to apply changes to the organizational structure.

You can navigate to other administrative areas like Billing, Agency details, or Subscription management using the horizontal tabs at the top of the Settings page.