Create an employee

1. Navigate to the “Employees” page
2. Click on the “New Employee” button to start creating

1. Enter the required fields
   1. Name: Allows you to identify the employee when you have to choose this employee from a list
   2. Code (Optional): Unique ID for the employee
   3. Job: Allows you to assign costs automatically based on the employee's job.
   4. Email address (Optional): Required to invite your employee as a user
   5. Phone number (Optional): Allows you to send text messages to this employee
   6. Organization: Allows you to assign costs automatically based on the employee's organization and to sort these costs according to whether they are internal or external
   7. Team (Optional): Allows you to automatically assign the employee in a daily report according to his team
   8. Operate (Optional): The most common operated equipment. Equipment will be automatically added when the employee is added to a daily log
   9. Shift (Optional): The employee's most common shift. The employee will be automatically assigned to this shift when the employee is added to a daily log
   10. Properties (Optional): Additional properties to categorize your employees or keep additional information.
2. Click on the “Confirm” button and your employee will be created.

Importing employees

1. Navigate to the “Employees” page
2. Click on the options button at the top right and “CSV import”

1. Click “Upload file” or enter your details manually
   1. If you are uploading a file, it must be a CSV file. You will then need to associate the columns in your file with the columns displayed.
   2. If you use the manual function, simply copy and paste the information previously filled in from an Excel whose columns are ordered as shown on the import page.
2. Revise the errors indicated by our tool if necessary
3. Click on the “Import” button and your employees will be created