Click on the "New employee" button to begin creation
Enter the required fields
Name: Used to identify the employee when you need to select him/her from a list.
Code (Optional): Unique identifier for the employee
Occupation: Allows costs to be assigned automatically based on the employee's occupation.
Email address (Optional): Required to invite your employee as a user
Telephone number (Optional): Enables SMS messages to be sent to this employee
Organization: assign costs automatically based on the employee's organization, and sort costs according to whether they are internal or external.
Team (Optional): Automatically assigns the employee to a daily report according to his or her team.
Operator (Optional): The most common piece of equipment operated. The equipment will be automatically added when the employee is added to a daily report.
Shift (Optional): Employee's most common shift. The employee will be automatically assigned to this shift when the employee is added to a daily report.
Properties (Optional): Additional properties to classify your employees or store additional information.
Click on the "Confirm" button and your employee will be created.
Import employees
Navigate to the "Employees" page
Click on the options button at top right and "Import CSV".
Click on "Upload file" or enter your information manually
If you upload a file, it must be of CSV type. You will then need to associate the columns in your file with the columns displayed.
If you're using the manual function, simply copy and paste the pre-filled information from an Excel spreadsheet whose columns are ordered as shown on the import page.
Review the errors indicated by our tool if necessary
Click on the "Import" button and your employees will be created.