Skip to main content

Introduction to Employees

Andrew Kahn avatar
Written by Andrew Kahn
Updated over 2 weeks ago


Employee feature allows you to manage your staff information, perform quick actions, and customize how data appears. From this page, you can search for employees, add new profiles, or perform batch actions such as sending emails or printing mailing labels.


Search

Use the Search Employees bar at the top to quickly find specific employees by name or ID. Click Search to display matching results.


Actions

Perform bulk actions by selecting one or more employees using the checkboxes on the left.


From here, you can:

  • E-Mail.
    Send an email to the selected employees.

  • Mailing Labels.
    Generate mailing labels for the selected employees.

  • Delete.
    Remove selected employees from the list.


Adding a New Employee

New Employee feature allows you to create and record staff profiles in your system.


This helps keep your employee list complete and up to date, making it easier to manage staff information, permissions, and related actions in one place.


Drop-Menu Options

Access the three-dot menu in the top-right corner to perform additional management tasks.

Drop-Menu Options:

  • Excel Export.
    Download your employee list in Excel format.

  • Cleanup Old Employees.
    Remove outdated or inactive employee records.

  • Manage Deleted Employees.
    View or restore previously deleted employee records.

  • Permission Templates.
    Manage predefined permission settings for employee roles.


Column Configuration

Click the setting icon in the upper right to customize which columns appear in the employee list.


You can show or hide fields such as Person ID, Name, E-Mail, and Phone Number, depending on what details you need to view.


Edit Employee Information

Edit Employee Information feature lets you update existing staff profiles whenever changes occur.


Whether it’s adjusting contact details, updating job information, or modifying permissions, this ensures your employee records stay accurate and current.


Clone Employee Profile

Use the Clone Employee feature to quickly duplicate an existing employee’s profile and create a new one with similar details.


This saves time when adding multiple employees with shared information or roles.

Did this answer your question?