Viewing an Employee

Let’s take a look at the employee area in more detail. Let’s start with the Details tab!

By default, when viewing an employee, you will be on the Details tab.

The Details tab contains basic information such as name, occupation, date of birth etc. as well as the employee roles, associated organisations, some associations (with other system entities) and tags.

Roles

The roles determine what the employee is permitted to do or see on the system.

To update the employee roles, click the Update button in the Roles section:

You will then be able to select different roles and change some basic user details. Click Update User to save any changes:

Associated Organisations

Associating an employee with an organisation enables them to view the system as that organisation.

To update the associated organisations, click the Update button in the Associated Organisations section:

You will then be able to update the Organisation selection and click Update to save the associations:

Team Association

An employee can be a member of a Team. They may even be a member of many teams or, indeed, none at all. The Teams section simply lists any teams that the employee is associated with.

*Note* If the employee is the leader of any listed team, it will be denoted by the “Leader” label:

Site Association

An employee can be directly associated with a Site. Typically, employees are associated with Sites indirectly, via being a member of one of the Sites associated teams. However, it may sometimes be necessary to associate the employee to a Site when they are not a member of one of the associated teams.

To associate the employee to a Site, simply click the “ Assign Site” option from the dropdown menu:

You can then select a Site and click the Save button to associate it with the employee:

You’ll then see a success message and that the Site label is now displayed

You can see from an employee account any qualifications or equipment an employee has been assigned, select the relevant tab to see further details: