User Management

Manage employee accounts, roles, and access within your organization.

Available to: HR and Admin roles

Viewing Employees

1. Go to Administration → Employees
2. The employee list shows: name, email, department, position, role, and status
3. Use the search bar to find employees by name or email
4. Filter by department, role, or status

Adding an Employee

1. Click Add Employee
2. Fill in the required fields:

Field	Required	Description
First Name	Yes	Employee's first name
Last Name	Yes	Employee's last name
Email	Yes	Must be unique; used for login
Department	Yes	Select from configured departments
Position	No	Job title / position
Role	Yes	employee, manager, hr, or admin
Phone	No	Contact phone number
Employee ID	No	Internal employee identifier

3. Click Save
4. The employee receives a welcome email with login credentials

Editing an Employee

1. Click on an employee row to open their profile
2. Click Edit
3. Modify the fields as needed
4. Click Save

Changing Roles

Assign roles based on responsibilities:

Role	Access Level
Employee	Self-service: own attendance, requests, profile
Manager	Team oversight: approve requests, view team attendance
HR	Organization-wide: all employees, all requests, reports
Admin	Full access: system configuration, user management, all features

To change a role:

1. Open the employee profile
2. Click Edit
3. Select the new Role
4. Click Save

caution

Changing a user's role takes effect immediately. The user's dashboard and available features will change on their next page load.

Deactivating an Employee

1. Open the employee profile
2. Click Deactivate
3. Confirm the action

Deactivated employees:

• Cannot log in
• Don't appear in active employee lists
• Historical data (attendance, requests) is preserved
• Can be reactivated later

Bulk Operations

For larger organizations:

• Import — Upload a CSV file with employee data
• Export — Download the employee list as Excel/CSV