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Employee list

The Employee list allows you to view and edit employee data. It opens by default upon selecting the Employees module.

IMPORTANT

The overview of all employee data and the rights to edit the data for PANTHEON Chronos Mini users need to be defined using authorizations.

Normally, only the manager (administrator) has access to the Employees module.

 

HINT

For practical use cases showing how to edit employee data, create new employees or delete employees, see the chapter Employees in the user manual.

The screen can be divided into the following sections:

  1. Toolbar with the General data tab and action buttons.
  2. Header with filters for finding employees
  3. List of employees with their details.

 

1. Toolbar

In the toolbar, you can select the tab with the General data and the following action buttons:

New employee

This opens a window for entering new employee. If there are already five active users, the program displays a warning.

Delete

This button is activated when one or more employees are selected. The selection is made by checking the checkbox next to the desired employee, as shown in the image below.


Clicking the Delete button deletes the employee.

IMPORTANT

Deleting an employee is not be possible if there are records on documents linked to the employee. In this case, the program displays an alert and prevents deletion.

2. Header

In the header of the Employee list, you can define the criteria for searching employees. You can use the Tab key to move between the fields. The following fields are available:

Search

Search by employee ID, title, job or tax number.

Employment status

Filter by employment status. There are different employment statuses available: All, Former employees, Honorary, Contract, Internship, Full-time - Fixed-term, Full-time - Permanent, Scholarship, Student, Retired, Apprentice.

The employment status of an employee can be modified in the employee's General data.

Job

Filter by job, e.g. director, salesperson, purchasing agent, etc.

Jobs can be defined in the Jobs register.

Status

Filter employees by their status:

  • Active – this status indicates employees who are active users of the program.
  • Inactive – this status indicates employees who are active users of the program (former employees).

 

3. List of employees

This table shows employee data, which can be viewed and edited. The list displays the following data and features:

(Select)

Allows you to select an employee. When one or more employees are selected, the Delete button is activated.

ID

The ID is generated automatically as a two-digit sequence number (01, 02, 03, etc.). Clicking the employee ID opens the window with General data of the employee, where you can edit the employee data.

Last and first name

Surname and name of the employee. The data is generated based on the record in the First name and Last name fields in the window with General data of the employee.

Job

Employee's job (position of employment) from the Jobs register.

Address

Employee's address, which can be edited in the contact information of the employee.

Post

Postal code of the address, which can be edited in the contact information of the employee.

Tax no.

Employee's tax number. The information is populated from the Tax number field in the General data of the employee.

Status

Status of an employee:

  • Active – this status indicates employees who are active users of the program.
  • Inactive – this status indicates employees who are active users of the program (former employees)..

The information (a checkmark or cross) is recorded based on whether the Active toggle button is eanbled or disabled in the General data of the employee.

 

 

 

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