Managing Employees
The Employees section lets supervisors and admins manage the workforce — create, view, edit, archive, and restore employee records. It also provides integrated user management: invitations, role changes, and access status are all visible here.
Viewing Employees
Navigate to Employees. The list shows employees with name, employee number, email, role, and access status.
- Tabs — switch between Active and Archived employees
- Search by name or email
- Filter by location
Columns
| Column | Description |
|---|---|
| Employee # | Unique identifier |
| Name | First and last name |
| Contact email | |
| Employment | Permanent or Fixed-term |
| Role | The employee's system role (e.g., Employee, Supervisor, Manager) |
| Access | App access status: Active, Invited, No access, or Disabled |
Creating an Employee
Click "New Employee". Fill in the required fields and any optional details.
Required Fields
| Field | Description |
|---|---|
| Employee Number | Unique identifier, max 50 characters |
| First Name | Employee's first name |
| Last Name | Employee's last name |
| Must be unique per organization | |
| Start Date | Employment start date |
Optional Fields
| Field | Description |
|---|---|
| Phone | Contact phone number |
| Employment Type | Permanent or Fixed-term |
| Pay Type | Hourly or Monthly |
| Pay Group | Maps to a wage table for automatic rate lookup |
| Experience Months | Total months of relevant work experience |
| Base Hourly Rate | Hourly pay rate in euros |
| Monthly Salary | Monthly pay amount in euros |
| Working Time Model | 2-week, 3-week, Equalization, or Annual |
| Contract Weekly Hours | Agreed weekly working hours |
| Supervisor | Toggle on if the employee is a supervisor |
| Alcohol License | Toggle on if the employee holds an alcohol license |
| Full-Time | Toggle on for full-time employees |
| Union Dues Percentage | Percentage deducted for union membership |
| Availability Default | Available or Unavailable |
When you create an employee, an invitation email is automatically sent so the employee can set up their login account.
Assigning Locations
After creating an employee, add location assignments:
- Select a location and an optional department.
- Mark one assignment as primary — this determines the employee's main work location.
Kiosk PIN
If the employee will clock in via a kiosk, set a kiosk PIN on their detail page in the Kiosk PIN section. Supervisors and above can manage it.
| Action | When it's shown | What happens |
|---|---|---|
| Set PIN | The employee has no PIN | The server generates a non-trivial 4-digit PIN and shows it once in a dialog with a Copy button. |
| Regenerate PIN | The employee already has one | Issues a fresh PIN and shows it once; the previous PIN stops working immediately. |
| Remove PIN | The employee has a PIN | Clears the PIN; the employee can't clock in at a kiosk until a new one is set. |
The plaintext PIN is shown exactly once at the moment of creation. It is stored hashed and is not retrievable afterward — if a PIN is forgotten or leaked, regenerate it. See Settings → Kiosk for the broader kiosk setup and the bulk-backfill option for first-time rollouts.
Editing an Employee
- Navigate to the employee detail page.
- Click "Edit".
- All fields except employee number can be modified.
- Changes are logged in the audit trail.
Employee Actions Menu
Each employee row has an actions menu (⋮) with context-sensitive options:
| Action | When Available | What It Does |
|---|---|---|
| Edit | Active employees | Opens the edit form |
| Change Role | Employee has an active user account | Change the user's system role |
| Send Invitation | No user account and no pending invite | Send a login invitation |
| Resend Invitation | Pending invitation | Resend the invitation email |
| Archive | Active employees | Deactivate employee and user account |
| Restore | Archived employees (in Archived tab) | Reactivate employee and user account |
Archiving an Employee
Archiving replaces the old "Deactivate" action. When you archive an employee:
- Click the actions menu (⋮) on the employee's row.
- Select Archive.
- Confirm the action.
This:
- Sets the employee as inactive (hidden from the active list)
- Disables their user account (they can no longer log in)
- Revokes any pending invitations
- Preserves all historical data (shifts, worklogs, payroll)
If the employee has an end date and hourly rate, equalization settlement is triggered automatically.
Restoring an Archived Employee
- Switch to the Archived tab.
- Click the actions menu (⋮) on the employee's row.
- Select Restore.
This reactivates both the employee record and their user account.
Administrative Actions
Some employee-management actions are restricted beyond the default Supervisor-or-above access because they affect many employees at once or change values that feed into payroll.
Bulk Experience Recomputation
:::caution Company Admin only Recomputing accumulated experience for all employees (the bulk "Run experience accumulation" action) requires Company Admin. :::
This action recalculates the experience-months field for every active employee based on their start date and any paid-leave offsets. Use it after large backfills, data migrations, or TES rule changes that affect how experience accrues. Results become the new basis for wage-table rate lookups, so run it outside an open payroll period if possible.
Per-Employee Experience View
:::note Manager or Company Admin Opening the experience breakdown for a single employee (the Experience tab or link on an employee detail page) requires Manager or Company Admin. :::
Supervisors cannot see the detailed experience-months history for an individual employee. If a supervisor needs to verify an employee's pay group or tier, they should ask a Manager or Company Admin to review the experience view.
CSV Employee Import
:::caution Company Admin only Importing employees from CSV — including downloading the import template — requires Company Admin. See CSV Import for the full flow. :::