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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

ColumnDescription
Employee #Unique identifier
NameFirst and last name
EmailContact email
EmploymentPermanent or Fixed-term
RoleThe employee's system role (e.g., Employee, Supervisor, Manager)
AccessApp 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

FieldDescription
Employee NumberUnique identifier, max 50 characters
First NameEmployee's first name
Last NameEmployee's last name
EmailMust be unique per organization
Start DateEmployment start date

Optional Fields

FieldDescription
PhoneContact phone number
Employment TypePermanent or Fixed-term
Pay TypeHourly or Monthly
Pay GroupMaps to a wage table for automatic rate lookup
Experience MonthsTotal months of relevant work experience
Base Hourly RateHourly pay rate in euros
Monthly SalaryMonthly pay amount in euros
Working Time Model2-week, 3-week, Equalization, or Annual
Contract Weekly HoursAgreed weekly working hours
SupervisorToggle on if the employee is a supervisor
Alcohol LicenseToggle on if the employee holds an alcohol license
Full-TimeToggle on for full-time employees
Union Dues PercentagePercentage deducted for union membership
Availability DefaultAvailable 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:

  1. Select a location and an optional department.
  2. 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.

ActionWhen it's shownWhat happens
Set PINThe employee has no PINThe server generates a non-trivial 4-digit PIN and shows it once in a dialog with a Copy button.
Regenerate PINThe employee already has oneIssues a fresh PIN and shows it once; the previous PIN stops working immediately.
Remove PINThe employee has a PINClears 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

  1. Navigate to the employee detail page.
  2. Click "Edit".
  3. All fields except employee number can be modified.
  4. Changes are logged in the audit trail.

Employee Actions Menu

Each employee row has an actions menu (⋮) with context-sensitive options:

ActionWhen AvailableWhat It Does
EditActive employeesOpens the edit form
Change RoleEmployee has an active user accountChange the user's system role
Send InvitationNo user account and no pending inviteSend a login invitation
Resend InvitationPending invitationResend the invitation email
ArchiveActive employeesDeactivate employee and user account
RestoreArchived employees (in Archived tab)Reactivate employee and user account

Archiving an Employee

Archiving replaces the old "Deactivate" action. When you archive an employee:

  1. Click the actions menu (⋮) on the employee's row.
  2. Select Archive.
  3. 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

  1. Switch to the Archived tab.
  2. Click the actions menu (⋮) on the employee's row.
  3. 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. :::