Adding, editing and deleting users

Adding users

There are few options to Add single employee to the system:
‍
- directly from Team View

- from Employee tab

Employees tab with arrows pointing to import employees and add single employee options

Adding one employee at a time.

To add one employee complete the form adding the following information:

First and last names of employee
Email address
Department from the drop down list created in section Departments in main set up menu.
Location from the drop down list created in section Locations in main set up menu or default location it there is only one.
The Direct Supervisor field is used when an employee has a direct approver for leave bookings that is different from the one set up for the employee's department in the system.
Tick the box Is Administrator user if employee have a administrator right to the company account.
Tick the box Auto approve leave requests if employee does not require approval for his leave requests. In this case his requsts will be approved automatically.
Started on - the date when employee started employment.

Employee general details page screenshot

If you want employee to receive invitation email with a link to access the system and create password immediately toggle Send Invitation email.

It can be done later from Employee general details tab.

Once form is complete please press Save changes button.

Adding employee in bulk.

TO add employees in bulk please chose option Employee in the header menu. Then on the screen called Staff press button Add new employee and select option Import employee as shown on the screenshot above. Once this is done the following screen will appear. There are three easy steps to follow. When you press Download .csv sample file (can be opened with MS Office Excel )you will get a documents with employee that are already in the system. Please use the same format and add all the employees. Then simple save this file and press Chose File button to download amended file.
Once done simple press Import employees and all employee and now added to your company.

Screenshot of employees bulk import page at TimeOff.Management

Editing users

Employee details can be added from Employee general details tab. First open Employee list and select required user then navigate to General details tab and press Edit as showen below.

Once required information is edited please press Save changes button.

Deleting users

To delete employee go to Employee details and from the menu select Delete employee option.

Employee general tab page with arrow pointing to Delete employee button

Next there will be a pop-up window to cancel or complete deletion. Once done information is not recoverable.

SCreenshot of field with Ended on date field and password fields

If you want to stop user to getting access to the system without delete data it can be done using deactivation. For more information check here.