Onsite: Employee Management


Articles where "onsite" appears in the heading and that describe onsite license functionality require an onsite license to be usable.

With the right permissions, managers and supervisors can manage the employees of the sites they are assigned to. They can create and modify employees, terminate employees, and re-set passwords. Accessible features may vary according to permission level.

Follow the steps below to manage employees using an onsite license.

Create an Employee2fd4fbc5-1715-4ac8-b4ea-f370018adfea.png

  1. Click the Site Employees tab.
  2. Click Create Employee.
  3. Fill out the information.
    • Employee ID: The unique ID of the employee.
    • First Name: The employee's first name.
    • Last Name: The employee's last name.
    • Job Title: The employee's job title.
    • Phone (Main): The main phone number of the employee.
    • Phone (Other): The employee's other or secondary phone number.
    • Enabled SMS Alerts: Check these boxes to allow text messages to the employee's phone numbers.
    • Gender: Select the employee's gender.
    • Email: Enter the employee's email address. Email is one of the ways an employee can access the system.
    • User Name: Enter a user name for the employee. This is another way the employee can access the system.
    • Create a Password: This will be the employee's password for the system.
    • Confirm Password: Repeat the password already entered.

Click on the Other Fields button to fill out more information.


Address: Fill in the address of the employee.

Roles and Permissions: Select an employee role.

Other Fields: Fill out additional information, such as the employee's birthday, employment date, comments, and tags.


Re-set a Password71a32f08-bbae-4b3d-85bd-bc08541e947a.png

  1. Click the Reset Password button.
  2. Enter the new password.
  3. Repeat the new password.
  4. Click Save.


Modify an Employee460582b7-e3d3-4320-816b-82537ca48b91.png

  1. Click the Edit button.
  2. Modify the information.
  3. Click the Save button.
Terminate an Employee0b50ecd1-fddd-422e-b644-5f12f86dacfa.png
  1. Click the Terminate button.
  2. Select the termination date of the employee.
  3. Enter any comments.
  4. Click the Save button.


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