Employees: Viewing And Creating Employees

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To view, create, archive, and modify employees, click on the Employees tile.

Note: The functions you will be able to perform depend on your level of permissions.

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You will see a list of employees.

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To create a new employee, click the New Employee button.

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Complete the fields to add the new employee.

General Information: Enter the employee’s name and other demographic information. Enter and confirm the employee’s password. Select a username and/or email address. 

Note: Email address and employee ID must be unique portal-wide. If you do not enter an employee ID, the system will assign one.

Address: Enter the employee’s address. This is optional; however, it is helpful if you decide to use the scheduling module later.

Please note that TrackTik is unable to change an employee password. Any employee password changes will need to be handled by an internal company administrator.

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Roles & Permissions: Select one role for the employee.

It is important to assign one role and one role only to an employee. Assigning no role will block the user's access to TrackTik's features. Assigning more than one role may cause conflicts.

Note: The only time when a user should have no role is when they are initially created. Once a role is assigned to a user, the system will not allow a user to revert to a no-roles-assigned status.

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Other Fields: Additional fields for tags, employment and/or termination date, and birthday. You can also add an employee photo here.

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Click "Save Employee" to complete the creation of the employee.

 

Navigate to the Skills and Attributes tab to set the skills for this employee. This is required if you hard or conditional requirements set for positions or if you use the scheduling module.

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Logout of the TrackTik portal and login as the newly created employee verifying user and password successfully created.

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