Click on the Employees tile to view, create, archive, and modify employees.
Note: The functions you can perform depend on your permission level.
You will see a list of employees.
To create a new employee, click the New Employee button.
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 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 use the scheduling module later.
Phone number: Enter the employee's phone number. To enable SMS notifications, select The user agrees to receive account notifications by SMS.
Please note that TrackTik is unable to change an employee password. An internal company administrator must handle any employee password changes.
Roles & Permissions: Select one role for the employee.
Assigning one role and one role only to an employee is essential. Not assigning a role will block the user's access to TrackTik's features. Giving 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.
Other Fields: Additional fields for tags, employment and termination date, and birthday. You can also add an employee photo here.
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 have hard or conditional requirements set for positions or if you use the scheduling module.
Log out of the TrackTik portal and log in as the newly created employee to verify if the user and password were successfully created.