Employees and Activities

Navigate to "Management" and click on "Employees". All employees can be assigned to the following roles.

Employee Management

Click on the Employees tab

Employee Actions

Add new Employee

  1. Click on the "Add Employee" button

  2. Specify employee name, surname, employee number and roles

    1. Name and Surname are optional fields

    2. Employee numbers must be unique i.e. if there are duplicates the system will not add the new employee

    3. Select one or multiple employee roles

  3. Click on "Save"

Import or Update multiple Employees

If an employee with the same employee number exists on your profile, the name and surname of the new employee in the list will override the existing one. If the current employee is resigned, they will also be enrolled.

  1. Download excel template file here

  2. Add employee information in the required columns:

    1. Employee Name

    2. Employee Surname

    3. Employee Number - This number must be unique in the excel file

  3. Click on the "Import" button

  4. Select the role of the employees to be imported

    1. If there are different roles in the list, it can be changed later

  5. Select the excel file and click on next

  6. Select the columns that contains the relevant information

    1. Name: Select the column that contains the employee name

    2. Surname: Select the column that contains the employee surname

    3. Label 1: Select the column that contains any additional infromation

    4. Employee number: Select the column that contains the unique employee number

  7. Click on "Next"

  8. Confirm the number of employees that will be imported

  9. Click on "Save & Close"

Edit single Employee

  1. Click on an employee in the table and select "Edit"

Edit multiple Employees

  1. Click on the checkbox next to an employee in the table

    1. Select one or multiple

  2. Click on "Bulk Manage" in the top right corner

    1. Change Role - All the current roles of the selected employee will be overwritten with the selected role

    2. Add Role - The selected role will be added to the roles of the selected employees

    3. Move To - Move the selected employees to a team

    4. Resign - Resign all selected employees

    5. Enroll - Enroll all selected employees

Resign Employee

  1. Click on an employee in the table and select "Resign"

Enroll Employee

  1. Toggle the "Resigned" button

  2. Click on an employee in the table and select "Enroll"

Delete Employee

This step will permanently delete the employee. All information associated with this employee will not be deleted.

  1. Resign the desired employee

  2. Toggle the "Resigned button"

  3. Click on the employee and select "Delete Forever"

  4. Click again to confirm

Activities

Click on the Activities tab.

All employees must be clocked in on an activity for Time & Attendance. If an employee is clocked-in on consecutive employees they will automatically be clocked out on the previous activity.

Activities can also be created with an additional measuring unit ex. per meter, per row etc.

Create Activity

  1. Click on "Add"

  2. Provide required details

    1. Packhouse Activity

      1. This activity will only be available for the Packhouse Supervisor Employee

    2. Require Job Card …​This activity will be hidden until there is an open job card for that team on a block

  3. If this activity can be measured, supply the following fields

    1. Measurement Unit x Unit Factor = Calculated Unit, i.e.

    2. An activity Weeding is measured in 25 meter rows:

      1. Measurement Unit: row

      2. Unit Factor: 25

      3. Calculated Unit: meters

    3. Irrigation is measured in meters:

      1. Measurement Unit: meter

      2. Unit Factor: 1

      3. Calculated Unit: meters

Teams

Click on the Teams tab.

Group employees in teams and allocate working hours to all employees in that team.

Create Team

  1. Click on the "Add" button.

  2. Provide the name and description

  3. Click on save

Move employees to a team

Navigate to the Employees tab

  1. Click on the checkbox next to the employee in the table

    1. Select one or multiple employees

  2. Click on the "Bulk Manage" button in the top right

  3. Hover over the "Move To" option

  4. Select the desired team

Clock Templates

Navigate to the Clock Template tab and Add working hours for each team.

Create new Clock Template

  1. Click on Add Template button

  2. Click on Create new Template

  3. Provide a name for the template

  4. Select the teams that are applicable to this template

  5. Click on Save

  6. Add working hours by clicking on the "+" icon next to Working Hours

  7. Add the shift hours by clicking on the "+" icon next to Shift Hours

    1. Enter the hour of the day that the shift will start

    2. Enter the minutes of the hour that the shift will start

    3. Enter the hour of the day that the shift will end

    4. Enter the minute of the hour that the shift will end

  8. Click on Add

  9. Add break hours by clicking on the "+" icon next to Breaks

    1. Enter the hour of the day that the break will start

    2. Enter the minutes of the hour that the break will start

    3. Enter the hour of the day that the break will end

    4. Enter the minute of the hour that the break will end

  10. Select the days of the week this template will be applicable

  11. Click on Save

  12. Click on the green Save button to finish