Employees

Maintain employee profiles, employment records, and pay rates — the basis for attendance and payroll.

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View the roster

1. Open Employees from the sidebar; it opens on the Roster tab. Each row shows No., Name, Department / Position, Login Email, Pay Setup, Start Date, and Status.
2. Use the search box (name / no. / department / email), or filter the Status column by Active / Terminated.
3. Tick Include archived employees to also list archived ones.
4. Click any row to open that employee's detail page.

Active / Terminated is derived from employment records — anyone whose record covers today counts as active. It's not a field you toggle by hand. The Pay Setup column is visible to managers, owners, and the employee themselves only — staff can't see it.

Add an employee

1. Click Add Employee (top right) to open the dialog.
2. Fill in Name (required) and Start Date (required — the employee's first day; this creates the first employment record).
3. Expand More details (optional) if needed to add Login Email, Gender, Department, Position Title, and a Note.
4. Click Create.

Manager permission required to add an employee.

Employee detail & basic info

1. Click an employee in the roster to open the detail page.
2. Edit (top right) edits Employee No., Name, Login Email, Gender, Phone, Department, Position Title, and Note inline; then Save.
3. Archive (top right) removes the employee from the roster (history is kept — it's not a hard delete); Unarchive restores them.

Manager permission required to edit or archive an employee. Archiving only hides them; attendance and pay history stay intact.

Employment records & pay

In the Employment Records section of the detail page, each record shows Start Date ~ End Date and is tagged Ongoing or Ended.

1. Add Employment Record lets you backfill a past stint or rehire: enter a Start Date; leave End Date (optional) blank to mean still employed.
2. For an ongoing record, use the top-right menu's End Current Employment, enter an end date, and the employee becomes Terminated.
3. Each record can be adjusted with the edit / delete icons.
4. Expand a record and click Add Pay Rate to set an Hourly or Monthly rate, its amount, and its Effective From / Effective To (optional) dates; pay rows can be edited / deleted too.

Manager permission required to maintain employment records and pay rates. Compensation is visible to managers, owners, and the employee themselves only; staff expanding a record won't see amounts. A pay rate's Effective From must fall within an employment period, or it's flagged as "Not Matched to Any Employment" and won't be used in payroll.