Manage Employees

When To Use This#

Use Employees to manage roster records, linked access context, shift status, checklist progress, contact details, attendance history, and leave.

Before You Start#

• Sign in with an account that shows the Employees roster.
• Confirm the staff member already has or will have an internal sign-in email when creating a linked employee record.
• Use Access for invite, reset, role, and active-state changes.
• Use Employees for roster details, work status, checklist context, contact details, attendance, and leave.
• Follow approved employee, leave, and role policy before changing staffing records.

Employees Page Overview#

The Employees page is the staff roster workspace. Use it to review active and inactive employees, linked staff access, schedule assignments, shift state, checklist progress, contact details, attendance history, and leave.

Use the Access page when the staff member needs an invite, password reset, access-level change, or removed or restored sign-in access.

Roster Search And Rows#

Search the roster by employee name, job title, email, or assigned area. Use each row to compare display name, job title, active state, linked staff email, access level, schedule assignment, shift state, checklist progress, and upcoming leave.

If an access-limited message appears, use the visible links to continue in the daily operations, messaging, or access-management area that matches the work.

Add Or Update An Employee Record#

Use the add-employee form when a staff member needs a roster record. Confirm the linked staff email, active status, first name, last name, job title, phone numbers, home room, and address before saving.

Use the employee drawer when roster information changes. Update only the details needed for the staff record and follow approved employee-record policy.

Employee Drawer#

Open an employee row to review shift status, checklist progress, employee details, linked access, contact details, attendance history, and leave.

Check an employee in or out only when the visible control is available and the business process supports the change. Create or cancel leave only when the dates and approved policy are confirmed.

Access And Messaging Context#

Employee records and staff sign-in accounts are related but not the same thing. If linked access details are missing, review the staff account on the Access page and confirm the linked email.

If employee conversation context is missing, confirm the staff member is linked correctly and that the signed-in user can use the relevant Messages page workflow.

What Happens Next#

• Successful create, update, archive, check-in, check-out, leave-create, and leave-cancel actions return to the Employees page with a visible success notice.
• Archived employees are removed from the active roster loaded by the page.
• Checklist progress can be reviewed in Employees, while visible completion guidance points staff to Today View.

When Employee Controls Are Missing#

• If the roster is not visible, ask an owner or admin to confirm the staff member can manage employee records.
• If linked access details are missing, check Access for the staff account and verify the linked email.
• If create or update fails, check required first name, last name, and linked internal user information.
• If checklist actions or template controls are unclear, use Today View for daily checklist completion and escalate template-policy questions.
• If leave or attendance policy is unclear, pause and use approved business guidance.