Screen workers
The EMPLOYEES screen is a screen used to display information about employees assigned in a given company. We can add and import employees here. This module also has the option of generating documents.
Main view
In this view we see a summary of employees:
Employee Summary
Table records can be sorted by the following columns:
- Name
- Name
- PESEL number
- Date of birth
- Document number
We can freely change the layout of the table and its headers. More in the article:
Adding employees
To add an employee, expand the menu under the "New" button in the upper left corner:
Add employee button
After clicking the button, the system allows two options for adding an employee:
Manual, single worker
Adding an employee manually
Please complete all mandatory fields (marked with a red asterisk). Additional fields are available and can be completed as needed.
Employee Data Screen
After completing the information, we use the green button in the upper right corner, which confirms the new employee we have entered:
Save button
Massive, many workers
Employee import
The whole thing is written in the article:
Edit employee
To open the edit form, click on the record you are interested in. A new window will open with the completed data:
Sample record
You can also use the THREE DOT button assigned at the end of each record:
Three dots button
As we can see, there is also an option to remove an employee.
In the employee edit window, data is grouped into sections which can be collapsed for the user's convenience by using the button in the upper right corner of each section.
Collapsible sections in the employee edit window
Going to documents assigned to a specific employee:
Go to document
By using the button:
Document opening button
For a given record, we can easily go to the DOCUMENTS module where we will be greeted by all the files assigned to the previously selected employee (in our case KONRAD test):
Documents module