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Employee Management

This guide covers how to manage employee records in Taskr.

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Accessing Employees

Navigate to Employees from the sidebar or go to /employees.

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Employee List

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List View

The main view displays:

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Filters

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Adding an Employee

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Step-by-Step

1. Navigate to Employees
2. Click Create New or +
3. Fill in employee details:
   • First Name (required)
   • Last Name (required)
   • Email (required)
   • Phone
   • Role/Position
   • Department
   • Employment Type
   • Start Date
4. Click Save

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Required vs Optional Fields

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Employee Details Page

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Profile Tab

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Related Data

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Editing Employee Records

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Quick Edit

1. Click on employee name
2. Click Edit
3. Modify fields
4. Click Save

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Updating Employment Status

1. Open employee details
2. Click Edit
3. Change Status to Active/Inactive
4. If terminating, add End Date
5. Click Save

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Employee Documents

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Uploading Documents

1. Open employee details
2. Go to Documents tab
3. Click Upload
4. Select file(s)
5. Add description
6. Click Upload

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Common Document Types

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Certifications & Compliance

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Adding Certifications

1. Open employee details
2. Go to Certifications tab
3. Click Add Certification
4. Enter:
   • Certification name
   • Issue date
   • Expiry date
   • Upload certificate
5. Click Save

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Tracking Expiries

Taskr tracks certification expiries:

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Leave Balances

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Viewing Leave Balance

1. Open employee details
2. Go to Leave tab
3. View current balances by leave type

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Leave Types

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Assigning to Jobs

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From Employee

1. Open employee details
2. Go to Jobs tab
3. View assigned jobs
4. Click Assign to Job for new assignment

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From Job

1. Open job details
2. Go to Team or Assignees section
3. Click Add Team Member
4. Select employee
5. Click Save

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Importing Employees

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Bulk Import

1. Go to Settings > Import Data
2. Select Employees
3. Download template
4. Fill in data
5. Upload file
6. Review and confirm

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Template Fields

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Exporting Employee Data

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Export Options

1. Apply filters if needed
2. Click Export
3. Select format (CSV, Excel)
4. Choose columns
5. Download

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User Accounts

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Linking to User Account

Employees can be linked to Taskr user accounts:

1. Open employee details
2. Click Invite to Taskr
3. They receive email invitation
4. Once accepted, employee is linked to user

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Permissions

Employee user accounts have permissions based on their assigned role. See Permissions for details.

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Best Practices

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Record Keeping

• Keep all info current
• Upload important documents
• Track certification expiries
• Document employment changes

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Data Privacy

• Only store necessary information
• Secure sensitive documents
• Limit access appropriately
• Regular data audits

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Onboarding

• Create employee record before start
• Send system invite
• Upload signed documents
• Add certifications

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Troubleshooting

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Common Issues

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