How to Manage Employees within EvoTime Pro

Created by Louis Dabhi-Green, Modified on Wed, 11 Mar at 4:41 PM by Louis Dabhi-Green

Employee Management

The Employee List is where you add, view, and manage employees in EvoTime Pro. This guide explains the main functions available in this section.

Table of Contents

How to Add a New Employee
How to Edit an Existing Employee
How to Archive an Employee

How to Add a New Employee

Step 1: Open the Employee List

From the main navigation menu, select Team Management, then click Employee List.

Step 2: Open the Add New Form

Click Add New to open the employee creation form.

Step 3: Enter Employee Details

The form is divided into tabs. Complete the required information in each section.

Work
Enter the employee’s First Name, Surname, Classifications (Company, Branch, Department), Employee ID, Clocking ID, Payroll ID, Payroll Period, and Joining Date.

Personal
Enter the employee’s personal contact details.

Shift & Leave
Assign a default shift pattern and manage leave entitlements.

Step 4: Save

Click Submit to create the employee profile.

How to Edit an Existing Employee

Step 1: Locate the Employee

Use the search and filter options in the Employee List to find the employee.

Step 2: Open the Profile

Click the pencil icon on the right-hand side of the employee’s row to open their profile.

Step 3: Update and Save

Make the necessary changes across the relevant tabs, then click Submit to apply the updates.

How to Archive an Employee

When an employee leaves the organisation, their profile should be deactivated.

Step 1: Select the Employee

In the Employee List, tick the checkbox next to the employee’s name.

Step 2: Delete

The Add New button will change to Delete. Click Delete.

Step 3: Access the Archive

The employee will be moved to the archive, and their historical data will be retained for reporting. Archived employees can be viewed using the filter options on the Employee List page as shown below.