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Employee Management

A quick start guide to the Workforce Management area within OneBoxBM.
Employee Management

From within workforce management you can.

  • Create new employee records.
  • Update existing employee records.
    • You can restrict access to the various parts of the employee record; see the permissions section below for further details.
  • Delete employee records.
Employee Records

Employee records are split into several distinct tabs/sections, with access to each tab/section being controllable using the permissions system.

  • Summary: Includes some of the employees key details, such as their name, employment details, work contact information and time off.
  • Details: Manage each employees details such as the employees name, address, personal contact information, work contact information and their list of emergency contacts.
  • Employment Details: Manage the details about each employees employment, such as their job title/role, employment status, department and responsibilities.
  • Rates Of Pay: Manage the details of each employees rates of pay.
  • Hours/Working Days: Manage the details of each employees contracted hours and working days.
  • Objectives: Manage each employees objectives and schedule reviews to make sure they stay on track.
  • Time Off: Manage each employees requests for holidays, personal days and sick days and their associated allowances.
  • Clients: Manage each employees client list.
  • Comments: Leave comments against employee records.
  • Documents: Manage the list of documents stored against each employee.
Permissions

You can restrict access to the various parts of employee records; listed under the employee records section above.

While every user can see the basic details for every employee in the system, you can control whether a user has access to:

  • Extended details for all employees in the system.
  • Extended details for employees in specific employee groups.

This allows for a great deal of flexibility as the system can be configured to:

  • Allow all users to view the personal and emergency contact details of all employees in the system.
  • Allow all users to view the hours/working days and time off for all employees in the system.

While allowing specific users to manage the details of the employees in their department; you might want to allow department managers to be able to manage the time off/leave requests for their team.

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