Employee profiles

In the User Management module, you can add new employee information to one or more organizations, or import employee data from external files or the Windows Domain.

Procedure 

  1. Navigate to User Management > Employees > Profiles.

    By default, the Profiles window lists all current employees of all organizations.

  2. From this page, you can create new employees, import multiple employees from a data file or the Windows domain, configure employee profiles, and terminate or delete employees.

    Complete the following tasks to create/edit new employees and their profiles from this window:

    1. Create an individual employee profile

    2. Profile configuration settings

    3. Updating employee profiles

    4. Export employee information to a data file

    5. Create multiple employee profiles by importing a data file

    6. Create multiple profiles by importing from the Windows domain

    7. Terminating vs. deleting an employee

View the Employee Summary page