Managing Employee Profiles

The Employee Profile sub-application in the Contacts app is where you can build out your internal employee profiles. This application is important if you are going to utilize the Daily Reports app to track internal labor hours. To track a specific employee’s labor, they must have a profile created in the Employee Profile app. Additionally, the Employee Profile is used in the Safety Suite.

Before creating an employee profile, you must first set the employee up in the People tab of the Contacts application.

TABLE OF CONTENTS

• Create an Employee Profile
• Edit an employee profile
• View an employee profile record history
• Delete an employee profile record

Create an Employee Profile

Once the employee is created as a contact in the People tab, you can set up their employee profile. To set up their employee profile, complete the following steps:

1. Navigate to the Contacts application (Apps > All Apps > Contacts).
2. Select the Employee Profile tab.
3. Click New.
4. The Employee Profile page opens. Select the appropriate company and contact from the dropdown list. Both lists come from the other tabs in the Contacts application.
5. Fill out remaining information as needed, including any comments or reference documents.
   The list fields including the Department field are lookup lists that your domain administrator manages in the Configuration app.
6. Click Save when you are done.

Edit an employee profile

To edit an employee profile from the Contacts application, complete the following steps:

1. Navigate to the Contacts application (Apps > All Apps > Contacts).
2. Select the Employee Profile tab.
3. Select the employee profile record you want to edit and select Edit from the action menu. Note that to modify the employee's name or company association, you will need to edit their record on the People tab of the Contacts application.
4. Make the appropriate changes and click Save when you are done. 

View an employee profile record history

Users with the appropriate permissions can view the history of a contact's record.

To view a contact's history, complete the following steps:

1. Navigate to the Contacts application (Apps > All Apps > Contacts).
2. Select the Employee Profile tab.
3. Select the employee profile you want to view history for. The detail panel will open. 
4. Select History from the action menu.
   
   
   
   
5. The history page will open. Select view edit for more details on a history item.

Delete an employee profile record

To delete an employee profile from the Contacts application, complete the following steps:

1. Navigate to the Contacts application (Apps > All Apps > Contacts).
2. Select the Employee Profile tab.
3. Select the employee profile record you want to delete.
4. The detail panel will open. Select Delete from the action menu and click OK on the confirmation message.
   
   Note that deleting the employee profile record does not remove the contact record from the People tab. It only removes the employee profile.
   
   
   
   

If a record was deleted in error, it can be recovered from the Recycle Bin application by an administrator. For more information, refer to Recycle Bin.