Personnel
Locating Fobs or Cards in Card Management
If you want to locate an employees fob or card, or you are struggling to find it when searching in the 'card management' page, please follow these steps to find them. 1. Navigate to the Menu > Personnel > Card Management screen and click on the ...
Leave Reasons
System allows creating unlimited Leave Reasons Leave reasons can be defined under Menu - Personnel - Settings - Leave Reasons Tab Add Leave Reason Click on icon to add Leave Reason, provide description, turn switch on for Active and click save Edit ...
Departments
Synergy Workforce allows defining departments with multiple parent-child hierarchy levels There is no limit to how many folders you can have in the system Departments are managed under Menu - Personnel - Settings - Departments Tab Add Department ...
Custom Fields
System allows defining unlimited custom fields as required To define custom fields, go to Menu - Personnel - Settings Add Custom Field Click on icon to add new custom field, select field type, give a name and click save If selecting ...
Card Management
Card Management screen allows managing single or multiple cards allocated to each individual employees, staff and visitors in the system Add Card Click on icon, user will give 3 options: 1. Employee Card 2. Visitor Card 3. Security ...
Leavers and Inactive
Select single or multiple employees Click on to mark selected items as leavers Insert Leave date and reason and then click on save to mark them as Leavers Click on to mark the selected items as inactive
Delete Employees
Click on against the employee and click on icon to delete employee It is not recommended to delete an employee. Instead mark them either inactive or leaver in the system Once employee is deleted, related timesheets and dependencies will also get ...
Duplicate Employees
Click on against the employee and click on icon to duplicate employee Amend/Insert new information as required and click save
Edit Employees
Either double click on employee line or click on against the employee and click on icon to edit the information of an individual employee Amend information as required and click save
Add Employee
Click on icon to add new employee within Personnel screen General Tab 1. Emp. No - Unique Employee number (can contain both Alphanumeric, max 10 characters) Mandatory Field 2. Badge No - Badge number of an employee (numeric ...
Personnel Overview
Personnel screen allows an organisation to address the whole number of individuals working for them. Screen can be structured and organized with different sites, divisions and departments/sub department. 1. Search Employee (s) by clicking on Filter ...