After you've created your employees, manage them from the employees table. You can use the search feature to find specific employees, filter the table according to certain criteria, and edit employees to change their details.
Learn how to create employees in Create Employees.
To view existing employees in the system, go to People > Employees.
To quickly locate an employee, click the starting letter of the employee's name above the search bar or enter the name in the search bar and click Search.
If you have a large employee database, click Advanced to narrow your search results according to Employee Status, State, Cost Centre, Zone, and Team . You can then save these filter options as a saved search to access an employee or group of employees more quickly. Learn more in Save searches.
You can also click Modify Table View to Modify the data table view and adjust the fields of information displayed.
Edit Employee Details Access the employee card file and edit details. You can also access the employee card file by clicking the employee in the Employees table.
View Employee Schedule View the employee schedule in your default schedule view. Learn more in Set up defaults for the Scheduler Display.
View Employee Timesheet Generate and print the employee's timesheets. Learn more in Timesheets.
View Employee Notes Add employee notes to maintain a running record of any correspondence logged against the employee, and assign other employees to follow up correspondence if required.
Map Employee Map employee and job locations.
You can view archived employees by going to People > Employees > Advanced > Employee Status, then selecting Archived or Active & Archived. To make an employee active in your system again and allow quotes and jobs to be scheduled against them, click Options > Activate Employee.
Delete Employee Permanently delete an employee.
From the employee table, you can quickly view an employee's schedule in your default schedule view. Learn more in Set up defaults for the Scheduler Display.
Go to People > Employees.
Next to the employee, click Options > View Employee Schedule.
From the employee table, you can quickly view their timesheet for the current week.
Next to the employee, clickOptions > View Employee Timesheet.
You are taken to the Timesheet page, where you can generate and print the employee's timesheet. Learn more in Timesheets.
From the employee table, you can quickly view any notes on an employee and create new notes.
Next to the employee, click Options > View Employee Notes.
Click notes to view them, or click Create Note to write a new note.
These same notes are visible in the Notes tab in the contractor's card file.
If you store your employees' addresses in simPRO, you can view them on a map.
Select the check boxes for each employee whose location you wish to map.
Below the table, click Map Employees. Each employee is displayed as a pin on the map.
On the left side of the map, click the name of the employee to zoom in on them on the map.
If an employee has left your company, or is otherwise no longer active, archive them so that they can't be assigned to scheduled to jobs. You are still able to view their details for reference.
Select the check boxes for each employee you wish to archive.
Below the table, click Archive > OK.
To view archived employees, click Advanced and select archived from the Employee Status drop-down.
Under Employee Status, select Archived.
In the table, select the check boxes for each employee you wish to activate.
The activated employees are moved back to the main table.
Deleting an employee removes them from your system, and they cannot be restored like archived employees can.
Below the table, click Delete > OK.