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Employees

Employees

Overview

The Employees screen is where you register and manage the company's employee directory. Employees are Master data the system uses as the recipient in the asset check-out and reservations modules, so Assets can be assigned to specific people in the organization and you always know who holds each item.

How to get there

Master > Employees

URL path: /master/employees

Key concepts

Term Definition
Employee A person registered in the system who can be checked out an asset or hold an active reservation.
Code The employee's unique, immutable identifier. Once created, it cannot be changed.
Active (status) Whether the employee is enabled to take part in check-outs and reservations.
Department The organizational area the employee belongs to (an informational field).
Job Title The employee's post or title within the organization (an informational field).

How to use it

Create an employee

  1. Click New (the + icon) in the action bar at the top right.
  2. The New Employee dialog opens.
  3. Enter the employee's Code (a unique identifier, required).
  4. Enter the employee's full Name (required).
  5. Optionally, fill in Email, Phone, Department and Job Title.
  6. The Active checkbox is ticked by default. Untick it if the employee should not be available immediately.
  7. Click Save. The system closes the dialog, shows a confirmation notification and refreshes the table automatically.

Edit an employee

  1. In the table, click the Code link of the employee you want to change, or right-click the row and choose Edit.
  2. The Edit Employee dialog opens. The Code field is not editable in edit mode.
  3. Change the fields you need and click Save.

Delete an employee

A single employee:

  1. Right-click the employee's row in the table to open the context menu.
  2. Choose Delete.
  3. Confirm the action in the confirmation dialog. The system deletes the record and shows a notification.

Several employees at once:

  1. Select the employees by ticking the checkboxes in the table.
  2. The Delete (N) button appears in the top action bar, where N is the number of selected records.
  3. Click that button and confirm the action in the confirmation dialog.
  4. To deselect every record without deleting, click the clear-selection link beside the counter.

Search and filter

  • Use the table's built-in search bar to search by Code, Name or Email.
  • Every column supports extra filters from its header.
  • When filters are active, an indicator appears with the number of filtered records. Click that indicator to clear every filter.

Refresh the list

Click Refresh (the reload icon) to reload the data from the server without reloading the whole page.

Fields

Field Type Required Description Validation
Code Text field Yes The employee's unique identifier. It cannot be changed after creation. Required. Not editable in edit mode.
Name Text field Yes The employee's full name. Required.
Email Text field No The employee's email address. None.
Phone Text field No Contact phone number. None.
Department Text field No The area or department the employee belongs to. None.
Job Title Text field No The employee's post or title within the organization. None.
Active Checkbox No Enables the employee for check-outs and reservations. Ticked by default at creation. None.

Table columns

Column Description
Code A link that opens the employee's edit dialog.
Name The employee's full name.
Email The registered email address.
Department The department the employee belongs to.
Job Title The employee's post.
Active A visual indicator (ticked or unticked checkbox) of the employee's status.

Permissions

Available to users with access to the module, as configured by your administrator.

Notes

  • The employees registered on this screen are the same ones you can select as the recipient when creating an asset check-out or a reservation. Keep this directory up to date so Assets stay traceable.
  • The table keeps the first three columns (Code, Name and Email) frozen when you scroll horizontally, so the record stays identifiable on small screens.
  • When you change the active company in the application's top bar, the employee list refreshes automatically to show only the selected company's employees.
  • The Code field is immutable by design: it lets historical check-outs and reservations reference the employee stably without breaking the link.

Troubleshooting

Symptom Likely cause Resolution
The Save button stays disabled. Code or Name is empty. Fill in both required fields before trying to save.
The message "Record not found" appears when editing an employee. Another user deleted the record while the session was open. Click Refresh to reload the list and try again.
No employees appear in the list even though records exist. Filters are active on the table. Click the filter indicator to clear them all.
The Code field cannot be changed when editing. The employee code is immutable after creation. If you need to correct the code, delete the record and create it again with the right code.
The Delete (N) button does not appear in the action bar. No employee is selected in the table. Select at least one employee by ticking its selection checkbox.

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