Employee Settings > Information

Employees are created in the resource module and are usually controlled by a system administrator, designated role(s), or person(s) within your agency. Once an employee is created there is additional information that can be set against the employee record.

ADD INFORMATION TO EMPLOYEE RECORD

There are two options for adding information to an existing employee record:

1. via the employee card pop-up presented upon completion of creating the employee

Open

2. via the resources module > employee settings grid

• Select the employee > open the employee card

• Go to the information tab

Open

• From here you can update the following employee information:

  • Name

  • Initials (used to add the employee to conversations and tasks)

  • Position

  • Phone number

  • Mobile number

  • Social information e.g. LinkedIn, Skype, etc.

  • Skills e.g. photoshop, 3D, etc.

  • Interests

  • Resource group (usually used on clients and prospect resources, resource groups are used for grouping resources together e.g. for a mail-out)

  • Tags

  • Address details

UPDATE PROFILE PICTURE

Assigning a profile picture to an employee is a recommended process, as it helps to distinguish between resources easily.

Employees can update their own profile pictures in my settings, or administrators can also update an employee’s profile picture in the resources module via the information tab.

• Hover the mouse over on the profile picture box with the employee’s initials or the existing profile picture.

• The different options will now be displayed and allowed you to select

  • to zoom in the profile picture

  • to remove the existing profile picture

  • to upload the new profile picture

• Click the upload icon

• Select your image > click open

• The employee now has a new profile picture

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