¶ EMPLOYEES
The Employees menu allows you to manage your organization’s workforce in one place. From here, you can add new employees, edit employee details, reset passwords, enable or disable accounts, and remove employees when required. You can also assign roles (Employee, Manager, or Admin), promote managers to admin status, and control individual access permissions such as screenshot capture and employee dashboard login access.
¶ Add an employee
- Go to the Employees menu from the left-hand navigation panel.
- Click + New Employee located at the top-right corner.
- It will redirect you to the employee creation form.
- Fill in all required fields such as Full Name, Email Address, and Work Shift.
- Click Save to complete the process.
- Once saved, a confirmation message will appear and an invitation email with login credentials will be sent to the employee.
- You may add further details by selecting Add more details, or collapse the section using Hide details if additional information is not required.
- Easily create designations, shifts, and activity sets for employees by selecting +Add designation, +Add shift, or +New activity set respectively, and fill in the necessary details in the popup window.
- Select +Add designation.
- A popup window will appear, where you must input the mandatory details: Designation name and Description.
- Click the Add designation button to save the details.
- To modify the added Designation details, go to Settings → Designation.
- Click on "Add shift" to add your organization's employee shift.
- A popup window will appear where you can input the necessary details such as "Shift name," "Description," and "Shift start time and end time."
- Save the details by clicking the "Add shift" button.
- Note : To modify the added shift timing details, go to Settings → Shift.
¶ Overview
The Overview page displays the employee’s basic profile and company information, including personal details, employee code, designation, employment type, and assigned teams. It provides a quick summary of the employee’s status and allows admins to view and update key details from a single screen.
¶ Joining
- As a admin you can record the Offer Date and Joining Date to track onboarding timelines.
- Define the Probation Period (in months) and Notice Period (in days) as per company policy.
- Set the Contract End Date for contractual employees, if applicable.
- Optionally, add the Date of Retirement for long-term employment planning.
- All details can be updated anytime and saved using the Save button to keep employee records accurate and up to date.
¶ Address & Contacts
As a admin you can stores the employee’s contact details, residential addresses, and emergency contact information.
¶ Salary
As a admin you can manages salary details, payroll configuration, statutory deductions, and tax settings.
¶ Personal details
As a admin you can record employee's personal information such as date of birth, gender, marital status, and identification details.
¶ Profile
As a admin you can maintains educational qualifications, previous work experience, and internal company history.
¶ Documents
As a admin you can keep uploading and managing employee-related documents for records and verification.
¶ Employee exit
You can handles employee exit details including resignation date, last working day, and exit status.
¶ Additional options
Click the 3-dot menu near the Save button to access additional options such as Change Email, Reset Password, View Reports, Disable Employee, Remove Employee, and Promote as Admin.
¶ Change email
- You can change the email address by selecting the Change Email option.
- Once the email is updated, the employee will receive new login credentials via email to access the FocusRO client app.
¶ Reset an employee's password
- Select the "Reset password" option.
- Following the password reset, a popup window will display new credentials. Additionally, the respective employee will receive an email containing the updated login information.
¶ View Report
- To access the employee report, simply click on the "View Report" option. You will be able to see detailed reports for each employee.
¶ Disable an employee
- Click the “Disable” option to deactivate an employee.
Note:
- As a admin if you disabled an employee, they cannot sign in until an organization admin reactivates their account.
- Once deactivated, this employee will disappear in the list of active employees list and moved to disabled list
- The employee record will not be deleted. If required, you can renable the employee at any time.
- Disabled employees will be included in billing.
¶ Remove employee
- Click on the "Remove employee" option.
- A confirmation pop-up will appear. Click “Yes” to confirm the removal.
- Once an employee is removed from your organization's account, they will be updated under the "removed employees" list.
Note:
- As a admin if you remove an employee, they cannot sign in until an organization admin reactivates their account.
- The employee record will not be deleted. If required, you can reactivate the employee at any time.
- Removed employees will not be included in billing.
¶ Reactivate disabled employee
- Hover over the employee name and click on it.
- To reactivate an employee's account, click on the “Enable” button.
¶ Reactivate Removed Employee
- Navigate to the "Employee" section to access the employee list view.
- On the right side, locate the filter options labeled "All, Active, Removed, Disabled" for employee lists.
- Select the "Removed" option from the filter, You will now see the list of removed employees.
- Choose the option to “Reactivate” the removed employee.
- Once reactivated, the respective employee will appear in the active list.
¶ Individual employee-level settings
- Screenshot Capturing(Enable / Disable) - Now, company administrators and managers can customize screenshot-capturing settings on a per-employee basis.
- Employee dashboard access(Enable / Disable) - Take control of your employee dashboard access. Company administrators and managers can decide whether individual employees can log in to the dashboard to view their reports or not.
¶ Assign “Admin” access to another individual
- Admins can allocate admin privileges to other individuals, especially if they are managers.
When promoting an manager to admin or assigning restricted access, a confirmation popup will appear.
¶ Grant Full Access
- If you select Grant full access, the user will be able to:
- View and modify data of all employees across the organization
- A confirmation message will ask for approval. Click Yes to proceed or Cancel to discard the action.
¶ Grant Team-Based Access
- If you select Teams only, a team selection popup will appear.
- Choose one or more teams from the list (e.g., Back Office, Finance, Marketing, etc.)
- The user will be able to view and manage employee data only within the selected teams
- After selecting the required teams, click Yes to confirm or Cancel to exit without saving.
- To remove admin access from the respective manager, select the De-promote option.
