Description: Use filters and bulk actions to efficiently manage employees in your company network. Employees associated with a company are listed and managed in the Employees screen.
Access Requirements
Administrator OR Manager with 'Manage company network and worker profiles' access.
Navigation
Click on Main Menu > Employees.
Filters
You can select any combination of filters to limit the list of employees to just those you're interested in.
- Departments
- Access Level (employee, manager, administrator)
- Jobs (filter employees by their employee profile job/s)
- Compliance (filter employees by their assigned compliance ruleset)
Selected filters are highlighted in blue. Filters that you set for a specific query are retained for that active session only. Next time you come back to the Employees page, the default sort order is returned (employees by ascending first name). Use the 'Search by Name' field to search for a specific employee.
Custom Columns
Select the columns which you want to see on your employee dashboard. The default field group includes the following, with Employees and Actions mandatory.
- Employees
- Jobs
- Departments
- Status
- Actions
View Selected Fields
Where you have selected more columns than can be seen in a single view, the Employees column is fixed. Swipe from right to left in the main body to reveal your other selected columns.
Sort Fields
The following fields are sortable. Click on the field name to sort by either ascending or descending alphabetical order.
- Employees
- Status (e.g. connected, invited)
- Access (employee, manager administrator)
Employee Profile
Click on an employee to be taken into their profile. Alternatively, click on the Actions field on the far right of the employee and select View Profile.
Add Employee
Employees are created and managed via the Employees page in Lighthouse Business Manager. To add a new employee, click on the Add Employee button, which will bring up the Employees page in a new tab.
Employee data is synced with Workforce on a regular basis. If you do not see an employee you have recently created or updated, click on the Sync button at the top of the screen.
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