Employee Management
Managewise provides a comprehensive Employee Management system, allowing businesses to manage employee records, track activities, manage time-off requests, and store important documents. This feature is essential for HR teams and managers to maintain workforce efficiency.
Accessing Employee Management
To access Employee Management:
Navigate to Settings > Business > Users from the left-side menu.
Select an employee from the list to view or edit their details.
Managing Employee Profiles
Each employee has a dedicated profile with multiple sections:
1. Personal Details
Displays basic information: First Name, Last Name, Email, Mobile Number.
Click Update to modify details.
2. Company Related Info
Title (Mr., Mrs., etc.)
Employment Start Date
Department assignment
Birthday
Managing Time-Off Requests
The Time Off tab allows:
Assigning specific Time Off Policies to an employee.
Viewing Leave Balances and history.
Managers can view approved or declined leave requests.
Uploading & Managing Documents
The Documents tab enables managers and employees to upload and manage documents such as contracts, IDs, and certifications.
How to upload a document:
Navigate to the Documents tab.
Click the (+) icon to upload a file.
Once uploaded, files can be deleted if needed.
Adding Notes
The Notes tab allows users to:
Create and store notes related to an employee.
Edit or delete notes as necessary.
To add a new note:
Click on New Note.
Enter the details.
Save the note.
Tracking Employee Activity
The Activity tab logs all employee-related actions, such as:
Profile updates
Payroll changes
Document uploads
Time-off approvals
This helps HR and managers track changes and maintain records for compliance.
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