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.

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Accessing Employee Management

To access Employee Management:

1. Navigate to Settings > Business > Users from the left-side menu.

2. Select an employee from the list to view or edit their details.

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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

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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.

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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:

1. Navigate to the Documents tab.

2. Click the (+) icon to upload a file.

3. Once uploaded, files can be deleted if needed.

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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:

1. Click on New Note.

2. Enter the details.

3. Save the note.

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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.