Employee profile page redesigned

The Employee profile page has been redesigned to provide a more organized and efficient user experience.

Details

Previously, employee information was displayed on a single page. With this update, the employee profile page features the following summary cards at the top of the page that provide quick access to key information:

• Status

• Business Phone

• Mobile Phone

• Business Email

Below the summary cards, related information is organized into dedicated tabs, making it easier to navigate and locate specific details.

The redesigned Employee profile page includes the following tabs:

• Details

  Displays the employee's general information, company details, and emergency contact information.

  

• Timecard Rates

  Displays the employee's standard and project-specific payroll rates.

  

• Education & Registrations

  Displays the employee's educational qualifications, professional credentials, and registrations.

  

• Files

  Displays all files linked to the employee record.

  

• Comments

  Displays any additional comments recorded for the employee.

  

The Add Employee and Edit Employee forms have also been updated with a tabbed layout, making it easier to view and manage employee information. The forms include the following tabs:

• Details

  Add or update the employee's general information, business and home addresses, company details, and emergency contact information.

• Comments

  Add or edit comments for the employee.

These improvements make it easier to find, manage, and update employee-related data while preserving the existing functionality.

How it works

1. Go to Contact Management.
2. Select the Employees tab and select an employee from the list.
3. Use the tabs to view related information.
4. To update information on the Details and Comments tabs, select Edit.
5. To add payroll rates, select the Timecard Rates tab and then select Add in the appropriate section.
6. To add educational qualifications, professional credentials, and registrations, select the Education & Registrations tab and then select Add in the appropriate section.
7. To link files, select the Files tab and then select Add.