How to create an Employee

Employee- They are the one who can access the Operations Dashboard.
In the dashboard :

• Click on the Hamburger Menu () → Setup → Employees (👨‍💼)

Open

Open

• Click on the ADD NEW button.

• Method 1 - New {Employee } option → A form appears with the required fields to be filled.

   

• Fill up the form with following fields:

  • Employee Name - The name of the Employee who will be accessing the Dashboard/Portal.

  • Employee Code - The Employee Code associated with Employee(Can also give a new code here).

  • Dashboard Username - When Employee Logs In, the name that will appear on dashboard.

  • Password

  • Mobile Number and Email of the Employee are not necessary fields.

After filling the whole form, You’ve successfully Created the employee.

• Method 2 - Upload CSV option → A form appears with the required fields to be filled.

• Click on Select from Computer to upload the Excel sheet.

• One can also drag and drop the file into the space provided in the window.

• You can download a sample Excel file to understand what data has to be entered by clicking on the Download Sample Excel option from the window.

• Click on the Upload and Add button, you’ve successfully added the employees.