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Employees | WEB | Create New Employee

Create a New Employee Record

+Create New

  • Create a New Employee record with information and any relevant attachments.
  • Default tab opens into Details –> Fill out all details (especially mandatory in red)
  • Fill out Mandatory fields of Name and Status. Other details and Tabs can be filled out or left blank as per your organisation requirements.
  • Click Save (once complete)

 

Note! Other tabs are not available until after details tab is complete and saved.

 

 

Tabs: Contacts, Communications, Related, Notes, Attachments, Activity.

Once Details tab is saved greyed out tabs are now available:

 

Contacts Tab –> Click to +ADD

  • Fill out fields for each Contact –> Save when complete
  • As contacts are added they appear in list to view and filter.

 

Communications Tab –> Click to EDIT

Fill in emails details for notification communication from SpyderFlow to Employee (Scopes, Quotes, Purchase Orders)

 

Licences Tab –> Click to +ADD

  • Fill in fields to add relevant licences, certifications.
  • Note: the drop downs for Work/Service type and Licence/Certificate type can be set by your Manager or SpyderFlow Administrator.
  • Can add pictures, files of licences and/or certifications by upload to match in Attachments tab

 

Notes Tab –> Click to +ADD notes –> Complete fields and Save

 

Attachments Tab – Click to +ADD

  • Complete fields, choose files/photos and upload to Client
  • Save when complete

 

Activity Tab —> View by:

  • Reference type, Reference, Description, Change To and Change From (status), Created (date/time) and Created by (account name who did the activity) columns.