Adding/Viewing Employees

Adding/Viewing Employees

Module: Human Resources
Topic: Adding/Viewing Employees
Version(s): Version 5.1 and up 
Editions: All Editions




Create a New User

The Add/View Employee section of OrderLogix allows you to set up and manage your employees including their permissions and roles within the system. To access the Employee List Navigate to HR>Employee Data>Add/View Employees>Employee List. The Employee List allows you to add and or edit user information regarding permissions, roles and employee log in information among other options.

Note:Only Administrator level users can use this function.



Adding and Modifying Users

  1. From the Employee List, click on the  'Add New Employee' link in the upper right corner to add a new user.
  2. The Employee Setup window will popup on the Details tab.

Modify/Edit an Existing User

  1. Select the User you wish to modify from the list of Registered Users.
  2. Click on the  pencil icon to the right of the user. 
  3. The Employee Setup window will popup on the Details tab.


Note: The required fields are signified with the red asterisks symbol.

  1. Enter the first name, middle initial, and last name of the user and a title.
  2. Enter a user name.  The user name must be unique.
  3. Enter a password for the user.  Try to use well formed passwords with a combination of letters and numbers and without spaces. Confirm the password to ensure that you typed it as you expected. Note: Upon the employee logging into the system for the first time, they will be prompted to change their password.
  4. Enter the work phone number of the user.
  5. Enter the phone extension.
  6. Select which team the user is on. If not on any, leave defaulted to 'Not on a team'.
  7. Enter the employee number and the CTI employee number. If the CTI employee number is left blank the employee number will be used.
  8. Enter the hire date and end date.
  9. Enter the Hourly Wage.
  10. Enter the override code for the user if applicable.
  11. If the user is a timecard user, check the box next to Timecard User.
  12. If the user is CTI enabled, check the box next to CTI Enabled.  A soft phone will appear on the agent desktop the next time they log in.
  13. If the user is Recorder enabled, check the appropriate box.  Note: We do not support this feature in OrderLogix for this version and moving forward.
  14. If the user is active, check the box next to 'Is Active.'
  15. Next, click on the Roles tab to enter information about roles.


User Properties - Roles  A user of the system must have a role(s) in order to use the system.  The role determines the access to system functionality in regards to the menu navigation bar. For instance, a Sales Agent may need access to the Sales Agent menu items, but would not need access to the Company Data menu items.

  1. From the list of available roles, select the role, or multiple roles, you wish to add to the list of selected roles.
  2. To add the selected role(s) to the selected list, click on the  right arrow icon. You will see the menus that will be given to the user under "Visible Menus."
  3. To add all the roles on the available list to the selected list, click on the  double right arrow icon.
  4. To remove a role, or multiple roles, from the selected list, select the role(s) you wish to move and click on the  left arrow icon.
  5. To remove all the roles from the selected list and put them back on the available list, click the  double left arrow icon.
  6. Notice that a list of visible menus is provided to help you choose the most appropriate Role.
  7. Next, click on the Groups tab to enter information about groups.
Note: The Administrator role automatically assigns all permissions in the system.




The Groups determines what permissions are available to the agent.
 
The Departments determine what will appear when the user is accessing the time card feature in the system.

User Properties - Groups
  1. From the list of available groups and departments, select the group(s) or department(s), you wish to add to the list of selected lists.
  2. To add the selections to the selected list, click on the  right arrow icon.
  3. To add all the selections on the available list to the selected list, click on the  double right arrow icon.
  4. To remove a selection(s) from the selected list, select the selection(s) you wish to move and click on the  left arrow icon.
  5. To remove all the selections from the selected list and put them back on the available list, click the  double left arrow icon.
  6. Next, click on the Permissions tab to enter information about permissions.



Permissions allow a user to edit data of an existing record or to gain access to payment information, as well as the ability to change the status of a line item.  

You will see the permissions that are granted at the "group level" displayed with a (g) beside the permission. All user assigned permissions will be signified by a (u) beside the selection.

User Properties - Permissions
  1. From the list of available permissions, select the permission, or multiple permissions, you wish to add to the list of selected permissions.
  2. To add the selected permission(s) to the selected list, click on the  right arrow icon.
  3. To add all the permissions on the available list to the selected list, click on the  double right arrow icon.
  4. To remove a permission, or multiple permissions, from the selected list, select the permission(s) you wish to move and click on the  left arrow icon.
  5. To remove all the permissions from the selected list and put them back on the available list, click the  double left arrow icon.
  6. Next, click on the Calendar tab to enter information about Calendar rights.



User Properties - Calendar Permissions

This step allows you to configure what other users, or groups of users can add, view, edit or delete calendar events for this user. Note: Administrators can add, edit and delete calendar events for a user.

User Properties - Calendar Permissions
  1. Choose a user or group from the drop down menu.
  2. To give the selected user or group access to the user's calendar, click the Add button.
  3. To edit a user or group that has already been selected, click the  edit icon.
  4. You can then change the following rights to the calendar for the specified group or user:
    1. Add
    2. Edit
    3. Delete
    4. View Private Entries
  5. To cancel editing, click the cancel icon. This will cancel any changes made to that user or group.
  6. To save the changes, click the save icon.
  7. To delete a user or group that has already been selected, click the delete icon.
  8. Next, click on the Commissions tab to enter information about commissions.



The Commissions tab allows you to assign commission levels for an employee based on whatever criteria you choose.
 

User Properties - Commissions
  1. Choose a commission level from the drop down list. This will be the commission level assigned to the employee starting on the given date.  Note: The first commission level will automatically start on the current date.

To change the comission level, click the pencil icon in the Edit column.
To cancel the commission level, click the cancel icon in the Edit column. 
To delete a commission level, click the delete icon in the Edit column.
To save the current comission level, click the save icon in the Edit column.

  1. If desired, click Add Commission Level to add a new Commission Level for a future date.
  2. Select a date from the pop up calendar or enter a date in the Start Date field.

Next, click on the Clients tab to enter information about Clients.



User Properties - Clients

The Clients tab allows you to evoke client restricted access for this user. If you do not wish to restrict the user to only being able to view certain client's information in the system, you do not want to move over any clients in the list view. 

Next, click on the Notes tab to enter information about the Employee.



User Properties - Notes

The Notes section allows you to store employee information within the database.

Next, click on the Wages tab to view/modify shifts.


The Wages tab allows you to attach different shift wages based on departments, to this employee's information.

User Properties - Wages
  1. Choose a department from the drop down menu, and a shift that corresponds to that department

  2. To attach the shift to the employee's information, click the Add button.
  3. To edit a shift that has already been selected, click the edit icon.
  4. You can then change the Wage for the specified shift.
  5. To cancel editing, click the cancel icon. This will cancel any changes made to that user or group.
  6. To save the changes, click the save icon.
  7. To delete a user or group that has already been selected, click the delete icon.
Next, click on the Custom Values tab to add any applicable custom values for the user.



Next, click on the Alerts tab to add any applicable alerts for the user.


  • To save the current user, click the Save button.
  • To cancel any of the current changes you have made, click the Cancel button. This will close the User Setup window without saving any changes.
  • To apply the current changes you have made, click the Apply button.
  • To print the current User Setup window, click the Print button.


Users
Copyright 2019
Revised 5.7.2019


    • Related Articles

    • Viewing Call Log Data

      Module: Call Log Data Topic: Viewing Call Log Data Version(s): Version 5.1 and up  Editions: Call Center Edition Navigate to the Call Log Data module from the Company Data menu. (Company Data > Call Data > Call Log Data)   To view the call details, ...
    • Adding/Editing Departments

      Module: Human Resources Topic: Departments Version(s): Version 5.1 and up  Editions: All Editions Navigate to the Departments module from the Human Resources menu. (HR> Employee Data > Departments) To return to the previous page, click the Back ...
    • Adding & Editing Product Groups

      Module : Product Data Topic : Adding & Editing Product Groups Version(s) : Version 5.1 and up  Editions : All Editions Navigate to the Product Groups module from the Company Data menu. (Company Data > Product Data > Product Groups) To return to the ...
    • SIM - Adding Columns

      Editing the Header/Footer By default the header and footer will have a height of zero pixels which will make them invisible when rendered. To edit the height of the header or footer you can double click the header/footer node on the form tree or ...
    • SIM - Adding/Editing Custom Fields

      Module :  SIM Elements Path: Company Data > Advertising > SIM Custom Fields Topic : Adding/Editing Custom Fields Version(s) : Version 5.1 and up  Editions : All Editions You can create form specific custom fields, to capture and display additional ...