The Employee Profile
Transferring an employee to another nursery branch
If an employee has moved to another nursery location within the same company, you'll need to transfer all their information over to the new branch. Fortunately, eymanage provides an easy way to accomplish this. Click on Employees in the sidebar. ...
Using tasks with employees
Tasks are a way of keeping track of any actions that employees need to perform. Assigning a task to an employee creates a record of it on their profile or on the Tasks screen, where you can insert a description of the task, as well as the date and ...
Activating/deactivating an employee profile
When an employee leaves the nursery, you need to be able to reflect this on the system. As a customer, you aren't able to delete employee profiles entirely from the system on your own, but you are able to deactivate them. By doing this, the staff ...
Adding employees to eypeople
Adding records of your employees to the system is an essential part of setting up your nursery for the first time, and of continuing to keep your system up-to-date as employees join and leave. There are several ways to add staff the system. If only a ...
Turn on sensitive information for the employee profile
In Global Settings, you can mark Medical Details, and Payroll & Bank Details on the employee profiles as sensitive, meaning it can only be viewed by the user roles that are specifically given access. In the top right, click on > Global Settings. ...
Customising gender identity
You can customise what options appear in the Gender Identity field of the employee profile in settings. In the top right, click on > Global Settings. Click on HR in the sidebar. Go to Staff > Gender Identity. Click on the icon in the top right to add ...
Creating a profile on eylog from eypeople
While filling in an employee’s profile form, you’re given the option to also create a profile for them on eylog using the information stored for them on eypeople, assuming you have both products. When adding a new employee Click on Employees in the ...
Creating an employee login
When filling in a staff member’s profile, you have the option to create an employee login for them. This way, staff members can use the eyemployee app, and access a limited version of the system using the Primary Email entered into their profile. You ...
Adding tags to an employee profile
Tags are a good way of keeping track of employees with certain qualities. Tags can be filtered, and also fit into various aspects of system functionality. Click on Employees in the sidebar. Click on the name of the employee to be taken to their ...
The communication tab
The Communication tab of an employee’s profile keeps a record of all message and email communications with this staff member. Use the buttons in the top left to sort between Sent (as in sent by a user on the system) and Received (as in received by ...
Employee grid/list/map views
There are three ways you can view the information on the Employees page: Grid view, List view, and Map view. To change between them: Click on the green drop-down menu in the top right (this will be labelled either Grid, List, or Map depending on what ...
Filling out the employee profile
Most of the fields in the employee profile are just used to record information. However, there are several fields that have system functionality. Let’s go over them. Profile First Name/Last Name: These are mandatory fields. You cannot create a new ...