Field Employees

Field Employees use the Mobile App to perform tasks in the field. Office Users with Super Admin permissions can set up and manage these employee profiles from the backend.

Getting Started

1. Navigate to Field Employees Setup:
   • Go to Settings > Field Employees.
   • This section is divided into two parts: Manage Employees and Manage Groups.

Manage Field Employees

At the top of the Field Employees > Manage Employees page is the summary of Mobile App licenses owned, available for use, and the latest version of the Mobile App:

• Total Licenses: Total licenses purchased for the Mobile App.
• Available Licenses: Licenses that haven’t been assigned yet.
• Android and iOS Version: Shows the latest app version, helping ensure employees have the latest version installed.

Using the Field Employees’ Tables

Using Field Employee Tables

There are three tables for managing Field Employees:

1. Active Users Table: Lists employees currently working for your company.
2. Inactive Users Table: Shows employees who are off temporarily (e.g., seasonal workers).
3. Archived Users Table: For employees who no longer work for your company.

Note: Archived employees remain in the system for record-keeping.

Accessing the Tables

1. Switch Between Tables:
   • By default, the Active Users Table is displayed.
   • To view Inactive Employees, click Actions > View Inactive.
   • To access Archived Users from the Inactive Table, use the Actions button.
2. Return to Previous Tables:
   • In each table, use the Actions button to switch between Active, Inactive, and Archived views.

From the Inactive Field Employees table, use the Actions button to access the Archived Users table or go back to the Active Users table.

From the Archived Field Employees table, use the Actions button to go back to the Active Users or Inactive Users tables.

Active Employees Table Columns

The Active Employees table has ten columns:

• Employee ID, First Name, Last Name, Cell Phone, Email
• Position, Department
• Mobile App License: Indicates the license status, mobile device info, and app version.
• Last Sync Time: The last date and time the app started syncing.
• Last Token Refresh Time
• 3-dot Menu: This menu offers different options depending on the table:
  • Active Table: Edit or Deactivate an employee.
  • Inactive Table: Activate or Archive an employee.
  • Archived Table: Activate an employee.

Sort the Field Employees’ list
Click on the column header to sort the list according to the preferred field (employee ID, first name, last name, and others). 

Actions button

• The uses of this button are:
  • To move from one Field Employee’s table to another.
  • Create a new field employee. This function is available only in the Active Employees table.
  • Deactivate multiple users. This function is available only in the Active Employees table.

Filter Bar 

• Use this function to narrow down the list of Field Employees. This is especially useful for companies with multiple Field Employees.
• You can filter for the employee’s ID number, first name, or last name. 
• This search field is enabled for all Field Employees’ tables. 

Clear Filter Button

• Use this button to reset the table to its original format (remove the filter).
• The clear filter button is enabled for all Field Employees’ tables.