Field Employees

Field Employees use the Mobile App to complete tasks in the field. Office Users with Super Admin permissions manage these employees from the backend.

Getting Started

Access Field Employees Setup:

1. Go to Settings > Field Employees.
2. This section has two parts:
   • Manage Employees: Add, edit, or remove employees.
   • Manage Groups: Organize employees into groups.

Managing Field Employees

At the top of the Manage Employees page, you’ll see a summary:

• Total Licenses: Number of Mobile App licenses purchased.
• Available Licenses: Licenses not yet assigned.
• Android/iOS Version: Latest app version, ensuring employees are up to date.

Employee Status Tables

Field Employees are categorized into three tables:

1. Active Users: Employees currently working.
2. Inactive Users: Temporarily inactive employees (e.g., seasonal workers).
3. Archived Users: Former employees (kept for records).

Switching Between Tables

• The Active Users Table is shown by default.
• To view Inactive Employees, click Actions > View Inactive.
• To access Archived Employees, go to the Inactive Table and use the Actions button.
• Use the Actions button to return to any table.

Understanding the Active Employees Table

The Active Employees table contains the following details:

• Employee ID, First Name, Last Name, Phone, Email
• Position, Department
• Mobile App License: License status, device info, and app version.
• Last Sync Time: Last time the app synced.
• Last Token Refresh Time
• 3-Dot Menu: Provides different options:
  • Active Users: Edit or deactivate an employee.
  • Inactive Users: Activate or archive an employee.
  • Archived Users: Reactivate an employee.

Features & Functions

Sorting Employees

Click any column header (e.g., Employee ID, Name) to sort the list.

Actions Button

The Actions button allows you to:

• Switch between employee tables.
• Add a new employee (only in Active Employees table).
• Deactivate multiple users (only in Active Employees table).

Filtering Employees

• Use the Filter Bar to find employees by ID, first name, or last name.
• Filters work across all tables.
• Click Clear Filter to reset the table.

This guide simplifies managing field employees, making it easier to navigate and keep records up to date.