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Employees page

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MiBaseNZ’s Employees page is where you can see the list of all your current employees as well as adding any new employees. You can view the employee’s detail page, edit any of their information or resign them when they no longer work for your library.

To start adding your employees, go to Setup -> Human Resources -> Employees

 

Adding an employee

Click Add New.

Fill in the boxes. The only fields that are compulsory are the first and last name however it would be best if you could fill in as much as possible.

The Thumbnail field is where you add an image or photo of the employee which can be seen on their details page.
Before you do this, you will need to first upload their photo in the Upload Files page under Setup under the heading Running your Toy Library. Follow this link to learn how to upload files to MiBaseNZ.

When uploading the photo, the last two boxes ‘Access to file’ and ‘Category’ must have the selection as shown below. When the photo has been uploaded, copy ‘image name.jpg’ as outlined below and paste it into the Thumbnail field (see above).

Uploading an image

Once you have added all that you can click Save.

A Success box will appear. Click OK and it will take you back to the Employee List page where you will see the employee you have added.

Success message

 

Viewing/editing/resigning an employee

Alongside the employee’s details, you will see three buttons.

  • The first button allows you to view the employee’s detail page. You can view their information as well as their timesheets.
    Under Status, you will see Currently employed. If you view a former employee their status will be Resigned.
    To go back to the Employee List page, click the Employees button.

  • The second button allows you to edit the employee’s details. If you have made a mistake or would like to update any information, click this, make the changes and click Save.
    Editing an employee's details
    A Success box will appear. Click OK and it will take you back to the Employee List page.

Success message

  • The third button allows you to resign the employee which means when they are no longer working for you they can be listed under the Former Employees page. Once you click the button they will automatically be added to this page.
    No employee can be deleted as they are connected to timesheets.

 

Sorting/filtering/downloading the employee list

To sort or filter the list, click the arrows next to the heading you want to sort or filter the list by or type in the search boxes underneath the headings.

You can also download the list to PDF and/or Excel by clicking the Export to PDF or Export to Excel buttons. This will export the full list, not a filtered list. If you want to download a filtered list, export to excel and sort or filter through there.

 

Next to these buttons is the blue Documentation button. Clicking this, a short page instruction will appear giving you a quick overview of this page.

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