Employees reference

The actual list of columns, fields, and statuses in the Employees module.

List columns

Column	Description
Number	The employee number. Next to it, an Invited tag or a user icon (Has system access) if the record has a user account
Employee’s full name	First, middle, and last name
Position	The employee’s job title
Department	The organizational unit
Number of units of the asset	How many assets the employee holds. Doesn’t include assets in responsible locations

Form fields

The fields are the same for adding and editing an employee.

Field	Description
Last Name	Last name
First Name	First name
Middle Name	Middle name
Phone	Contact phone
Email	Email address
Position	Job title
Employee number	The employee’s ID; used to match duplicates on import
Department	A department from the drop-down. If you type a new name, the department is created automatically when you save

If custom fields are set up for the Employee entity, they appear on the form below the department.

Card tabs

Above the tabs, the card shows the main details: avatar (or initials), full name, position, department, phone, and email.

Tab	Contents
Employee assets	Assets the employee holds, with their status
Activity	Check-outs and returns of assets involving the employee; excludes moves related to responsible locations
Responsible location	The employee’s responsible locations. Shown only if at least one location is assigned
Licenses	Licenses assigned to the employee. Shown when the Licenses module is enabled
Documents	Files attached to the employee, in the Attachments view (see Files and photos)

Asset statuses on the card

On the Employee assets tab, each asset shows its lifecycle status — the same one as in the asset list and on the asset card. The statuses and their meaning are set up in the settings — see Asset configuration.

Access permissions

Employee permissions follow the employees.* pattern and are granted through the user’s role.

Permission	What it allows
`employees.view`	View the employee list and cards
`employees.create`	Add employees and import them
`employees.edit`	Edit an employee and invite them as a user
`employees.delete`	Delete an employee, and also offboard, cancel offboarding, and reactivate

Employment status

Besides asset statuses, the employee has an employment status. It changes during offboarding and is shown as a badge on the card and in lists.

Status	Badge	Meaning
Active	—	The employee is working
Offboarding	Will be terminated on MM/DD/YYYY	Offboarding is scheduled; the date hasn’t come yet
Terminated	Terminated	The process is complete; access is blocked

The employee list is split into the Active and Terminated tabs. The full process is covered in the Offboarding reference.

Useful links

Manage employees — step-by-step tasks
Employees — how it all fits together