Manage employee details

Start from: The Workforce module.

Select Workforce Management > Workforce 2.0.

On the Workforce 2.0 screen, select the employee whose information you want to manage from the list.

The screen will open on the Employee Record tab. This tab has four sections:

Employee data

In this section, you can change any data related to the employee's record, such as personal details, add a photo, add emergency contacts, medical reviews, among others.

Here you can also activate, deactivate or change the profile related to the Employee App.

Note: For those using the GIR Staff app, it is possible to view their credentials, change their profile and reset the password.

Employment information

In this section, you can manage the employee's different work periods and, within them, the employment situations. These correspond to changes in contract type, different shift restrictions or transfers to other work centres.

To learn more about managing employee information, see Manage employee "employment conditions".

Time and attendance

In this section, you can configure the codes for clocking in and out on the T&A applications, either via PIN code or magnetic and NFC cards.

You can also select the centres where the employee is entitled to clock in using the Business Units selection tree.

Find out more about how to manage time and attendance codes in Assign or change the punch-in code.

Documentation

In the documentation section, you can only view the documents assigned to the employee you are viewing, provided you have the necessary permissions to see them.

If you want to add more documentation and send it, you must do so from the Documentation section of Workforce.

To learn more about managing documentation in Workforce, see the articles in the Documentation category.

Create an employee

Start from: The Workforce module.

Select Workforce Management > Workforce 2.0.
On the Workforce 2.0 screen, select New +.

If you have more than one country configured, you will need to select the country for which you want to create the employee first.

In the New Employee panel, you can add information in 3 steps:

Note: Fields marked with an asterisk (*) are mandatory.

Employee data

In this section, you will complete all the personal details of the new employee, taking into account the configuration applied in Workforce > Configuration > Employee record, regarding field requirements and visibility.

You can also activate and assign a specific profile related to the Employee App.

Once the information in this step is complete, select Next to move to the next step.

Employment information

In this step, you will complete the details related to the employee's contract, hire date, business unit, and category.

Additionally, you can configure shift restrictions by day of the week, also taking into account bank holidays and holiday eves.

You can also configure split shifts or shifts with different start times.

Once the information in this step is complete, select Next to move to the next step.

Time & attendance

In this section, you can configure the codes for clocking in on the T&A applications, either via PIN code or magnetic and NFC cards. You can also select the centres where the employee is entitled to clock in.

Once the information in this step is complete, select Accept to save the new employee's configuration.

The created employee will appear immediately in the employee grid. Depending on whether the hire date is current or in the future, you will need to adjust the corresponding filter.