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Team: the personnel master data

All employees of the business — with or without system access. Fields, access badges, the employee profile and the difference from the access accounts.

The Settings → "Team" page is the first entry in the settings menu and lists "All employees of your business — with or without system access." That is the decisive point: a team entry is a personnel record, not a login. Anyone who should be able to log in additionally gets an access account via Access & accounts; employees without access are free and unlimited.

The record

Alongside name (required) and contact details, it includes: personnel number, position, start date, qualifications, the working time model (hours per weekday), "Vacation days/year" (default 30) and the hourly rate for costing. Notes hold up to 2000 characters.

The access status is shown by a badge per person: "Access active", "No access" or "Invited".

The employee profile opens with the tabs "Profile", "Time tracking" and "Absences" — including target/actual and the person's remaining vacation.

Who may do what

The page is visible to Admin, Planner and Team Lead; by default only Admin and Planner may edit.

Auch bekannt als: team, manage employees, personnel master data, deactivate employee, personnel number, employee left, resignation, hours per weekday.

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