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Employee Types

The employee type favors grouping to help you organize your employees' schedule planning or which will be accessible to the payroll module.

The employee type you create is designed to simplify grouping, making it easier to organize and schedule your teams. Additionally, you can decide whether this type of employee will be available for payroll.

Create an employee type

  1. From theWelcome | Human resources | Settings

  2. Click on Employee Types

  3. Press the + in the right corner

  4. Write your employee's resource type in the field Name

  5. Check the following items as needed (you can also check both at the same time):

    1. Available for planning : if you want the employee type to be present in the planning modules

    2. Available for payroll : if you want the employee type to be present in the approval and payroll modules

  6. Click the button To safeguard when you are finished

Edit an employee type

  1. From theWelcome | Human resources | Settings | Employee Types

  2. Click on the three points the type of employees you wish to modify

  3. Click on To modify

  4. Edit the information you want to change

  5. Click the button To safeguard when you are finished

You can click on the name of the employee type to modify the information.

Delete an employee type

  1. From theWelcome | Human resources | Settings | Employee Types

  2. Click on the three points the type of employees you want to delete

  3. Click on DELETE

  4. Click the button DELETE to confirm

If you have already assigned employees to its type, it will be impossible to delete.

Search for an employee type

  1. From theWelcome | Human resources | Settings | Employee Types

  2. Click on the search bar

  3. Type in the field Research the type of employee you want to consult

  4. You can click on the X, which is located at the end of the search, to delete your result

Sort name of employee types

  1. From theWelcome | Human resources | Settings | Employee Types

  2. Position your cursor close to the’stubborn Name (first column), a arrow is displayed

  3. Click on the arrow, it will sort in ascending order

  4. To get a descending order, click on the arrow (up direction)

  5. To cancel the sort, click on the arrow (down direction)