Adding an Employee

Overview

The Employee Register helps you keep track of your staff. Once employees are added, you can assign and manage training records, medical records, and other important details. Employees are also used to configure drivers and operators for the Prestart app.

Adding an Employee

1. Navigate to the Employees tab (1), and from the drop-down menu, select Employee (2).

2. Click the Add New button (3).

3.Fill in the required fields: First Name and Last Name (4).

• You can also complete additional fields as needed.
  • Mobile Number is used for Prestart Access.

• Once done, click Save and Close (5).

Additional Notes:

1. New Employees and Initial Status
   • After adding a new employee, their status will initially display as a grey dash with the message: "No records with expiry dates entered."
2. Updating to Green "No Exceptions" Status
   • Linking a record (e.g., a medical or training record) with an expiry date to the employee will update their status to a green tick, with the message "No exceptions." displayed on their profile.
   • If you are not subscribed to the full Employee Module, the system will automatically update the status to a green tick within a few hours, even without any records linked.