Create/Edit/Link a New Employee  - Employee

Create/Edit/Link a New Employee  - Employee

Employee records are required for each user account. Employee records are not automatically created when a user account is created in NEXGEN. To add a new employee into the NEXGEN system, users should first create a user account for the employee if the employee will need to log into NEXGEN. Employees can be added individually or using the data import tool. Note – some functionalities in NEXGEN (like Board View in the Work Order module) require a user to be linked to an employee in order to use. For more information on how to create a user account please review the following article: Create/Edit/Link a User Account - Configurations​

Create a New Employee Record

To create a new employee record, follow the steps below:
  1. Navigate to the Employee module.
    1. From your dashboard hover over the resource icon and click on "Employee".
  2. Click "+ New" from the left sidebar.
    1. If the left sidebar is not visible click on the 3 horizontal lines next to the NEXGEN icon.
  3. Enter in employee record details. Please note that all items with a red asterisk are required to save the employee record.
  4. If the employee needs to be tied to a user account, select the user from the dropdown list under user. Enter the username if you do not see the name on the list. Please note, that only active user accounts that have not been linked to other users will populate in the dropdown list.
  5. Click "Save" to save the employee record.

Link an Employee Record to an Existing User

To link an employee to a user account, make sure the user account is active and not tied to an employee. Then, follow the steps below:
  1. Navigate to the Employee module.
    1. From your dashboard hover over the resource icon and click on "Employee".
  2. Search for the employee record using the left sidebar.
    1. If the left sidebar is not visible click on the 3 horizontal lines next to the NEXGEN icon.
  3. Open the employee record and click the pencil "Edit" button on the top right of the top zone.
  4. Select the user from the dropdown list under the user field. Enter the username if you do not see the name on the list. Please note, that only active user accounts that have not been linked to other users will populate in the dropdown list.
  5. Click "Save" to save your selection.
  6. The user and employee record should now be linked.

Edit an Employee Record

To edit an existing employee record including how to make an employee record inactive, follow the steps below:
  1. Navigate to the Employee module.
    1. From your dashboard hover over the resource icon and click on "Employee".
  2. Search for the employee record using the left sidebar.
    1. If the left sidebar is not visible click on the 3 horizontal lines next to the NEXGEN icon.
  3. Open the employee record and click the pencil "Edit" button on the top right of the top zone.
  4. Edit any employee details. If you'd like to make the employee inactive, uncheck the active box.
  5. Click "Save" to save your changes.

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