🤓Employees

The Employee page is your go-to page for all things related to the employees within your organization. Some of the things you can do within this page include:

• Find a particular employee

• Filter employees in a particular role and/or designation or by employment status

• Manage employee information

Employee List

If you would like to find a particular employee, or look at the list of all employees, here is what you do:

1. Find the ‘Employee’ section on the navigation bar.

2. Under the Employee section, find the ‘Employee List’ button and click on it. You will then be taken to a page with a list of all employees, and basic information such as their names, official email addresses, and employment status.

Individual Employee

To view more detailed information about a particular employee, follow the aforementioned steps.

1. Use the 'Filter' and 'Search' Functions to find a particular employee by Role, Designation, or Employment Status.

2. Click on the Name of the employee to view their account and personal information, contact details, and more.

3. To Edit their information, while in the list view, click on the 3-Dot button under actions, and click on ‘Edit’.

Manage Check List

Members with the recruiter access can further add checklist items to help with onboarding and off-boarding, as well as manage the checklist items.

To add, view, and manage checklists, here is what you do:

1. Find the ‘Employee’ section on the navigation bar.

2. Under the Employee section, find the ‘Manage Checklist’ button and click on it.

3. To Edit An Existing Checklist, click on ‘Edit Checklist’ under actions. Here you can add and remove items on any particular checklist.

4. To Quick Add to an existing checklist, click on ‘Add Checklist Item’ under actions.

5. To Add A New Checklist, click on the ‘Add Checklist’ button on the top of the current page.

6. To Delete A Checklist item, click on the ‘Edit Checklist’ button under actions, find the checklist item you would like to delete, and click on the ‘Delete’ Icon.

7. To Delete An Entire Checklist, click on the ‘Delete Checklist’ button under actions.

Update Requests

Employee Account information is not directly editable by employees on Zircly. When an employee wants to update their information, they will have to send in a request to the HR Team, who will have to approve the update. Once approved the changes will reflect on the employee’s account information.

The Update Requests page is the go-to page to review and approve them.

Tracking Update Requests

To track update requests, here is what you do:

1. Find the ‘Employee’ section on the navigation bar.

2. Under the Employee section, find the ‘Update Review’ button and click on it.

3. The page displayed will contain all the update requests sent in by employees.

4. Use the 'Filter' function to filter by 'Approval Status' or 'Employee Name'.

5. Use the 'Search' function to find a particular request by type.

Processing the Request

To process an update request, follow the aforementioned steps, and find the request you would like to process or reject. Once found,

1. Click on ‘Edit’ to approve or reject the request.

2. Click on ‘View’ to review the request.

3. Click on ‘Notify User’ to notify the employee about the update.

4. Click on ‘Delete’ to delete an update request.

Shift Details

Shifts refer to the time-zone-based period during which an employee is expected to be available for work and meetings. The shift details page allows the HR Team, to add and manage shifts.

View Shift

To view all shifts within your organization, this is what you do:

1. Find the ‘Employee’ section on the navigation bar.

2. Under the Employee section, find the ‘Shits’ button and click on it.

3. The page displayed will contain all the shifts within your organization.

4. Click on the Shift Title to view the details of the shift, and the people on the shift.

5. To Add An Employee to the shift, click on the shift title, and navigate to the ‘Add Employee' Card. Type in their name and simply add them to the shift.

6. Search the employee by name, and click on save, to finish adding an employee to the shift.

Add New Shift

To add a new shift, here is what you do:

1. Find the ‘Employee’ section on the navigation bar.

2. Under the Employee section, find the ‘Shits’ button and click on it.

3. Find the ‘Add Shift’ button on the top of the page, and click on it.

4. Fill in all the required information, and click on save.

Edit Existing Shift

If you would like to edit an existing shift, here is how you go about it:

1. Find the ‘Employee’ section on the navigation bar.

2. Under the Employee section, find the ‘Shits’ button and click on it.

3. The page displayed will contain all the shifts within your organization.

4. Find the shift you want to edit, and click on ‘Edit Shift’ under the ‘Actions’

Delete Shift

To delete an existing shift, here is what you do:

1. Find the ‘Employee’ section on the navigation bar.

2. Under the Employee section, find the ‘Shits’ button and click on it.

3. The page displayed will contain all the shifts within your organization.

4. Find the shift you want to delete, and click on ‘Delete Shift’ under the ‘Actions’.