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Create employees and task

This article describes how you create a new employee in Emply and begin to include them in task and events.

Create new employee

You can read how to create a new employee in Employee.

  1. Go to Employees in the main menu.

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  2. 2. Click the New Employee button.

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  3. If you have more than one employee form, you can choose which one to use for this creation

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  4. Click Continue to go to the next step.

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  5. Fill out the employee form and click Save.

    Note

    If you want to start an onboarding process, you can read more here Move employee to Onboarding and Start Onboarding process

Create an event

How to create events in Emply when you need to schedule an interview with a candidate.

  1. Go to Recruitment in the main menu.

    Recruitment
  2. Click on the job where the candidate is located and click on Candidates.

    Screenshot
  3. Mark the employee you wish to schedule a meeting with and click on Schedule.

    Screenshot

Create/edit work tasks

Work tasks can be assigned to the employees within an organization through job profiles.

  1. Go to Settings in the main menu and then click on Employees+Templates+Work Tasks

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  2. Click on + New workspace to create a new workspace. A workspace is a folder in which you can gather work tasks that belong together.

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  3. Enter a title for the workspace under Add title.

    Note

    You can create the workspace in different languages, if your environment supports multiple.

  4. Open the workspace you created and click on + New work task.

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  5. Fill out mandatory information, which is described below.

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    • Title: Choose a title for the skill

    • Short description: Enter a description for internal use. This is optional.

    • Skills: Add skills to this work task. See also the article Create/Edit Skills

    • Import skills: With this function, you are able to import skills from other work tasks.

    • Click Save to save the work task.

    Note

    You will be able to create the work task in different languages, if your environment supports multiple.

Create/edit folder structure on an employee

Create/edit a folder or a folder structure on an employee profile.

  1. Go to Employees in the main menu.

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  2. Open an employee profile.

  3. Go to the tab Documents.

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  4. Click on New folder or hover your mouse over an existing folder and click onEdit

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  5. Fill in the following information about this new folder

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    • Title: Which title should this folder have?

    • Description: Which description should this folder eventually have?

    • Folder: Should this folder be placed in another folder?

    • Access: Who should have access to this folder?

    • Show across employees: Enabling this will display the folder and its subfolders on an all employees with the above information.

    • Remember to click Save.

    Note

    Access defined here determines who should have access to the documents in the folder. However, it is important to understand that, if the documents are used in the payroll widget as agreements, then the user will need access to payroll as well to be able to see the documents in the folder.

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