Configure employees

In extro you configure employees centrally via the user profile. There, you enter administrative details, assign the employee to a team, and assign a role.
Role assignment directly controls permissions in the system.
 

Procedure

1. Open employee

1. Open Settings  →  User management

2. Open the required employee profile  →  General

3. Edit

2. Enter basic details

4. Enter the personal details (name, address, contact information).

5. Add the start and end dates if required.

6. Enter optional internal information such as the employee number or AHV number.

7. Save

3. Maintain administrative fields

8. Enter the Hourly rate, if relevant.

9. Define a Default work type, which is preselected for new time entries.

10. Upload Employee documents if required (e.g. contracts).

11. Save

4. Assign a role

12. In the user profile, select Assign role

13. Assign a role to the employee (e.g. Administrator, Project Manager, Employee)
    →  The corresponding permissions are automatically activated in the system when a role is assigned.

User management: Edit profiles and assign roles

Role assignment with corresponding permissions