Creating / Activating / Editing Employees

Fill in the form; note that fields with a red asterisk are mandatory fields. You may need to set up certain fields in Customer Admin before creating your employee to ensure that the data pulls through in the drop-downs. Please note only those with Admin authority over a Branch or Companies have the ability to create new employee records. 

Once you have filled in the employee template, you will be asked whether you would like to create an Engage User. If you click on 'Not Right Now', it will save the employee record, but keep their profile 'grey'. This means that their information has been saved, but they are not yet eligible to log in to Engage. Please note, you will not be able to amend employee authorities until they have been activated in Engage. 

If you click on 'Yes Please', their profile will then turn green, and this sends out their employee information to their email address. Employees can use this login to log in to the web or app version of Engage as required. If your site is in 'Implementation Mode' during site setup, please contact support@engagesolutions.co.nz for more information. 

Once you have activated an employee, you will then be taken to the Authorities page. To learn more about Authorities, please click here. 

Once you have saved the Authorities, you will then be taken to the employee's Emergency Contact page on their employee bio. To learn more about the Employee bio, please click here. 

If an employee no longer works for the company, you can either set their profile as Inactive for temporary absences of leave, or terminate their employee profile. Click here to learn more. 

Once an employee record has been saved, you can pop back and Edit it at any time. You may need to amend employee details, such as their last name, their address, their phone number etc. Please note that only those with Admin authorities will have the ability to edit and employee's profile. 

To Edit an employee record, click on Employees / "Edit" next to the employees' name. You will need to ensure all mandatory fields are entered before you can save. Once the changes have been saved, the changes will be recorded in the Change Log. To learn more about the Change Log, please click here. 

If you have any other queries about Engage or creating / activating new employees, please contact support@engagesolutions.co.nz and we will get back to you as soon as we can.