Employees Module Fundamentals
Step-by-step training on how to use the Employees module in Diamond Operations Pro to register team members, maintain their information, and review their jobs and payroll history.
Course media is not available yet.
- Understand when and why to use the Employees module in daily operations.
- Identify key concepts such as employee, position, employee profile, employee jobs, payroll, and taxes.
- Navigate and use the employee list to search, create, edit, and manage employee records while reducing duplicates.
- Create new employee records with essential contact, position, payroll, and tax information.
- Edit and maintain employee profiles and understand how changes can affect jobs and payroll.
- Use the employee profile to review a person’s overall operational and payroll situation.
- View and interpret an employee’s job history to understand workload and participation.
- Review and validate payroll information for an employee, including hours, rate, overtime, tips, taxes, and net pay.
- Recognize and troubleshoot common issues such as assignment problems, payroll mismatches, and duplicate employee records.
This course covers the core workflows and checks you need to manage employees in Diamond Operations Pro. You will learn how to add and maintain employee records, use the employee profile for operational decisions, review jobs and payroll for each person, and handle common problems such as assignment issues or duplicate records.
Use this course if you are responsible for HR, payroll, supervision, coordination, or general administration of your company’s team in DOP.
Follow the lesson sequence
Introduction to the Employees Module
Purpose, audience, and key concepts of the Employees module in DOP.
What the Employees Module Is For
10 minThe Employees module is used to manage the people who work for the company or participate in operations in Diamond Operations Pro.
Working with the Employee List
How to use the main employee list to search, verify, and manage employees.
Understanding and Using the Employee List
10 minThe main screen of the Employees module shows the list of registered employees.
Creating and Editing Employees
Step-by-step workflows to register and update employee records.
How to Create a New Employee
10 minSteps to create an employee
How to Edit an Employee
10 minSteps to edit an employee
Using the Employee Profile
How to use the employee profile as a central view of operational and payroll information.
Understanding the Employee Profile
10 minThe employee profile centralizes the main information about a person in Diamond Operations Pro.
Reviewing Jobs and Payroll for an Employee
How to consult job history and payroll information for an employee and validate discrepancies.
How to Consult Jobs for an Employee
10 minSteps to review an employee’s jobs
How to Review Payroll for an Employee
10 minSteps to review payroll information
Troubleshooting Common Employee Issues
How to handle common problems related to employees, assignments, payroll mismatches, and duplicates.
Resolving Frequent Employee-Related Problems
10 minCommon problems and how to check them