Understanding and Using the Employee List
The main screen of the Employees module shows the list of registered employees.
The main screen of the Employees module shows the list of registered employees.
From this list, and depending on your permissions, you can: - Search for employees - Create new employees - Edit existing employees - Delete employees - Open an employee profile - Access employee-related reports
This view is useful to confirm that an employee exists before assigning them to jobs or including them in payroll.
How to search before creating a new employee
- Open the **Employees** module from the main menu.
- Use the search options available (for example, by name, email, or phone).
- Type the known information about the person you want to add.
- Review the results carefully to check if the person is already registered.
- Only if you do not find a matching record, proceed to create a new employee.
Pre-checks to avoid duplicates
- Always search for an employee by name, email, and phone before creating a new record.
- If you see a similar name, open the existing profile to confirm whether it is the same person.
- If in doubt, consult with an administrator or HR before adding another record for the same person.
- Avoid creating additional records for employees who already have jobs or payroll history.
Common issues with the employee list
Creating a new employee without searching first
Always search by name, email, and phone in the employee list before creating a new record. This helps prevent duplicates and data fragmentation.
Deleting an employee with associated history without review
Before deleting an employee, check if they have job or payroll history. Do not delete employees with historical information without administrative review.