Employees: How to Create, Edit, and Manage Employees in Diamond Operations Pro

Who should use this module?

This article is intended for:

• Administrators
• Human Resources
• Payroll teams
• Supervisors
• Coordinators
• Users who manage employee assignments, reports, or payments

The goal is to help users register employees correctly, keep employee profiles updated, and review each employee’s operational and payment activity from one place.

When to use Employees

Use the "Employees" module when you need to:

• Add a new employee.
• Update contact information, address, or position.
• Assign employees to jobs.
• Review an employee’s job history.
• Review payroll information.
• Manage taxes, positions, or employee reports.
• Review the full employee profile.

Key concepts

Before working with employees, it is important to understand these concepts:

Employee
A person registered as part of the company’s team.

Position
The employee’s role, job title, or labor classification.

Employee profile
A consolidated view of the employee where users can review general information, associated jobs, payroll, taxes, and related reports.

Employee jobs
Jobs associated with or assigned to the employee.

Payroll
Information used to calculate payments, such as hours, rate, overtime, tips, taxes, and net pay.

Taxes
Tax-related information associated with the employee and used in administrative or payroll processes.

Understanding the employee list

The main "Employees" screen shows the employees registered in the system.

From this list, users can search for employees and, depending on their permissions, create, edit, delete, open the profile, or review reports.

This view should be used before assigning an employee to jobs or payroll to confirm that the person already exists in the system.

Before creating an employee, search by:

• Name
• Email
• Phone number

Creating duplicate employees can split job history, payroll information, and reports. This may cause operational, administrative, or payment errors.

> Important: If you change an employee’s position, labor configuration, or payment information, review whether future jobs or payroll records may be affected.

How to use the employee profile

The **Employee Profile** centralizes the most important information about the employee.

From the profile, you can review:

• General employee information
• Position or labor configuration
• Associated jobs
• Operational history
• Payroll information
• Taxes
• Related reports
• Available actions depending on permissions

The employee profile is the recommended screen for reviewing a person’s complete status before making operational, administrative, or payment-related decisions.

For example, if you need to confirm which jobs an employee completed, review payroll differences, or validate their labor information, open the profile first to review the full context.

How to review an employee’s jobs

1. Open the employee profile or the **Employee Jobs** view.
2. Select the required date range or filters.
3. Review the assigned, completed, or related jobs.
4. Open a specific job if you need to see more detail.

This information helps review:

• Workload
• Employee participation
• Assignment history
• Related labor costs
• Possible differences between jobs and payroll

Payroll should be reviewed carefully, especially when there are changes to position, rate, worked hours, overtime, or taxes.

How to manage employee taxes

The **Taxes** information may be related to the employee’s tax or payroll processes.

> Important: Do not modify tax information without validating that the data is correct and internally authorized.

Common issues

I cannot assign an employee to a job

Confirm that:

• The employee exists in the system.
• The employee is active.
• The employee has the required configuration to appear in assignments.
• No filters are hiding the employee.
• The position or labor configuration allows the employee to be assigned to the corresponding job.
  

Payroll does not match

Review the following information:

• Pay rate
• Worked hours
• Payroll period
• Overtime
• Tips
• Taxes
• Jobs included in the calculation
• Recent changes to labor configuration

If there are differences, compare payroll with related jobs and reports before making adjustments.

There are duplicate employees

Before deleting or consolidating records, compare:

• Personal information
• Email and phone number
• Associated jobs
• Payroll history
• Related reports
• Tax information

Do not delete an employee with historical jobs or payroll records without an administrative review.

The employee information is outdated

Edit the employee profile and update the necessary information.

After saving, review whether the changes affect future assignments, payroll, or reports.

Best practices

• Search for the employee before creating a new record.
• Avoid duplicate employees.
• Keep email, phone number, and address updated.
• Assign the correct position.
• Review the labor configuration before using the employee in jobs or payroll.
• Check the employee profile before making operational or payment decisions.
• Validate payroll against jobs and reports when there are differences.
• Do not delete employees with history without administrative review.
  

Expected result

After completing this process, users should be able to:

• Register employees correctly.
• Keep employee profiles updated.
• Assign employees to jobs.
• Review each employee’s operational history.
• Review payroll information.
• Validate taxes and labor information when applicable.
• Reduce errors in assignments, reports, and payments.