coreSTORE - Employees: The Employee Dashboard

The Employee Dashboard allows you to configure and customize the columns to display relevant information according to your needs. It also includes features such as Excel Export, Email sending, printing mailing labels, cloning employee records, and modifying and deleting employees.

1. Click on the Company Module
   

2. Click on Employees
   

3. Click the gear icon on the right side
   

4. Check the box to enable/disable

Enabling the checkbox will allow you to view the selected item in the dashboard.

5. Drag the highlighted link up and down to rearrange the column
   

6. In the Employee Dashboard, Select the checkbox to the left
   

7. Click on E-Mail if you would like to send an email to this employee

The system will redirect you to the default Email provider on your computer

8. Click on Mailing Labels

This will enable you to generate mailing labels based on the address information stored in the account.

9. Click on Excel Export

This allows you to export a spreadsheet for your employee list

10. If you need to Delete an Employee Account, Click On Delete
    

11. Click on OK
    

12. Need to undelete the employee? Click the 3 dot menu in the Employee Dashboard
    

13. Click on Manage Deleted Employees
    

14. Check the checkbox
    

15. Click on Undelete
    

16. Click on OK unless Click Cancel if needed
    

17. Click Done to go back to the Employee Dashboard
    

18. Need to Clone an Employee? Click on the 3 dot menu next to Edit
    

19. Click on Clone Employee
    

20. Fill out the Basic Information > Set up Employee Login Info > Grant access and permission > Save

Access and permissions granted by one employee should automatically apply to the cloned employee.

Updated on: 06/26/2024