Create employee

In the first step to create employees, click on the CRM → Address book tab and click on the People tab.

Here you can create your employees by clicking on + People. It is important that you enter the name of your employees.

You can also add further information, such as email addresses, telephone numbers or profile pictures. This will make subsequent communication and collaboration with your employees much easier.

Under Add field it is also possible to enter further details such as the position, department, e-mail signature or date of birth of an employee.

The next step is to click on the tab Company → Employees.

There you create a new employee with + Employees and can select the people you have previously added to the Address book under Person / Contact.

Please enter the date of entry, the functions and the time tracking information including working hours and holiday days per year.

The X-Board widget is set to "Holiday entitlement and flexitime account" by default. However, the use of these functions can be extended if required. The "Overtime" function can also be added.

A little further down you will find the option to set standard working hours for your employees. Here you also have the option of specifying whether time tracking is mandatory for employees and whether you want to keep a flexitime account. You can also enter the number of holiday days your employees are entitled to per year and store a public holiday calendar.

It is important to store working times so that absence requests can access the stored data.

As the next and final step of the Employee creation, navigate to User → Administration and create new access data for your employee with + User. Enter an e-mail address and a password for the new employee.

Here you can select whether your employee must confirm the e-mail address and change the password the next time they log in.

There is also the option of two-factor authentication. If you activate 2FA, you can decide whether the user must use 2FA every time they access Poool or whether the user can mark the browser or device as secure after a single 2FA. This means that the user only has to re-authenticate after 14 days.

In the next step, you must define which access rights the new user should receive. To do this, navigate to the newly created user and open the access rights. At this point, you can either allocate a predefined user role or define individual permissions.

If you require additional roles or would like to edit a role, you can customise this under Users → Roles.