Employee's Menu

A quick guide on how to enter Employees into the system. See related links in the left navigation bar for additional steps.

To begin, navigate to Employees > Employees. 

The page you will see after you clicked the employees from sub menu is the list of the employee's record. You can manage the list of employee's record on this page.

1. Status Drop down: By using this drop drown, you can select and show the status of the employee's record. You can choose between active, inactive and all employee list that will be shown on the employee's table.
2. Page toolbar: You can select different task for the employee's record by using this toolbar. 
3. Search box: You can search the employee's record by using this field. You can use the name of the client, job type, email, address of the employee in searching for the employee's record. 
4. Show drop down: This drop down lets you set the number of employees that will be shown on the list.
5. Checkbox: You can select the employee's record by clicking on the checkbox. You can use the "CTRL" and "Shift" key in selecting multiple clients from the employee's list.
6. Tabs: Clicking on the tab will sort the employee's record in either ascending or descending order in relation to the selected tab. This is also the description of each column from the employee's list.
7. Employee's List: These are the records of the employee. You can double click the employee's record to edit it.

You can manage the client records from the list. You can create and edit employee's record by clicking on the +New Button for the new employee record and by clicking on the Edit button to edit the Client's Record. 

You can do several tasks from the page toolbar that is located on the upper right portion of this page. The page toolbar lets you generate documents for the employees using the mail merge button, import employee's record from a file, delete the employee's record and export the employee's record.

1. Mail Merge: This will allow you to generate Word documents from any type of record within Brevity. For full guide of Brevity Mail merge, click on this link to access the page: Brevity Mail Merge 
2. Import: This will allow you to import the employee's record using a file (.CSV file) and Brevity will automatically create an employee's record. For full guide of Brevity Mail merge, click on this link to access the page: Brevity Import and Export function
3. Delete: This will delete the employee's record. Take note that after deleting the record, you cannot retrieve the employee's record.
4. Export: This function will export the employee's record and create a .CSV file which you can view using a spreadsheet program. For full guide of Brevity Mail merge, click on this link to access the page: Brevity Import and Export function

To get started, click here to go to the next page