Manage Employees

Employees are normally created and maintained using the Employee Import. However, if your business has contactors you can manually add them to the Employee list.

Remember to review the role matrix to see which roles can access the area.

 

Important Note

Check with your Administrator before creating an import as there could be an existing SFTP setup for the Employee Import!

 

Contents

Understanding the Employee Import Data

Employee Import via SFTP

We recommend you upload the Employee Import via SFTP (Secure File Transfer Protocol) to ensure that the employee data is maintained in line with the on-boarding and off-boarding of staff. Your IT team can create an automated script that extracts the appropriate data from your systems and then upload it via SFTP to our servers on a regular basis.

The main fields to import are listed below. Note that there are additional fields that can be imported.

Column Name Description Column Required?
Email Employee's company email. Yes
First Name Employee's first name. Yes
Last Name Employee's last name. Yes
Department The department the employee beongs to. Yes
Employee Type The type of employee. Such as Full-time, Part-time, Contractor, etc. Yes
Title Employee's title. No
Team The team the employee belongs to. Yes
Workstation Number The seat the employee is assigned to. No
Location This populates the employee’s location. Also, this field is used to populate the HR Location drop-down in the Building. For more details, see Add Building. Yes
Office Phone Employee's office phone number. No
Mobile Phone Employee's mobile phone number. No
Reporting To Employee's manager. No
Badge

This is the employee's badge ID, For more details, see Badge Swipe Integration.

No

 

Employee Import via Manual Import

If you are not using the SFTP to import the Employe Import, then you can use the Manage Employee's Import. For more details, see Add or Remove Employees via an Employee Import.

 

Navigate to Manage Employees

To access a list of all your employees, click on the Manage tab in the top right corner [1] then notice that Employees will be selected by default.

navigate_manage_employees.png

Search

From there you'll see the Search field where you can enter an employee name [1].

search_employees.png

Filters

Click on the Filter button [1] to show a wide range of filter options to limit the current list.

filter_employees.png

Filter Check boxes

Under the filter you can toggle these check boxes to the left to show only:

  • Seated 
  • Unseated 
  • Remote 
  • Manually Added

Note that those employees that were added to the SiQ product as part of an import process will not be shown when the Manually Added filter is selected.

Filter By

The Filter by Location, Manager, Department, Type, and Role all behave in a similar manner as described below.

In this example, the Location selection expands, and you can either search or browse for a location.

filter_by_location.png

Select either a building or a floor to apply the employee filter.

Note if you want to remove all the filters click the x next to the Filter button [1] or remove the individual filter, hover over the filter and then click the x [2].

remove_filter.png

View an Employee's Details

From the employee list, click an employee. The Employee dialog displays.

view_employee1.png

view_employee2.png

Note that the Employee's End Data does not unseat the employee in the floor map. If you need to see future terminations then, generate the Future Terminated Employees Report.

Update Selected Employee(s)

When you select one, multiple, or all employees  you are able to:

  • Update the Employee's Role
  • Mark an Employee as Remote
  • Delete a Temporary Employee

For more details, see Update Selected Employee(s).

Add a Temporary Employee

Employee names that aren’t on the master list are removed when you import a new list, so the manual add option is best for non-employees such as temporary workers and others who aren’t an official part of the organization's roster but may need to use spaces within the office. You can also use the manual add to quickly onboard a new team member and get them in the system without requiring interaction with your master spreadsheet. ​

For more details, see Add a Temporary Employee.

Employee Import History

The Employee Import History screen displays the statistics for all imports and their processing status. For more details, see Employee Import History.

Backup and Restore

You may need to restore an Employee Backup file when an employee import file was mapped incorrectly. When this happens, it often leads to employees being unintentionally unseated or deleted from SiQ. For more details, see Backup and Restore.

0 out of 0 found this helpful
Have more questions? Submit a request