Employees
1. Employees: Overview
The Employees module is designed to manage your team members. In this module, you can view and mo...
2. Employees: Use Cases
Use Case #1: Onboarding New Hires When a new employee joins, you create their profile in the Emp...
3. How to Create an Employee
Whether you need to update a user’s details, reassign them to different Projects, or completely r...
4. How to Assign an Employee to the Project and Desk
In Wifox Business Core Solution, employees with restrictive roles (e.g. “View Own”) must be expli...
5. How to Edit an Employee
Editing an employee lets you keep your team’s access, credentials, and schedules up to date as ro...
6. How to Filter and Search Employees
Use the Search and Filter tools in the Employees list to find anyone on your team—whether you kno...
7. How to Deactivate an Employee
Deactivating an employee suspends their access without removing their record; this preserves audi...
8. View & Manage the Employee’s Calendar
The Employee form now includes two distinct tabs—General and Calendar—so you can both manage a te...