Employees

In GoServicePro, an employee represents a user of the application. Employees can own and be assigned to Cases, Work Orders, Parts Orders and other work items in the system. You can also associate employees to teams for enabling workflow throughout the system.

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You can insure accurate dispatching of resources by making use of scheduling information such as working hours, skills, certifications, location, customer and asset preferences as well as available spare parts.

Employee management is made better with GoServocePro’s security roles, features and permissions. Activities like creating groups, organizations and hierarchies contribute to a customizable and easy-to-use employee management system.

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See Also

 Employee Form

 Create New Employee

 Employee Certifications

 Employee skills

 Employee Inventory

 Employee Activity

 Employee Teams

 Employee Schedule

Employee Preferences

My Time

 My Profile

Steps:

  1. To navigate to Employees – listing screen, on the left pane menu, expand Admin and then click Employees. The Employees listing screen lists all the employees from the complete Business Unit.

  2. To add closed cases as well to the listing grid, click Include Inactive Employees.

  3. To create a new employee, on the toolbar, click New Employee and then enter required data.

  4. To export the listing grid display results, click Export to Excel button and then save the Excel file to desired location.

  5. To filter the search results, in the search bar, type the keyword and then click Search button.

  6. To clear the filter results/search results, beside Search field, click Clear button.

  7. To create a new filter:

    1. In the Search bar, type the keyword to display search results in the listing grid.

    2. Click Filter button and then in the dropdown menu, Click New Filter button.

    3. In the text field, enter the filter name and then click Save Filter.

  8. To delete existing filter:

    1. Click Filter button and then from the dropdown menu, select the filter that you want to delete.

    2. Click Delete Filter button.