Employee View

The Employees tab allows you to view and edit the details of your employees. This view shows the employee's name, profile picture, job title, certification(s), current project(s), and location by default.

You can add employees individually, or you can import a CSV list of your employees.

You are also able to filter the employee list by Role, Certification Type, and Certification Expiration (if applicable).

To filter the list by employee role, simply click "Roles" and select which role(s) you are hoping to see.

To filter by certification, click "Certification Types" and select which certification(s) you are hoping to see.

You are able to narrow this list down even further and filter by when the certification is due to expire. To filter by expiration, click "Certification Expirations", and select only certifications in a chosen status.

While in the Employees list view, if you click on an individual employee, you can view more details, make edits, and see which projects they are assigned to.

In the employee's Overview tab, you can view employee details and certifications.

In the employee's Assignments tab, you can see which projects they are assigned to, the stage that project is in, their role and utilization for the project, and the project's timeframe.