Employees

Quick Start

Employees represent your organization's staff members. Track who creates invoices and analyze employee performance in analytics. Open the page from Settings → Organization Management → Employees.

Employee Fields

Field	Required	Max Length	Description
Employee ID	Yes	50 chars	Unique identifier (e.g., EMP001)
Full Name	Yes	100 chars	Employee's full name
Email	No	-	Email address (must be valid format)
Phone	No	50 chars	Phone number (any format)
Position	No	100 chars	Job title (e.g., Sales Manager)
Department	No	100 chars	Department name (select existing or enter new)
Hire Date	No	-	Date when employee was hired
Link to User	No	-	Connect employee to organization member account

Creating Employees

Open Create Dialog

Open Settings
In Organization Management, click Employees
Click Add Employee button (top-right)
Create employee dialog opens

Fill Employee Details

Required Fields:

Employee ID: EMP001 *
Full Name: John Doe *

Optional Fields:

Email: john.doe@company.com
Phone: +1 (555) 123-4567
Position: Sales Manager
Department: Sales (select or type new)
Hire Date: [Select from calendar]
Link to User: [Select organization member]

Department Selection:

Dropdown shows existing departments
Select "Custom Department" to enter a new one
Type new department name in text field

Link to User:

Links employee record to organization member
Enables user to be assigned to invoices
Shows member's name and email in dropdown
Optional - employees don't need to be linked

Save Employee

Click Create Employee button

Employee List

Table showing all employees:

Column	Information
Employee ID	Unique identifier
Name	Full name
Email	Email address (if set)
Phone	Phone number (if set)
Position	Job title (if set)
Department	Department name (if set)
Status	Active or Inactive badge
Actions	View details, edit, or delete

Managing Employees

Viewing Employee Details

Click employee row or View icon
Opens employee details page
Shows:
- Employee information
- Monthly performance stats
- Invoice history table
- Total invoices created
- Total revenue generated