You can easily add new employees and invite them to work together with you from a single environment. This way, all information and data are centralized and accessible to everyone.
Creating an employee
To create an employee, go to HRM and click the green "New" button. You can select an existing person from the CRM list or create a new person.
After adding the employee, you can fill in the details:
To activate an employee as a user in the system, it is important to fill in the email address under 'Work email'.
Capacity planner & skills
If you are using the Capacity Planning feature in Simplicate, you can also indicate in this screen whether you want to display this employee in the employee overview of the Capacity Planning or not. This is particularly useful for obtaining the most accurate overview possible in the Capacity Planning.
Additionally, you can enter an employee’s skills/disciplines here. Disciplines are the hour types an employee primarily works on. The disciplines serve as a suggestion, making it easier later on to see which employees are available to take on a specific task.
Even if you are not using Capacity Planning, a skill can still be useful: When an employee logs hours, the hour type assigned as their discipline will be automatically selected first. An employee can still log hours on all hour types, in addition to the skills assigned to them.
Activate employee as user
You can activate an employee as a user under the 'User' tab. Click the link ‘Add this employee as a Simplicate user’:
You can then assign a number of preferences to the employee and configure the employee's permissions within the environment. When you assign more than one user group to a user, they will receive the permissions of both user groups:
By clicking ‘Save and invite’ at the bottom right of the bar, the changes will be saved and the employee will receive an invitation by email. The license for this user will take effect from that moment.