Employee list

How the employees list is organized and what it includes.

The employee list is a table with employee names and a number of employee properties. You can access the table by navigating to the Employees page from the left-hand navbar in your MobiClocks Web App.

Clicking on the employee entry takes you to the employee profile, where you can edit employee details. The table has the following fields:

  • Employee name
  • Role. The role of the employee within the organization.
  • Phone number. Employee's phone number.
  • Synced status. Indicates if the employee has been created manually or imported from a third-party integration, showing the name of the integration.
  • Company. Employee's company.
  • Pay Group. Employee's pay group.
  • Pay rate. Employee's pay rates.
  • Job Site. The job sites that the employee is assigned to. The employee's main job site is marked with a green checkmark. Read more in Job Site History.
  • Status. The status of the employee profile.
  • User Account. The status of the employee's user account.
  • Guaranteed hours. The employee's assigned Guaranteed Hours policy.

Employee badge

You can also select the employee's profile picture to open the employee badge, which is a summary of the key employee details. The following screenshot shows an example of an employee badge.

Employee badge

The card includes the following details:

  • Profile picture
  • Name
  • Employee number. The employee number assigned to the employee.
  • Pay group. Employee's pay group.
  • Email
  • Phone
  • Job title. Employee's job title.
  • Company. The company that the employee is assigned to. The history of past companies is available as well.
  • Skills. The skill tagsadded in the employee profile.
  • Certificaiton. Employee's certifications if any.
  • Main job site. The main job site of the employee. The history of past main job sites is available as well.
  • Current schedules. Employee's schedules.

Print the badge

Select Print badge to print the employee badge. This action opens the print dialog in your browser, where you can print it using any of your configured printers. The following screenshot shows the print dialog open in Chrome and set to save the badge as a PDF.

Badge printing

Note that the printable version of the badge is more concise and includes only a few key employee details.

Print multiple badges

You also have the option to print multiple employee badges at once. To do that, select more than one employees from the employee list and select the Print badge action at the top of the table. This will open a print dialog with multiple badges included, as shown in the following screenshot.

Bulk badge printing

Customizing and filtering the employee list

Each of the fields mentioned above has search or filtering options that you can use to locate employee profiles based on your chosen criteria. Additionally, the Columns menu in the top right corner lets you choose which columns to display. Some columns are mandatory, while others are optional. The folllowing screenshot shows the column visibility menu.

Column visibility option

Lastly, you have an option to filter out employee profiles based on when they have last been active in the system. Apart from the Show All option selected by default, you have Inactive for 3 weeks and Inactive for custom period, which you can select and enter a custom period of time. The following screenshot shows the filtering options.

Employee filtering based on inactivity

Exporting the employee list

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PERMISSIONS

Your role needs to have the Export employees permission activated under Administration > Role Permissions > Employees to be able to export employees.

To export the list of employees, select the Import/Export button and choose the Export option, as highlighted in the following screenshot.

Import/Export menu

In the dialog that opens next, do the following:

  1. Select the fields that you want to export. Note that Employee Number, First Name, and Last Name may not be deselected and must always be included.
  2. Choose the format of the document you want to export the list to.
  3. Select Export to download the document.

The following is the list of all the available fields that you can include:

  • Employee Number: The employee number.
  • First Name: Employee's given name.
  • Last Name: Employee's surname.
  • Job Title: Employee's job title.
  • Email: Employee contact email.
  • Phone Number: Employee contact number.
  • Street Address: Employee mailing address.
  • City: Employee city.
  • State: Employee state/province.
  • Zip Code: Postal code.
  • Last 4 SS#: Last four digits of Social Security Number.
  • Company: Employee's company.
  • Employee Status: Employee's status.
  • Pay Group: Employee's pay group.
  • Pay Class: Employee's pay class.
  • Job Site (Main): Employee's main job site.
  • Last Job Site Worked: Most recent work location.
  • Last Date Worked: Most recent work date.
  • Pay Policy Group: Employee's policy group.
  • Pay Item Mapping: Employee's payroll mapping.
  • Pay Rate Hourly REG: Regular hourly rate.
  • Pay Rate Hourly OT: Overtime hourly rate.
  • Pay Rate Hourly DT: Double-time hourly rate.
  • Pay Rate Weekly: Weekly salary amount.
  • Work Classification: Employee's work classification.
  • Ignore Job Site Hours Policy Y/N: Y if the employee's Ignore job site hours policy setting is activated. N if the setting is not activated.
  • Role: The role of the employee.
  • User Status: User account status: CREATED, NO ACCOUNT, or PENDING.
  • Custom Role Permission: Y if any settings under Employee Profile > User account> Role permission have been changed from the employee’s standard role permissions, N if standard.
  • External id: Third-party system identifier for employees imported from integrations.
  • Last Login Date: Most recent system access.
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NOTE

Any user-defined field that is added to the employee profile, will be included in the list of available fields as well.

Bulk actions

Apply template

When you select one or more employees with a Draft status, an Apply template action becomes available above the list, letting you apply a saved employee template to all the selected profiles at once. The action is disabled if any selected employee isn't in Draft status.

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PERMISSIONS

Your role needs to have the Apply template to draft employees permission under Administration > Role Permissions > Employees, plus the individual field-edit permissions covering any settings the template changes to be able to use this action.

Select Apply template, choose a template from the Select template dropdown, and select Apply. The following screenshot shows the dialog for applying a template.

Apply template dialog

If the template would overwrite values the selected employees already have, a Field Overrides dialog shows how many fields are affected. Select Skip Overrides to fill in empty fields only, or Review and continue to choose which overrides to apply, per field and per employee.

Once applied, a summary shows how many profiles succeeded and how many failed. The following screenshot shows the dialog for reviwing and applying overrides.

Overrides review dialog

Pay group changes take effect at the start of the next payroll week, while other fields, including Company, apply immediately. Values that can't be applied, such as a disabled entity or a job site outside your access, are skipped without blocking the rest of the template.

Print badge

Print the badges of the selected employees. See Print multiple badges to learn more.



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