Employees

Learn how to manage your staff and system users in BillSpree.

An Employee in BillSpree is a person who works for your organization and has a user account in the system. They represent your staff and internal users, distinct from your customers. Managing employee profiles ensures proper access control and resource allocation across the platform.

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List View Employees

Managing employees is a straightforward process. You can view all staff members in a list or grid format and filter them based on their current status (e.g., only “active”).

1. Navigate to Employees

To access your employee list, navigate to Users → Employees in the main menu. This page provides a high-level overview of all staff members registered in your system.

2. Add a New Employee

To add a new employee, follow these steps:

1. Open Creation Form

   Click the + New button (or “Add new”) usually located in the top right corner of the Employees page.

   
2. Enter General Information

   Fill in the basic contact details for the employee.

   • Name: The full name of the person (Required).
   • Email: Their professional email address, often used for system login.
   • Phone: A contact number for the employee.
   • Employee Number: A unique internal ID for the person in the system.
3. Assign Role and Status

   Define the employee’s position and access level.

   • Role: Their job role or type of access in the app.
   • Status: Whether they are active or not (e.g., still with the company).
   • Address: Detailed location information if used (Building, street, city, etc.).
4. Save and Confirm

   Once all details are filled, click the Save button. The employee will now appear in your list and can be assigned to projects.

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Detailed Field Guide

1. Professional Profile

Field	Meaning in simple words	Requirement
Name	Full name of the individual.	Required
Email	Their email (often used to log in).	Required
Employee Number	A unique ID for that person in the system.	Required
Phone	Primary contact number.	Optional
Role	Their job role or type of access in the app.	Required
Status	Active or Inactive status.	Required

2. Advanced Information

The application also stores additional attributes to help manage your workforce:

Field	Description
Competencies	Tracking specific skills and proficiency levels.
Permissions	Defining security/access rights within the app.
Association Type	Employment type (e.g., Permanent, Contract).

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Importing Employees in Bulk

For large-scale onboarding, you can add many employees at once by uploading a data file. This process allows you to populate your entire staff list efficiently.

1. The Bulk Import Workflow

Follow these steps to successfully import your employee data:

1. Prepare the File

   Ensure your data is organized in a supported format (like CSV). Include mandatory headers like Name, Email, and Employee Number.

2. Upload the Data

   Click the Import button on the Employees page and select your file to process the records.

3. Export for External Use

   You can also export the list (e.g., as a CSV) if you need to use the data outside the application.

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Where do Employees show up?

Employees are integrated throughout the BillSpree ecosystem to streamline operations:

• Projects (Workspree): Assigning team members to specific projects and tasks.
• Connections: Linking employees to specific services or accounts where relevant.

Whether you see buttons like “New”, “Import”, or “Export” depends on your specific permissions in the app.