> ## Documentation Index
> Fetch the complete documentation index at: https://docs.techfootintl.com/llms.txt
> Use this file to discover all available pages before exploring further.
# 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.
***
## **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:
Click the **+ New** button (or "Add new") usually located in the top right corner of the Employees page.
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.
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.).
Once all details are filled, click the **Save** button. The employee will now appear in your list and can be assigned to projects.
***
## **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). |
***
## **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:
Ensure your data is organized in a supported format (like CSV). Include mandatory headers like Name, Email, and Employee Number.
Click the **Import** button on the Employees page and select your file to process the records.
You can also **export** the list (e.g., as a CSV) if you need to use the data outside the application.
***
## **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.