Employees

Once you have created your first role on the Dripos Web Dashboard, you will be able to create your first employee.

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Creating Employees on the Web Dashboard

1. Log on to the Web Dashboard. Once signed in, select Team > My Team:

1. Click the Create button in the top right corner > select Employee:

1. This will prompt a pop-up to appear where you will need to fill in the following information:

Name: Input the name of the employee.

Phone: Input the phone number of the employee.

Email: Input the employee’s email. This is especially important for communications if you are using the Dripos scheduler or Dripos payroll.

Start Date: Select the employee’s start date on the calander.

Department: This is an optional field that you can select if your shop has departments set up.

Manager: This is an optional field that you can utilize to assign the employee a specific manager.

Default Role: Select an existing role from the dropdown that you want to be the default role for the employee.

PIN: Input a four digit PIN that will be assigned this employee. They will use this PIN to clock in and clock out for their shifts, as well as for permissions that are employee PIN protected.

Compensation Type: Select if you’d like the employee to be paid hourly or salaried.

Hourly Pay Calculation: If the employee will be paid hourly, enter what type of rate they should be paid in this field.

1. Once you’ve filled in the required fields, click Add.

After being saved, this employee can now be viewed under Team > My Team > Employees:

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Employee Location Settings

After an employee is created, their Home Location(s), Scheduling Location(s), and Notification Location(s) can be viewed on their employee page and edited here:

Home Location: The location the employee works at most frequently. Employee’s roles and permissions will default to this location’s settings.

Scheduling Location: Locations that the employee can be scheduled at. Notification Location: Locations where the employee receives trade request and late clock-in notifications.

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Edit & Terminate Employees

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Adjust Employee Information

1. Log on to the Web Dashboard. Once signed in, select Team > My Team > select the Employees tab on the far right:

1. Locate the specific employee you wish to modify > click View:

1. Once on the employee’s information page, click the Edit Information button in top right:

1. This will prompt a pop-up to appear where you can modify the employee’s Name, Phone, Email, Start Date, Department, Manager, Home Location, Locations with Permission, Scheduling Locations, Notification Locations, Pin, Compensation Type, and Hourly Pay Calculation:

1. Once you have finished making your desired modifications, click Save.

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Terminating Employees on the Web Dashboard

If an employee quits or is fired, you can terminate them as an active employee from the Dripos system.

1. Log on to the Web Dashboard. Once signed in, select Team > My Team > select the Employees tab on the far right:

1. Locate the specific employee you wish to terminate > click View:

1. Once on the employee’s information page, click the Actions button in top right > click Terminate Employee:

1. This will prompt a pop-up to appear where you will need to select whether the employee’s departure from the company was voluntary or not. You can also attach any notes on why the employee is being terminated:

1. Once you have finished, click Terminate to finalize.

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Reactivating an Employee on the Web Dashboard

1. Log on to the Web Dashboard. Once signed in, select Team > My Team > select the Employees tab on the far right:

1. Click on the Inactive Employees tab at the top of the page > locate the specific employee you wish to reinstate > click View:

1. Once on the employee’s information page, click the Actions button in top right > click Reinstate Employee:

1. This will prompt a pop-up to appear where you will need to click Reinstate:

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Manage Employees

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Attach Additional Roles to Employees

1. Log on to the Web Dashboard. Once signed in, select Team > My Team > select the Employees tab on the far right:

1. Locate the specific employee you wish to attach additional roles to > click View:

1. Once on the employee’s information page, click on the Roles tab at the bottom of the page > click on the Add Role button:

1. This will prompt a pop-up to appear where you can select an additional role you’d like to attach to the employee from the dropdown. Click Add once your selection is made.

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Unattach a Role from an Employee

1. Log on to the Web Dashboard. Once signed in, select Team > My Team > select the Employees tab on the far right:

1. Locate the specific employee you wish to unattach a role from > click View:

1. Once on the employee’s information page, click on the Roles tab at the bottom of the page > locate the role you wish to remove from the employee > click Edit:

1. This will prompt a pop-up to appear where you will need to click Remove:

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Manage Employee Pay Rates

Learn more about Earning Types and Pay Rates here.

1. Log on to the Web Dashboard. Once signed in, select Team > My Team > select the Employees tab on the far right:

1. Locate the specific employee you wish to modify the pay rates for > click View:

1. Once on the employee’s information page, click on the Pay Rates tab at the bottom of the page. Here, you will be able to see all hourly pay rates that apply to this employee:

1. Locate the specific pay rate you wish to modify for the employee > click Edit:

1. This will prompt a pop-up to appear where you can modify the pay rate’s Name, Type, Amount, Range Start, and Range End:

1. Once you have finished making your desired modifications, click Save:

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Manage Employee Policies

Learn how to create Employee Policies here.

1. Log on to the Web Dashboard. Once signed in, select Team > My Team > select the Employees tab on the far right:

1. Locate the specific employee you wish to modify the employee policies for > click View:

1. Once on the employee’s information page, click on the Policies tab at the bottom of the page. Here, you will be able to see all policies that apply to the employee, including any time off or paid sick leave policies that they are enrolled in:

1. To un-enroll the employee from an existing policy, click Edit > Remove:

1. To enroll this employee in any additional policies, press Add Policy:

1. This will prompt a pop-up to appear where you will need to select the Policy from the dropdown, and add in the amount of Employee Hours (if any) they have accrued for this policy so far. In addition, select yes in the Override Approvals dropdown if you’d like the employee’s time off requests to be auto-approved:

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View an Employee’s Time Off Requests

1. Log on to the Web Dashboard. Once signed in, select Team > My Team > select the Employees tab on the far right:

1. Locate the specific employee you wish to view the time off requests for > click View:

1. Once on the employee’s information page, click on the Time Off tab. Here, you will be able to view all of the employee’s existing time off requests: