As an Administrator, you can use the My Employees' page to browse and manage your employees' accounts.


You can add employees, find employees based on their workflow status, see which employees are connected to a certain Client, and show employees based on their Sitepass user role. You can also search for an employee by their name.

You don't need to be on the My Employees' page to search for an employee, you can use the quick search bar (which is at the top of every Sitepass page) to search for an employee.

Add an Employee



Selecting the Add an employee button enables you to invite an employee to connect. For more information, please see out Inviting your employees to connect article. 

Refining your results

You can use the search filter to refine the results on your page.  These filters enable you to search for an employee based on:

FilterDetails
Workflow Status

You can use this option to keep track of the people who fall into a certain category, for example, you might have a process that requires you to follow up with everyone who has an Incomplete status; knowing that they need to move their status forward to be authorised to work onsite.

Options: All, Approved, Conditional, Declined, Incomplete, Pending, Ready and, Submitted.
Default: All

Clients

An Employee can be connected to multiple clients. You can use this option to sort by employees who are connected to a particular client. 

Options: Shows a list of your clients - to appear here, your client needs to be connected to one or more of your employees.
Default: All

Work Role

You can refine your search so that only the employees with Administration rights appear in the results. 

Options:  Administrator, All.
Default: All


Options: Grid or List view

You can change how your results appear on the page by viewing them in Grid or List view. To do so, go to the Options button and select the type of view you require:

Grid view - navigation tips

The Grid view displays your results like this: 


Clicking on the person's name takes you to their page.

As an Administrator, hovering over a profile makes three dots appear. Clicking on these dots allows you to make a person an Administrator or a Work Site Manager. You can also remove a person's Administrator or Work Site Manager permission via these dots.


There is a View Statuses/Hide Statuses link against each of your employees - an example is shown below:

Clicking on View Statuses displays a summary in the profile panel; it lists the person's workflows and the status of those workflows.

Clicking on the name of the business takes you to Employee Overview page for that employee, with that business pre-selected as the client.

Clicking Hide Statuses take you back to that profile view.

Both panels of the employees profile show you how many workflows are associated with that employee. For example, the image above shows that Jim Jones has 3 workflows.  

List view - navigation tips

The List view displays your results like this: 

There is a Columns drop-down that lets you select which columns appear in your list. The Columns drop-down is next to the Options drop-down. The columns that are ticked on appear in your list. An example of the Columns drop-down options is provided below:

Clicking on the person's name takes you to their page.

The Work Sites column shows the number of work site connections the person has for each of the businesses they are linked to. If a person has work site connections, you can click their Work Site results and a panel will open for that person. The panel shows the name and address of all relevant work sites linked to that person for that business.


Reset all filters

The Reset all filters option allows you to remove all filters from the page, which takes you back to the unfiltered results. 

Sitepass retains your selected filters when switching between pages. If you would like the page to return all the results, then remember to click the Reset all filters option when returning to the page.

Save search

You can set the search filters to return certain results. You can then save that set of filters under one search option.

To save the search, please follow these steps:

  1. Choose a workflow status from the Workflow status drop-down - perform this step if you would like to specify a status in your search. You can choose more than one Workflow status. 
  2. Choose a client from the Clients drop-down perform this step if you would like to specify a client in your search. You can choose more than one client.
  3.  Choose a work role from the Work role drop-down - perform this step if you would like to refine your results to return Administrators only. By default, the Work role option is All, which means that you only need to specify an option here if you only want Administrators returned.
  4. Click on Save search.

    The Save search panel opens.

  5. The Type field defaults to Employees - you cannot edit this field.
    However, you can choose a name for your search. To do so, enter a name in the Search title field. This is a mandatory step. 
  6. Save your search by selecting the Save button.

Your saved search now appears in the My searches drop-down.

My searches

You can access your saved employee searches in the My Searches drop-down list.


To bring up the results for a saved search, got to the My searches drop-down and select the required search.

You can remove a search from the list or rename a search by going to the My searches drop-down and selecting the Manage searches option; this opens the Manage saved searches panel. 


 DELETE:
From here, you can delete an option by clicking the Remove button.

A Delete search warning appears, select the Yes, proceed! button to delete the search. 

RENAME: To rename a search, click in the name field and start typing. Clicking out of the field saves your changes.

More Information

For more information on My Employees, please see the following articles: