EMPLOYEES / DROP DOWN MENU

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Copyright
Verge Inc

Disclaimer
This document is confidential and intended solely for the recipient's use. It may not be reproduced or distributed
without the written consent of Verge Inc. The information and methods described herein for using WebHR modules
are provided for the recipient's informational purposes and to facilitate the use of the software. and cannot be
intended as an offer or solicitation with respect to reselling and sharing it with 3rd parties and for any personal gain. All
functionalities, software, text, photographs, and logos contained in this document are owned and controlled by Verge
Inc.

Verge Inc
Verge Inc. is the parent company of WebHR a #01 SaaS-based HR Solution Globally and it has sole ownership of the
product.

Purpose
This guide is intended for training purposes for users of WebHR. It is current at the time of publication.

Version
V1.2

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How to Use Drop-Down Menu of Employees:

This document aims to highlight the steps required to Use The Drop-Down Menu Of Employees. Basically, the drop-
down menu options allow further operations, such as view and edit the record, add the employee additional info, set
the employee status, add the discussions and employee notes, view and add the employee activity and employee
documents, assign the job responsibilities, check the change history, define the employee access, and delete the
record.

Note: Employee Additional Information is described in a separate file.

Navigate to the Employees module that is present on the left-hand side of the screen.

Click on the Employees sub-module under the Employees module.

In order to view the Drop-Down Menu, Right-Click on an Employee Record on the data table, or click on the Hamburger
Icon.

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1. How to View Record in Employees:

By right-clicking on any of the employee records that you want to view, a drop-down menu will appear. Thus, click on
the View Record option.

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An Employee Record screen will appear where you can see all the information related to the Employee Record that
you wish to View.

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2. How to Edit Record in Employees:

By right-clicking on any of the employees records in which you want to add or alter something, a drop-down menu will
appear. Thus, click on the Edit Record option.

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After clicking on the Edit Record option, an Employee Record screen will open where you can make changes, once you
have made all the changes, click on the Save option.

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3. How To View Change History Of Employees:

By right-clicking on any of the employee records, a drop-down menu will appear. Thus, click on the Change History
option.

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Click on the Folder Icon of any record in which you want to view the Before and After changes.

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You can view the Before and After changes that were made in the employee record from the Change History pop-up
window.

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4. How to Update Employee Status:

By right-clicking on any of the employee records, a drop-down menu will appear. Thus, click on the Employee Status
option.

You can change the Employee Status from the Employee Status, Active, and Inactive options.

Note: If you will mark an employee as Inactive, then they will not be able to log in to their WebHR account.

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5. How to Add Employee Activity:

By right-clicking on any of the employee records, a drop-down menu will appear. Thus, click on the Employee Activity
option.

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From the Search Bar, you can find out the Activities that are already assigned to the employee.

After that, click on the Add Activity button that is present on the left side of the screen.

Then, select the Activity Type from the drop-down menu, and enter the text message regarding the Activity in the Text
Box.

After doing that, click on the Save button.

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You can View the Employee Activity on the Activity screen. Moreover, you can Edit it from the Edit Icon, Delete it from
the Cross Icon, and Add the Comments from the Post Comment option.

Note: Employee Activities are also visible on the Detailed Profile of an Employee.

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6. How to Add Job Responsibilities:

By right-clicking on any of the employee records, a drop-down menu will appear. Thus, click on the Job Responsibilities
option.

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On the Job Responsibilities pop-up window, click on the Add New Record button for adding the new Job Responsibility
of an employee.

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After that, enter the New Job Responsibility Item.

Once you are done with it, click on the Add Record button.

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Then, on the Job Responsibilities pop-up window, click on the Job Responsibility Template in order to choose the Job
Responsibility of an employee from the Template.

Select the Job Responsibility Template for an employee from the drop-down menu of Job Responsibility Template.

After that, click on the Update Employee Job Responsibility button.

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A list of Job Responsibilities will be shown after selecting the Template. Moreover, you can delete any Job
Responsibility from the Cross Icon.

Note: The list of items may vary depending on the number of Job Responsibilities you have added to the particular
Template.

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7. How to View and Attach Employee Documents:

By right-clicking on any of the employee records, a drop-down menu will appear. Thus, click on the Employee
Documents option.

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In order to add a new Employee Document, click on the Add Documents option that is present on the top-right corner
of the pop-up window. After that, add the relevant document from your computer, and click on the Open option to
add it to the Employee Documents.

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Any of the Employee Documents that are uploaded, will be visible here. Thus, click on any Document that you wish to
View. Moreover, you can Preview, Download, Email and Move the Document to Folder from the Hamburger Icon.

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You can also make the folders for Documents by clicking on the Add Folder option. Then, mention the Folder Name in
the text box, and press the Enter key on your keyboard. Hence, you can make several Folders and add multiple
Documents in those Folders.

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8. How to Do Discussions on Employees:

By right-clicking on any of the employee records, a drop-down menu will appear. Thus, click on the Discussions option.

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Enter your message in the large text box, and then a Discussion will be started on the Employee Record. Others who
are having the authority can get involved in the Discussion by sending messages in the same way.

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9. How To Add Employee Notes:

By right-clicking on any of the employee records, a drop-down menu will appear. Thus, click on the Employee Notes
option.

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After clicking on the Employee Notes option, the Employee Notes pop-up window will appear on the screen. Click on
the Add Note option that is present on the top right corner of the popped-up window.

Add relevant Notes in the Add Note text box.

Once you had entered the text, click on the Add Notes button. After doing that, click on the Add Note button that is
below the text box. Thus, this Note will be visible to other relevant authorities.

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10. How to Delete Employees Record:

By right-clicking on any of the employee records, a drop-down menu will appear. Thus, click on the Delete Record
option.

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Once you click on the Delete Record option, a pop-up window will appear. Here you can mention the Reason For
Deleting This Record (Optional) and then click on the Confirm Delete option.

Note: Once the record is deleted, you will not be able to retrieve back the information.

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Help & Support

Help Topics
A complete guide of WebHR Modules and how to use them is easily accessible within the system and will help you in
self-learning each module.

Live chat
Don’t feel lost if you are stuck at a certain point that how to use the system, just come to the live chat option and talk
to one of our customer care representatives to get instant feedback.

Support Tickets
For any query or concern that you want to raise regarding system or feature requests, you can easily add the support
tickets from the system and the concerned team will get back to you after the QA review (Quality Assurance) and you
will get the reply on support tickets.

FAQs
Feel free to look up to, and frequently ask questions from the help section of WebHR.

Request a Call Back

Contact Us
If you want to write an email to the support team, use the Contact us from the help desk option.

Talk to WebHR Chatbot

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Dear Reader

Thank You for spending time reading WebHR Guide. Hopefully, it helped you to understand the module and answered
your queries. If you want to explore more information, contact us through live chat.

Thank you!!

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