Overview
Maintain staff records that can support ownership, assignment, and internal reference workflows.
Main purposeMaintain staff records that can support ownership, assignment, and internal reference workflows.
Important areasEmployee list, employee code, full name, email, phone, department, job title, active status.
Business valueClean employee records make assignment and internal contact information more reliable.
Where To Find It
Common Path: Employees
Exact access can depend on your QCRM role. If the menu item is not visible, ask an administrator to review your permissions.
How It Works
- Employee records store staff details such as code, name, contact details, department, and active status.
- They are separate from login users and can be used for operational references.
- Inactive employees can remain in history while no longer being selected for new work.
Main Areas
| Area | What It Is Used For |
|---|---|
| Employee list | Search and review staff records. |
| Employee details | Shows contact and department information. |
| Create/edit form | Maintains staff information. |
Important Fields And Controls
| Field Or Control | What It Means | When To Use It |
|---|---|---|
| Employee code | Internal staff code. | Use if your business uses employee IDs. |
| Full name | Employee name. | Required for reliable identification. |
| Email and phone | Work contact details. | Use for internal communication. |
| Department | Employee department. | Use for grouping and reporting. |
| Active | Whether the employee is currently in use. | Deactivate former employees when history matters. |
Recommended Workflow
- Open Employees if your menu or direct link provides access.
- Search for the employee before creating a new record.
- Enter code, name, contact, department, and job title.
- Keep active status accurate.
- Review linked work before deactivating an employee.
Best Practice
- Keep employee records and user login records aligned where both exist.
- Use consistent department names.
- Deactivate instead of deleting when past assignments matter.
Troubleshooting
- If an employee is not selectable, check active status.
- If a user can sign in but no employee record exists, ask an administrator whether both records are required.
- If department reporting looks inconsistent, clean up department names.
FAQ
Is an employee the same as a QCRM user?
No. A user controls sign-in and permissions. An employee is an operational staff record.
Should former staff be deleted?
Usually no. Deactivation preserves history.