Overview #
The Employee Table in Office-X provides a complete overview of all employees in the workplace. From this page, authorized users can view employee records, search employees, apply filters, customize table columns, assign work days, manage opening balances, add new employees, and access employee-specific actions.
[SS Placeholder: Employees page showing employee list, search field, filter button, top action buttons, columns dropdown, and employee table]
Who Can Use This Feature #
The Employee Table can be used by users who have access to the Employees route.
Common authorized users may include:
- Subscriber Admin
- Employee with assigned employee-management permission
The available buttons, table data, and action menu options may vary based on the logged-in user’s assigned permissions.
Access / Navigation #
To access the Employee Table:
Dashboard → Employees
After opening the route, the system displays the Employees page with search, filter, column customization, employee table, and employee management actions.
Employee Table Overview #
The employee table displays employee information in a structured list. Each row represents one employee.
The default table view includes:
- ID
- Shows the unique employee ID assigned by the system.
- Example:
HRAL26001,PRD26008,DEV26008
- Name
- Shows the employee avatar.
- Shows the employee full name.
- Shows the employee designation.
- Shows eligibility badges when applicable, such as Lieu Eligible or OT Eligible.
- Email & Phone
- Shows the employee’s official email address.
- Shows the employee’s phone number.
- Reporting Manager
- Shows the reporting manager’s avatar.
- Shows the reporting manager’s name.
- Shows the reporting manager’s email address.
- Employment Status
- Shows the current employee status.
- Example: Active
- Department
- Shows the employee’s assigned department.
- Example: HR, Admin & Legal, Production, Quality Control, Development
- License
- Shows whether the employee has an assigned license or seat.
- A checkmark indicates that the employee currently has an active license.
- Actions
- Shows the three-dot action menu for employee-specific actions.
Search Employee #
Users can search employees from the search field labeled:
Search employee by ID, Name
Search can be performed using:
- Employee ID
- Employee name
The employee table updates based on the entered search keyword.
Filter Employees #
Clicking the Filters button opens the filter panel.
The filter panel allows users to narrow down employee records using specific employee-related criteria.
The filter panel includes:
- Employment Status
- Dropdown default value: Status: All
- Used to filter employees by employment status.
- Pay Type
- Dropdown default value: Pay Type: All
- Used to filter employees by assigned pay type.
- Department
- Dropdown default value: Department: All
- Used to filter employees by department.
- Eligibility Type
- Dropdown default value: Eligibility: All
- Used to filter employees by eligibility, such as Overtime or Lieu Leave.
- Reporting Manager
- Dropdown default value: All
- Used to filter employees by their assigned reporting manager.
The filter panel also includes:
- Clear All
- Resets all selected filters to their default values.
- Apply Filters
- Applies the selected filter values and updates the employee table.
- Close Icon
- Closes the filter panel.
Column Visibility #
The Columns dropdown allows users to control which columns are visible in the employee table.
The dropdown includes the following column options:
- Employee Id
- Shows or hides the employee ID column.
- Name
- Shows or hides the employee name, avatar, designation, and eligibility badge.
- Email & Phone
- Shows or hides the employee email and phone number.
- Reporting Manager
- Shows or hides reporting manager information.
- Employment Status
- Shows or hides the employee status column.
- Department
- Shows or hides the department column.
- Pay Type
- Shows or hides the employee pay type column.
- Joining Date
- Shows or hides the employee joining date column.
- Probation End
- Shows or hides the probation end date column.
- Ending Date
- Shows or hides the employee ending date column.
- Salary
- Shows or hides the salary column.
- License
- Shows or hides the license status column.
- Actions
- Shows or hides the row-level action menu column.
By default, the selected visible columns are:
- Employee Id
- Name
- Email & Phone
- Reporting Manager
- Employment Status
- Department
- License
- Actions
Optional columns that can be enabled when needed:
- Pay Type
- Joining Date
- Probation End
- Ending Date
- Salary
When a column is selected, a checkmark appears beside it. When a column is deselected, that column is hidden from the table.
Assign Work Days #
The Assign Work Days button is available at the top-right side of the Employees page.
This option is used to assign specific work days to employees when they need custom work-day schedules.
Opening Balance #
The Opening Balance button is available beside the Assign Work Days button.
This option is used to manage employee opening balance information, such as initial balance-related setup depending on company
Add Employee #
The + Add Employee button is used to create a new employee record.
Clicking + Add Employee starts the employee creation flow, where authorized users can enter required employee information such as:
- Personal information
- Contact information
- Department
- Designation
- Reporting manager
- Employment details
- Salary or pay-related details
- License or seat assignment details
Row-Level Action Menu #
Each employee row includes a three-dot Action menu.
The available actions depend on the logged-in user’s permission.
Possible actions may include:
- View employee profile
- Edit employee information
- Reset password
- Change employee status
- Manage employee license or seat assignment
- Manage employee work schedule
- Manage payroll configuration
- View employee work details
- Manage employee-related records
The action menu helps users perform employee-specific operations directly from the table without leaving the main Employees page.