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Features in the employee list

Which features do I have access to in the employee list?

After creating an employee in CleanManager, the administrator and supervisors will be able to access a number of features for said employee in the Functions column. These features can help you access different areas in the system that affect the individual employee, such as keys associated with the employee or reminders.

 

In this article, you will learn how to use the features in the employee list:

 

 

 

How to access the features in the employee list

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In the menu, go to Employees > Employee list

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Here, you can access all the features of the individual employee in the Functions column

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These are the features you have access to in the Functions column

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See the table below for an explanation of what the different features do:
 
Send a message to the employee

Click on this icon to be redirected to the menu Send message, from where you can send an e-mail or text message to the employee in question. Read more about that here: Sending a message from the employee list.

NOTE! In order to send text messages, the Text Messages add-on module needs to be activated in your account. Read more about how to do that here: Add-on modules.

NOTE! This feature is only available if the fields for e-mail and/or work phone number have been filled out.

Edit employee

Click on this icon to edit the employee data. Read more about that here: Editing an employee

Delete employee
By clicking on , you delete the employee in question, and they will be removed from future tasks. The employee will be moved to the archive, from where they can be reactivated at a later time. Read more about that here: Deleting an employee and How do I restore a deleted employee?

Employee journal

The employee journal can be seen as a kind of diary for employees, where the administrator and/or supervisors can create a journal entry and see previous entries. This is useful if, for example, an employee has complained about a cleaning task, and you want to document the date and the specific criticism. Supervisors can only delete entries they have created themselves. The employee in question cannot see the journal.
View comments Info3.png
If a note has been written in the Comments field in the employee data, you can click on the information icon to view it.
View reports associated with this employee 

NOTE! This feature is only available if the Audits add-on module has been activated in your account. Read more about how to do that here: Add-on modules.

By clicking here, you can access the audits that have been completed and assigned to this employee, or that the employee has filled out themselves. You can also go directly to filling out a new report. Read more about that here: Get started using reports.

View keys associated with this employee
Here, you can see the key rings associated with this employee. After clicking on the icon, it will also be possible to click on Manage key rings to create a new one. Read more about that here: Get started using keys.
Show the employee's weekly plan in calendar
This function sends you directly to the employee's calendar.
Edit employee notifications 
Here, you can set up reminders for the employee. Read more about that here: Setting up employee notifications
Show the employee's workplacesArbejdssteder.png
Here, you can see the employee's workplaces, i.e. which locations the employee has been scheduled to work at. Scheduled tasks for a customer creates an indirect connection to the customer. Employees can also be directly associated with a customer by clicking here. Read more about that here: Viewing employee workplaces
Show QR code containing the employee's details
This feature generates a QR code containing the most important contact details of an employee, so you can create them as a contact in your phone
Edit employee access /
This allows you to grant your employees access to CleanManager or remove access again. If the lock is closed the employee has no access. If it is open  the employee has been granted access to CleanManager. Read more about that here: How do I grant an employee access?
View employee photo Screenshot 2024-05-27 at 08.34.02.png
If you have uploaded an employee photo via resources for your employee, you can view it by clicking here. Read more about that here: How do I attach resources to an employee?
View resources
Here, you can upload files and hyperlinks related to the employee, as well as access the files and hyperlinks you have already uploaded. Read more about that here: How do I attach resources to an employee?