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Managing employee details on a case record
Managing employee details on a case record
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Written by Carlo Arazas
Updated over a week ago

Easily manage employee details with Workia! πŸ‘¨β€πŸ’Ό

To get started, open a case and navigate to the Employee section by scrolling down or selecting it on the left side of the screen.

Employee Records

The employee records contains 3 sections. These are the Employee Info, General Information, and Employee Address.

πŸ’‘Note: Clicking on each of these sections will allow you to edit the details.

The employee info section contains the employee's name, contact number, email address, pronouns, and preferred name.


The general information section contains the employee number, date of birth, gender, and citizenship.


The employee address section contains the employee's address and postal code.

πŸ’‘Note: Remember to click on "Save" to apply the changes you've made!

Passport

To add a passport, click on "+" or "Add passport". Enter the details and click on Save.

Once added, you can click on it to view or edit its details.

You can also add comments and upload related documents for each passport.

To add a comment, click on the speech bubble icon. Here, you can tag your contacts and post comments relating to the passport!

To upload a document, click on the document icon. From there, you can simply select or drag and drop the file you want to upload!

To delete a passport, simply click on the "..." button and press Delete.
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