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  • Overview
  • Automatic synchronisation of employees
  • Manage employees in Skovik
  • Add Employees in Skovik
  • Edit Employees in Skovik
  • Remove Employees in Skovik

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  1. For Finance & HR

Manage Employees

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Last updated 10 months ago

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Overview

An employee with the Admin or Personnel manager role can manage employee data within Skovik. An Admin or Personnel manager can add, edit, and delete employees from Skovik. You can read more about different roles in this article:

Automatic synchronisation of employees

If your company has hundreds of employees, an integration for user provisioning will make the administration of Skovik easier. A user provisioning automatically sends users to Skovik once they are created, edited or deleted in your HR or ERP system.

You can find more information in the following article:

Manage employees in Skovik

Add Employees in Skovik

  • Go to Settings --> Employees.

  • Use the button Add employee at the top-left corner.

  • Fill in the form and press Save.

If you want the user to receive a welcome email, use the button Send welcome email at the top right corner

Edit Employees in Skovik

  • Go to Settings --> Employees.

  • Choose the employee to edit from the list of employees or use the search field to open the employee's profile.

  • Press Edit in the upper-right corner to make any changes to the user details. - To change a user's role, click "Change role". - To move a user to another branch, click "Change branch".

  • Make the changes and press Save.

If the user has anything in their outbox when they are moved from one branch to another, the items will be sent in as a report. The report will be sent to the old branch, which the user was in when the items were registered. If any custom fields are used, such as "cost center" or "employee id", these might be emptied when the user is moved to another branch, so remember to add them again.

Remove Employees in Skovik

  • Go to Settings --> Employees.

  • Choose the employee to remove from the list of employees or use the search field to open the employee's profile.

  • Press Delete in the upper-right corner.

When deleting an employee, the employee will be unable to log into Skovik anymore. Additionally, all unregistered receipts will be sent to the employee's email, and registered receipts will automatically be sent for approval. However, the system will save and display all reports as usual.

Employee Roles
System Integrations