Viewing Employee's Preview

How to View an Employee's Data Preview:

  1. Go to the Employees tab. 
  2. Hover your mouse over the employee's name you wish to view. An eye icon will appear on the left side.

  3. Click the eye icon to preview the employee's information. The details will be displayed on the right-side panel.

  4. Employee Card

    The Employee Card section will display the following details::

    1. Employee Name
    2. Department Name
    3. Phone number
    4. Email
    5. Employee ID
    6. Start Date (including length of service in Years, Months and Days

  5. Employee Details

    In the Employee Details section, admin can customize the displayed information.

    1. Click the Custom Chooser icon to add or remove fields shown in the Preview.

      1. For example, choosing Probation End  and Job Location to be displayed in the Employee Preview.
        • Tick the desired fields checkbox.
        • Click Apply.

    2. Click the Reset Layout icon to revert to the default system settings.

    3. Click the pencil icon or alternatively, click on the employee's name in the table to edit their details.
  6. Click the cross icon to close the Preview window.


📄 Note:

  • Any changes made via the Column Chooser in the Employee Preview will be saved individually per user. 
  • The customized layout will remain even when the user is logging in from another device.
  • To revert to default, use the Reset Layout option.
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