Employee Records

Overview

As an administrator, you can create and manage employee records. When you create an employee record, it is automatically added to the Employees list as well as the Users list. Similarly, when you delete an employee, the associated user record is also deleted.

Creating Employee records

1. Log into Sugar as an administrator.
2. Click the Employees link located at the top right-hand corner of the page.
3. Select Create Employee from the Actions bar on the Employees tab.
4. Enter the following information in the Create (Employees) page: 
   
   First Name. Enter the employee’s first name.
   Last Name. Enter the employee’s last name.
   

   Employee Status. From the drop-down list, select one of the following status options:
   

   • Active: Select this option to specify a current employee of your organization.
   • Terminated: Select this option if the employee is no longer working for your organization.
   • Leave of Absence: Select this option if the employee is going to be absent from work for an extended period of time.

   Title. Enter the employee’s official title.

   Department. Enter the name of the department to which the employee belongs.

   Reports to. Enter the name of the employee’s supervisor.

   Office Phone. Enter the employee’s office phone number.

   Mobile. Enter the employee’s cell phone number.

   Other. Enter an alternative phone number for the employee, if any.

   Fax. Enter the fax number for the employee.

   Email. Enter the email address for the employee.

   Home Phone. Enter the home phone number for the employee.

   Other Email. Enter an alternative email address for the employee, if any.

   IM Type. From the drop-down list, select the type of Instant Messenger service that the employee has.

   IM Name. Enter the employee’s user name for the IM service.

   Notes. Enter any comments concerning the employee.

   Primary Address. Enter the employee’s primary address.

   City. Enter the name of the city.

   State. Enter the name of the State.

   Postal Code. Enter the zip code of the address.

   Country. Enter the name of the country.
5. Click Save. 
   You can now view the record in the Employees List View and Users List View pages.

Managing Employee records

• To edit an Employee’s record, open the record, and click Edit. Update the information as needed, and click Save.
• To delete an employee, open the record, and click Delete.
• To search for an employee, use the Search sub-panel located above the Employees list.
• To view an employee’s details such as the title and contact information, click the employee name in the List View.
• To email an employee, click the user’s email address in the List View.
• To export employee records, select them from the list, click Export and follow the process detailed in Exporting Data.
• To edit the status of multiple employees, use the Mass Update panel as described in Editing and Deleting Multiple Records.
• To duplicate a record, click Duplicate on the Employee’s Detail View page, modify the information if needed, and click Save. Duplication is a convenient way of creating a new employee. You can change the information in the duplicate record to create the new employee.
• To go back to the Employees List View page from a Detail View page, select the Employees tab.