How do I manage an employee?

Important information
Are you unable to perform the following steps? Perhaps you don't have the right role or user type. Please contact your organisation's Administrator or click here to read more about roles & user types.

Over time, things may change within your organisation so that the data of one or more employees must be changed. In this article you will find a step-by-step plan per topic to change these data. 

All sections start with these two steps:

1. Go to the main menu and choose Organisation.

2. Go to Employees in the left menu

Click below on the subject you want to know more about: 

• Change name
• Change employee number
• Change date of birth
• Entering employment end date
• Work locations

Important information
It is also possible to use an API to have Leviy communicate with an external system.
If you would like to use this or have any questions about it please contact your Client Manager.

Change name

Follow the steps below to change the name of the employee:

3. Search for the desired employee and click on the employee's name

4. Click on the Edit button in the upper right corner.

5. Adjust the first name, middle name and/or last name

6. Click on Save

Change employee number

Follow the steps below to change the employee name:

3. Search for the desired employee and click on the employee's name

4. Click on the Edit button at the top right

5. Adjust the employee number

6. Click on Save

Change date of birth

Follow the steps below to change the name of the employee:

3. Search for the desired employee and click on the employee's name

4. Click on the Edit button at the top right

5. Adjust the date of birth

6. Click on Save

Entering employment end date

Follow the steps below to change the employee name:

3. Search for the desired employee and click on the employee's name

4. Click on Offboard

5. Enter the end date of the employment

6. Click on Offboard

Work locations

A work location is the easy way to link an employee to an object.

This gives you a clear overview of which objects the employee is linked to.

Follow the steps below to assign a work location to an employee.

    3. Search for the desired employee and click on the employee's name

    4. Under the employee's name is Workplace

    5. Click on the plus sign

    6. Now you can search for an object and add it to the employee.

Important information
Here you can also easily unlink the linked object from the employee