Employee Management
Role: Company admins
Scope: Company portal
Purpose
Run day-to-day employee administration for both payroll and corporate-giving workflows.
Who this is for
Company admins responsible for employee access and participation operations.
Prerequisites
- Onboarding is complete.
- Employees have been added through payroll, CSV, or other configured setup flow.
Step-by-step instructions
1. Open Employees
Go to Company -> Employees.
2. Filter and locate employees
Use search, status filters, and (when available) office/department filters.
3. Review top-level employee statistics
Use the KPI cards above the table to monitor:
- Total employees
- Active employees
- Active admins
- Inactive/deactivated employees
- Voted (current/latest period) - shown only in corporate-giving mode when an active period exists or a completed period is available
Use the ? icon on each card to view a metric-specific definition.
4. Review employee activity
Check each row for status, supported causes/campaigns, votes, and participation counters.
5. Apply admin actions
Depending on employee and mode, you can:
- Promote or demote admin rights
- Deactivate or reactivate employee access
- Resend voting link during active periods
- Open individual-period context from voting-related actions
6. Keep employee source aligned
If your company uses CSV or integration-driven updates, confirm records after each sync/update.
What users should expect
- Available row actions vary by employee role, status, and company giving mode.
- Corporate-giving views emphasize votes/period participation; payroll views include wallet fields.
- The voted KPI card appears only when a valid active/latest voting period exists for corporate giving.
- KPI cards follow the same active search/filter context as the table and are not affected by pagination.
Common issues and troubleshooting
- Missing action buttons: current user role or employee state may limit allowed actions.
- Employee does not receive voting link: verify active period exists and employee is not deactivated.
- Filter results look incomplete: reset filters and search to reload full list.
Verify success
- Employee filters, statuses, and row-level actions reflect current role permissions.
- Recent employee updates are visible after refresh or sync completion.