Employee Profile Directory

The Staff Directory page allows you to manage staff profiles in Microkeeper. From this central hub, you can add new employees, send welcome letters, and manage employee profiles.

Navigate

Menu > Settings > Employees

Viewing Staff in the Staff Directory list

The main table displays key information for each employee:

Quick Access

• Edit Button: Opens the full Employee Profile
• Select Checkbox: Choose employees for welcome letter actions

Employee Information

• Name and Username
• Profile completion percentage with error details
• Contact information (email and phone)
• Push notification status
• Address (hover for full details)
• Basic Hours
• Employment Type
• Active status

Profile Completion

The completion percentage indicates how much of the required employee information has been filled:

• Hover over the percentage to see missing or incorrect information
• Common issues include:
  • Unsigned Tax File Number Declaration
  • Unverified email or mobile
  • Missing Next of Kin details
  • Invalid TFN
  • Unverified availability

Quick Action Tools

The Quick Action Toolbar on the Employees page provides key functions for managing employee data and access:

• Welcome Letter: Send login credentials to employees:
  • Send Email to Everyone: Sends welcome letters to all employees who haven't received one
  • Send Email to Selected: Sends only to checked employees
  • Send SMS to Selected: Sends credentials via SMS to selected employees
• Employee Keys: Manage Employee Public Key used to uniquely identify an employee
• Propagate Data: Copy settings across multiple employees
• Export Employees: Export employee data for backup or analysis
• Import Employees: Bulk import employee data
• Add Employee: Create a new employee profile

Finding Employees

Search and Filter Options

The search bar provides multiple ways to locate employees:

• Group Filter: Filter employees by assigned groups
• Search Fields:
  • ID (Username, Payroll ID, Employee ID)
  • Given Name
  • Surname
  • Mobile Number
  • Email Address
  • Start Date
  • Tax File Number (Exact match)
• Active Status: Toggle to show/hide inactive employees