Working with the Employee List

For an overview that includes definitions of key terms, examples, and an organizational diagram of Users and Employees, see Admin Module Overview.

Instructions for the Employees list are shown in the following table.

To go immediately to a step, click any of the links below.

1. To filter your view, from the Master User tab, click the Filter dropdown list, and select All, the default, Assigned, or Unassigned.
2. To create a new User, click the Create User button.
   The Create New User page opens.
   
   
   
   
3. At Select Hierarchy Level, select the User's current hierarchy level.
4. Enter information into the next six fields.
5. At Survey Type click the down arrow to select a survey type.
6. At Alert Handling, to include the user in Alert handling, select the checkbox.
   Selecting this checkbox allows the User to edit Alerts from the Customer History report page.
7. At Notifications, select the relevant notifications checkboxes for the User.
8. At Roles, to select a role, from the column on the right, click the + sign for the role you want to assign to the User.
   The role you clicked moves to the column on the left.
9. Click Create.
   The new User is now listed in the Master User List.
10. To create a new Employee record, click Create Employee
    The Create Employee page opens.
    
    
    
    
11. At Select Hierarchy, click the down arrow to select the Employee's hierarchy level.
12. Enter the first and last name.
13. At Employee Code, enter the code, or if you do not have a code, click Generate.
    The system generates a code.
14. Click Create.
    The Employee record is created.
    Before you can assign a user to the new employee record, you must wait until the following day.
15. To search for an existing User, in the search box, enter the first, last, or User name, organization name, or email address, then click . row,
16. To edit an Employee record, search for the employee record you want and then at the end of the row, click Edit.
    The Edit Employee page opens. 
    
    
    
    
17. Enter changes and then click Update.
18. To return to the Employees List, from the toolbar, click .
19. To assign an Employee to a User, search for the employee record you want to work with, then at the end of the row, click Assign.
    The list of users from the Master User List opens.
    
    
    
    
20. Use the search box to locate the user you want, then scroll to the right, and click Reassign.
    A message asks "Are you sure you want to map this employee to this user?"
21. Click Yes.
22. To delete an Employee, search for the record, and then at the end of the row, click Delete.
    A message asks "Are you sure you want to delete this employee?"
23. Click Yes.
    The following occurs:
    • The Employee record is deleted from all lists shown in the Admin Module.
    • The record is retained in the ClearView database.

See also:

Admin Module Overview

Working with the Master User List

Working with the Auto-Created Employee User List