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Employee Manager
- Business Need
- Human Resources
- Requires
- Sales Cloud
Employee Manager v2.0 for AppExchange allows small businesses to manage their most important asset; their staff. Keep track of employee information, salary history, benefit information, un/paid time off and more!
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Remove Required Field
Trying to remove "Employee Name" as I want to have "First Name" & "Last Name" fields. Employee Name is a required field and I cannot find a way to remove the "Required" requirement. I created a new Page Layout, but it was still there as required... any suggestions?
Any instructions?
Hello, I am not completely clear on how to use it. Is there any instruction?
Hey Veronica, I don't believe there are instructions which makes it a little challenging but after messing around with it for a few minutes there's a lot you can figure out fairly easily. You can check all the related lists and just go through the records to see what is available. If you have questions I'm happy to help.
is there need to do any other configurations to get the user data?
I installed it, but it's empty, so I'm not sure if it can automatically import employee information from users list, or does it still need some development to do automatic synchronization?
Doesn't seem to be lightning ready...
Love the app in Classic but despite saying it is lightning ready, the option to show in lightning experience is greyed out and the app is not visible in the list of Apps in lightning.
A good starting point
I stripped back a few elements, like employee fax (lol). Otherwise it was a good start point. I got rid of a few Americanisms but a good start point that we now use. Would be good if it came with a flow template for a notification to 1 up and 2 up manager for birthdays and employment date reminders.
Really worth it
Easy to install, customized custom fields. Also, really helpful for small and medium companies in order to record all employee data in one place.
documentation availble?
is there any documentation on how to set this up?
Great App As a Foundation for Your HR Requirements
I found this a great template to start building out as HR app. I renamed some of the objects & tabs to repurpose them, and then amended some of the fields in each object to meet our requirements and localise it for our terminology. I then stripped down access to the 6 objects in the app, created a HR Profile (Specifically for our HR Manager) and a HR Permission set for anyone else that may need access to the information contained in it (Company Director/New additions to the HR Team etc). Thats the real purpose of the Salesforce labs App. Use them as a starting point, and then dismantle them and rebuild to meet your needs.
Great APP
I like this aap and cover a lot of functionality for handing HR management activities and recommended app for those who want to use HR management system in their company.
Walk Through
Hi All, I like this program and it's ease of use is great. But I want to know if I am using it the fullest, is there anyone I can contact to do a walk through/answer company specific questions? I did the demo and have played in the system just would like someone who is more familiar with the system to show me all it has to offer. Thanks!
Todd, that field is the record name so it must be required but you can change it to an Auto-Number field and then create the First Name, Last Name custom fields you're looking for.