- Overview
- Opening the Employee List
- Creating an Employee
- Choosing a Business
- Setting Employment Details
- Assigning a Manager
- Assigning a Department
- Editing an Employee
- Employees and Team Access
Overview
Pricefic lets you keep employee records alongside the businesses and teams you already manage.
Employee records help you track basic contact details, employment status, job information, reporting lines, departments, and related profile information.
Opening the Employee List
Go to Settings > Employees to open your employee list.
From there, you can:
- View employees you have access to
- Create a new employee
- Open an employee profile
- Edit employee details
If you work across multiple businesses or teams, the list only shows employees from businesses you can access.
Creating an Employee
To create an employee:
- Open Settings > Employees
- Select New Employee
- Fill in the employee's details
- Choose the business the employee belongs to
- Save the employee
Some employee actions may use credits. For more details, see How the Credit System Works.
Choosing a Business
Every employee belongs to a business.
The business you choose determines:
- Which team owns the employee record
- Which departments can be selected
- Which managers can be assigned
- Who can view or manage the employee later
If you do not see the business you expect, check that you have access to the team that owns it.
Setting Employment Details
Employee records can include:
- First and last name
- Preferred name
- Email address
- Phone number
- Employment status
- Job title
- Employment type
- Start date
- End date
- Notes
Use status to keep the employee list current. For example, you can mark someone as active, on leave, inactive, or terminated.
Assigning a Manager
You can assign another employee as the manager.
Managers must belong to the same business as the employee. Pricefic also prevents reporting structures that would make an employee manage themselves directly or indirectly.
Assigning a Department
You can assign an employee to a department when departments have been created for the same business.
Departments help organize employees by team, location, function, or business area. For more details, see How to Organize Employees With Departments.
Editing an Employee
Open an employee profile and select Edit to update the employee's details.
Depending on your role, you may be able to update all employee details or only your own profile. Some organization fields, such as manager and department, may require broader team access.
Employees and Team Access
Employees are scoped to the team that owns their business. A team member can only see or manage employees allowed by their role.
If an employee should log in and update their own profile, invite them to your team and use the right role for their access. For more details, see How to Invite Employees and Manage Employee Access.