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Employees are the retail staff members who receive uniforms. They do not have portal login accounts; they are managed entirely by staff within the portal.
Administrators find Employees under Operations; HR finds it under People. Both roles share the capabilities described here. HR is additionally scoped to their assigned client.

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Viewing employees

The directory is paginated and searchable by employee number, name, or email, and filterable by store. An amber “Missing sizing” warning appears when an employee’s garment sizes have not been set.

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Creating an employee

1

Open the create dialog

Click Create on the Employees page.
2

Enter employee details

  • Employee Number: 7-digit unique identifier
  • Employment Type: Permanent, Casual, or Contract
  • First Name / Surname
  • Job Title: the employee’s position
  • Start Date: used for entitlement phase calculation
  • Store: assigned store (required)
  • Uniform Category: determines entitlement rules (required)
  • Department: optional
  • Manager: optional
  • Contact Number / Email: optional
3

Set sizing (optional)

Click the shirt icon to open the sizing profile and set shirt/golfer, trouser, jacket/jersey, and safety shoe sizes now or later.
4

Save

Click Save to create the record.
Creating an employee does not create a login account. Employees are records only; all ordering and entitlement activity happens on their behalf.

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Editing an employee

  1. Find the employee in the directory.
  2. Click Edit.
  3. Update the fields and click Save.
Changing an employee’s store triggers a confirmation prompt, because it moves the employee (and their entitlements) to another store.

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Setting garment sizes

  1. Find the employee and click the shirt icon.
  2. Select sizes for each garment type.
  3. Save the profile.
The sizing profile pre-fills the correct sizes when ordering.

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Bulk importing employees

1

Open the import dialog

Click Import on the Employees page.
2

Upload your file

Upload a CSV with these headers:
  • Employee No.: employee number (required)
  • Employee Name and Surname: full name (required)
  • Store No.: store number (required, matched to existing stores)
  • Store Name: store name
  • Position: job title
  • Department: department name
  • Start Date: employment start date
3

Review the preview

The dialog shows the import data with validation status per row.
4

Import

Click Import to process the file.
The import:
  • Upserts by employee number (existing employees are updated, new ones created)
  • Matches stores by number or name, and departments by name
  • Can auto-create missing stores when the option is enabled
  • Returns a batch report with success and error counts

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Deactivating

Select employees with the checkboxes and click Deactivate in the bulk toolbar. Deactivated employees are hidden from active views but their order history is preserved.