WindoorERP Documentation 19.0
10- Setup Your People, Skills and Hours
Step 1/8

Hold the people once

Load the employees and the departments

Why this step

One record per person, with the department, the work location and the job role. Everything after this — a skill, a shift, an hour, a badge — hangs off it, so duplicates here multiply later.

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What this does

Maintains comprehensive employee master records, factory department rosters (Aluminium Fabrication, Glass Processing, Powder Coating, Site Surveying, Site Installation), work locations, and direct manager reporting hierarchies.

Before you start

  • HR Officer or Department Manager credentials.

Steps

Employee master directory list showing badges, job titles, and departments

Employees kanban board with avatar cards and direct contact buttons

Employee profile detail form with work contact info, HR settings, and payroll tags

Employee HR scheduled activities overview

Department headcount distribution graph

Workforce allocation pivot table across plant divisions

Departments directory list with manager assignments

Departments kanban overview cards

Department configuration profile form

Company-wide directory contact list

Company directory kanban grid

Directory quick contact card editor profile

Employee work locations list

Work location address and facility profile

Important

Assigning proper work locations ensures travel allowances and site survey per-diem rules calculate accurately in payroll.

  1. 01
    Open Employees › Employees across List, Kanban, and Activity views.
  2. 02
    Click on any employee card (or click New) to maintain work email, mobile phone, job position, and department.
  3. 03
    Open Departments to inspect team headcount, department managers, and appraisal schedules.
  4. 04
    Explore Employees Directory for quick contact lookups across factory and site operations.
  5. 05
    Review Work Locations (Factory Plant 1, Main Showroom, Site Field Offices).

Common mistakes

  • Creating employee records without assigning a parent Department or direct Supervisor.
  • Leaving departed employees active in active site installation crew rosters.

Checkpoint

Every person who works for you exists once, in the right department and location.