The Employees page enhances user efficiency by providing quick access to employee details and documents in a single location. Users can view, download, and print documents directly from search results. Administrators can also impersonate users to test permissions, troubleshoot access issues, and conduct audits.
Before You Begin
Before using the Employees screen, confirm the following:
Requirement | Details |
|---|---|
ERM Solution | You must have access to the ERM solution powered by VisualVault. |
Module Access Permission | Your role must be granted module access permission to the Employees module within the ERM solution. |
Resource Permissions | Your role must be granted at least one permission — View, Create, Edit, Delete, Export, or Upload — on the Employee Details or Employee Documents resource. |
Admin Capabilities | Admin roles may be granted permission on the Impersonate User capability. |
Navigating to Employees
Access the Employees screen from the Employee Dashboard using the left navigation menu.
Log in to VisualVault with your credentials.
Open the ERM application. The application opens to the Employee Dashboard homepage.
Select Employees from the left navigation menu.
When you arrive, the Employees screen displays a full list of employees you have permission to view. The Employees list includes columns for First Name, Last Name, Employee #, Email, Status, Department, Details, and Files. A search bar at the top reads Search employees..., and filter fields for Status, Department, and Email appear below it. The Impersonate User field and New Employee button are visible in the upper right corner.
Frequently Asked Questions
Find answers to common questions about the application.
What should I do if I have a problem with ERM?
If you are unable to log in to ERM or if you encounter a problem with one of the modules in ERM, please contact your organization administrator. Your organization will be able to help you access your account, and can help troubleshoot any issues you may have run into.