Practice Employees

Plan: Not Available: Intermediate, Pro Available: Elite

Users: Not Available: All users Available: FYI Admins or User Group permissions

Practice Management Source: Not Available: Xero Practice Manager, APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI

The Employees list enables practices to manage their employees, such as filtering active users or those who have completed particular Learn courses. The Employee List displays a list of all employees for your practice.

Accessing the Employee List

To access the Employee List:

Click the Practice menu at the top of FYI.
Select the Employees tab.

Employee List Layout

Employees are displayed in alphabetical order. If the user is assigned to a User Group with Employees - Access, they will only be able to view the employees where the user has been assigned as the Manager or Partner for those employees. Refer to Managing User Groups.

Employee List Functions

Toolbar

The toolbar is displayed at the top of the list. You can also display the tools as a pop-up menu by right-clicking an employee name, email, or another column in the list.

Columns

Using the Employee List

Opening the Employee Workspace

From the Employees list, open the workspace for an Employee by clicking on the Employee Name in the list, or by right-clicking on the name and selecting Open in new tab.

Displaying Inactive Employees

If inactive employees aren't already displayed (for example, if using the All Employees view), filter the Active column on the "No" status.

Employee Email

From the Employee list, you can click the Email link to open the Create Email drawer. The employee's email will be added as a recipient automatically, and the "Employees" cabinet will be selected.

Employee Phone or Mobile Number

From the Employees list, you can click the Phone number or Mobile number link. If your computer has a phone registered on it, this automatically loads your phone application and makes the connection with the number added directly from the link. It also automatically creates a Phone Call record within FYI and automatically adds the phone or mobile number to the Create Phone drawer. The "Employees" cabinet will be selected automatically.

Function	Details
Select all button	Used to bulk select employees in the list. Click the arrow to select 50, or all results.
View selector	Displays the list of Employee Views available to the list. Default views appear at the top of the View selector with a divider, followed by saved views.
Search bar	Used to search the Employee Name and Email fields.
Bulk Update	Allows users to apply updates to multiple employees at a time, for example, to change the Partner or a Custom Field. Select one or more employees in the list to display the Bulk Update function.
Merge from Client	If employees were previously created as clients, the Merge from Client function allows documents and tasks to be migrated to the Employee, and the Employee details to be updated to match the client. Select an employee in the list to display the Merge from client function.
Refresh button	Refreshes the Employees List to show updated information. Not displayed when an employee has been selected in the list.
View tools	Allows users to save the view, reset the view to the default settings, or export the employees to a CSV file. Note: Views can only be saved by FYI Admins or users in a User Group with permissions to Views.
Copy	Copy copies the value that the mouse is currently over when you right-click (for example, the Employee Name) to the clipboard.
Open in new tab	The Open in new tab option is only available when right-clicking on the Employee Name. Once clicked, the corresponding Employee - Summary Workspace will be opened in a new browser tab.

Function	Details
List icon	Hover over the column heading and click the List icon. The following options will become available: Pin Column: One or more columns can be pinned to the left or right, similar to Excel's "Freeze Panes". Pinned columns are indicated by a vertical line in the list. Autosize This Column: Adjust the selected column width to fit the contents. Autosize All Columns: Resize all columns currently displayed to fit the contents. Note: Autosizing and pinned columns will reset to default settings upon leaving the list or changing views, unless the view is saved with the changes made.
Filter icon	The Filter icon is displayed as a funnel with three horizontal lines. Click the icon to filter the options as required, or click Reset to return to the default settings. When a column has been filtered, the Filter icon will be displayed in green. Note: If the icon is not displayed, that column cannot be filtered.
Column Order	Drag and drop the column heading to change the order in which columns are displayed within that list.
Column Width	Drag the edge of the column heading to increase or decrease the width of the column. Tip: Double-click the edge of the column to automatically resize the width to fit all contents.
Adding Columns	Click the Columns tab on the left-hand side. Columns that are saved in the current view are displayed in alphabetical order. Search and tick additional columns in the list to add the Column to the view. Tip: You can search for columns at the top of the Columns tab.
Removing Columns	To remove a column from the list: Click the Columns tab on the left-hand side. Untick columns to remove them from the view, or Drag the column anywhere off the list area. The column will be removed and will display as unticked in the Columns tab.