When granting access to the MX, an employee needs to be created first. An employee in MX represents an employee from an HR perspective: it is a natural person, with first and last names as well as additional information such as title, gender, address information, etc. Employee information can be accessed under ‘Administration’ → ‘Employee Management’:
Clicking on either the Last Name or First Name in the aforementioned figure, the employee’s detail information can be displayed:
In the aforementioned figure, there are 3 main sections:
- Employee and Address information; this is where the administrator can maintain respective data points.
- Organization Units; this is where the assignment of an employee to the respective organization unit(s) within the overall organizational hierarchy can be maintained (refer to 'Organization Unit, Distribution Channel and Division' for additional details).
- Create a user for this employee; using the button on the lower right, a user can be created for this employee (refer to 'User Management' for additional information).
Creating a New Employee
A new employee can be created by clicking on the ‘+’ icon in the following figure:
On the next screen, the administrator can enter the employee data (refer to previous figure of showing Employee Details).