Setting up new employee and personnel information

Setting up new employee and personnel information

4.1      Employee list

 


The employee list is used to manage employee information, such as viewing, adding, editing, and exporting employee information. Employee information can be added individually or in bulk. The batch adding operation requires information import in bulk first, and then portrait import in bulk.













4.1.1 Add employee information individually

Steps:

   1)           In [Employee list], click the "Single addition" button to enter the employee addition page;   2) Fill in the personnel ID, name, gender,
           belonging group, phone number, ID card number, IC card number, nationality, place of birth, date of birth, contact address and notes. Add a face
           recognition photo and click "Save" to complete the employee creation operating.


Upload a face recognition photo description

 

·   Upload from local
        Faces should account for more than 1/3 of the photo, avoiding photo blurring, wearing sunglasses, excessive facial-up, and head rotations

           Register from device

Click "Register from Device" to open the Select Device window and select an online device. Once determined,  the device will enter the .
photo state. After the photo is taken and verified, the photo will be sent back here from the client.






4.1.1  Import employee information in bulk

Steps: In the [Employee list], click the "Add in Bulk - Information Import in Bulk" button.

1) First step click "Download Template". Download the excel template file to your computer with the file name "Personnel_import_template.xls". Then fill in the employee information in bulk.

2) In the second step, click "Upload excel file". Select the excel file with the employee information filled in and upload it. If the file is uploaded successfully, the upload success status and file name will be displayed.

3) In the third step, click "Start import". During the import, there will be a progress bar showing "Importing personnel information (1 / total number of people)". After the import is completed, it prompts "Successful batch import of personnel information". After the import is completed, return to the [Person List] to view the imported personnel information.


Description of import method



·   Import without overwriting: When importing a file two or more times, duplicate employees are not imported. And the system will prompt abnormal duplicate information.

·   Overwrite import: The second import will overwrite the information of the employee that was imported for the first time without prompting for duplicate information.

Description of import failure exception

·         The content or format of the uploaded excel file is incorrect and does not meet the template specifications. Click to start the import, and a prompt will appear: "The file content or format is incorrect. Please fill in the employee information according to the template requirements.




A field in the employee is malformed or should not be duplicated. After the import fails, the reason for the failure will be notified in a table. After modification, you can re-import.


4.1.3 Import portrait photos in bulk

 

Steps: In the [Employee list], click the "Add in bulk - Portrait import in bulk".

1) Step 1 click "Zip file selection" to open the Select Folder window and select the file upload. After the file upload is successful, the current file storage path is displayed.

2) Step 2 click "Start Import", and a progress bar will be displayed during the import: the number of imported files / the total number of folders. And there will be a prompt message: x sheets have been successfully imported; x sheets failed. After the import is complete, the progress bar displays: The portrait photos in this folder have been imported.





Description of portrait import rules

·         [Portrait file naming] The naming of the portrait file needs to correspond to the personnel ID. After the upload is successful, the corresponding person portrait information can be viewed in the person list.

·         [Format and size] Only two file formats of jpg and png are supported, and the size of each portrait file must not exceed 500k. Files that do not meet the requirements will not be imported.

·         [Portrait Restriction] Faces need to account for more than 1/3 of the photo. Please choose a front-faceless photo in the past three months. The avatar is clear, and the light is uniform. Avoid the avatar cannot be used for face recognition.

                        [Select Folder Upload] After the above conditions are met, place the named


·         portrait photos  in the specified folder and select the folder to import.

Description of failed portrait import

If the size of an image file does not meet the requirements, the import will fail. After that, a table will appear to display the information of the portrait file that has not been successfully imported. After modification, you can re-import.

 

4.1.4 Export employee information

 

In [Employee list], click the "Export" button to export all employee information in the list to the file "Employee Information.xls" and download it.

 

4.1.5 Refresh employee information

 

In [Employee list], click the "Refresh" button to refresh all employee information in the list to the latest state.

 

4.1.6 Staff details and editing

 Employee details

In [Employee list], after corresponding employee information, click the "Employee details" button, you can enter the details page to view specific employee information.


·   Employee edits

On the details page, click the edit button to modify the employee's basic information and photo information. After modifying the information, click Save.





4.1.7 Employee grouping management


 

Employee grouping uses the organizational structure grouping by default. There is a default employee grouping under each user group. You can add, modify, or delete employee groupings on the user group by yourself. The operation is similar to the user grouping in [Group Structure].



 
 

4.2 Visitor management

  Visitor management is used to view, add, edit, and export visitor information.

 




4.2.1 Add visitor individually

 

Steps:

1)   In [Visitor Management], click the "Single Add" button to enter the visitor adding page.

2) Fill in the visitor ID, name, gender, affiliation group, mobile phone number, ID card number, IC card number, ethnicity, nationality, date of birth, contact address and remarks, add face recognition photos and click "Save" to complete the visitor operating.





Upload a face recognition photo description

 

Upload from local

Click "Upload from local" to open the local folder, select the jpg and png portrait photos in the folder.

Note: Portrait photo specifications

 

1.       Please choose a front-and-bareheaded photo in the past three months, with clear and even-light image.

2.       The recommended size is 640 px * 480 px, and the size does not exceed 500kb. Only jpg and png file are supported.

3.       Faces should account for more than 1/3 of the photo, avoiding photo blurring, wearing sunglasses, excessive facial-up, and head rotations.

 

Register from device

Click "Register from Device" to open the Select Device window and select an online device. Once determined, the device will enter the photo state. After the photo is taken and verified, the photo will be sent back here from the client.

 

4.2.2 Export visitor information

 

In [Visitor management], click the "Export" button to export all visitor information in the list to the file "Visitor information.xls" and download it.

4.2.3 Refresh visitor information

 

In [Visitor management], click the "Refresh" button to refresh all visitor information in the list to the latest state.

 

4.2.4            Visitor details and editing

·      Visitor details

In [Visitor management], after corresponding visitor information, click the "Visitor details" button to enter the details page to view specific visitor information.




·         Visitor edits

On the details page, click the edit button to modify the visitor's basic information and photo information. After modifying the information,             click Save.




4.2.5          Visitor grouping management

 

Guest grouping uses the organizational structure grouping by default. Each user group has a default guest grouping, which can add, modify, and delete guest groups on the user grouping. The operation is similar to the user grouping in the [Group structure], which is not described in detail.

 

4.3               Blacklist management

 

Blacklist management is used to view, add, edit, and export blacklist information.




4.3.1               Add blacklist individually

 

Steps:

1)   In [Blacklist management], click the "Single Add" button to enter the blacklist addition page.

2) Fill in the blacklist ID, name, gender, belonging group, phone number, ID card number, IC card number, ethnicity, birthplace, date of birth, contact address and remarks. Add face recognition photos and click "Save" to complete the blacklist create operation.




Upload a face recognition photo description

 

·      Upload from local

Click "Upload from local" to open the local folder, select the jpg and png portrait photos in the folder.

Note: Portrait photo specifications

 

1.       Please choose a front-and-bareheaded photo in the past three months, with clear and even-light image.

2.       The recommended size is 640 px * 480 px, and the size does not exceed 500kb. Only jpg and png file are supported.

3.       Faces should account for more than 1/3 of the photo, avoiding photo blurring, wearing sunglasses, excessive facial-up, and head rotations.

 

4.3.2         Export blacklist

 

In [Blacklist management], click the "Export" button to export all the blacklist information in the list to the file "Blacklist information.xls" and download it.

  

4.3.3             Refresh blacklist information

 

In [Blacklist management], click the "Refresh" button to refresh all the blacklist information in the list to the latest state.

 

4.3.4            Blacklist details and editing

         Blacklist details

In [Blacklist management], after corresponding to the blacklist information, click the "Blacklist details" button to enter the details page to view the specific blacklist information.




·               Blacklist edits

On the details page, click the edit button to modify the basic information and photo information of the blacklist. After modifying the information, click Save.




4.3.5            Blacklist grouping management

The blacklist group uses the organizational structure group by default. Each user group has a default blacklist group. You can add, modify, and delete blacklist groups on the user group. The operation is similar to the user grouping in [Group Structure].


    • Related Articles

    • Setting up access management and permissions

      5.1        Access Management records   View all the identification records on the device, which can be grouped and filtered by device. The data body temperature value is greater than or equal to 37.3 degrees to display red font, less than 37.3 ...
    • Add new devices and managing devices

                         3.1            Device list   [Device List] It contains all device information connected to the system. You can perform single, multiple, and grouping management operations on the device. 3.1.1 Parameter settings   Select the ...
    • How to use the admin settings on the tablet?

      8.1      Client login Steps: 1)  After opening the application on the device, click the middle mouse button to pop up the Accessword input box and enter the default Accessword: 123456 to enter the settings page. 2)  Click Login Management to enter ...
    • Using attendance management

      7.0            Attendance rules   [Attendance rules] Add, modify and delete related rules including shifts, holidays, public holidays, and device groups, etc. are set in this module.   7.1.1         Shift settings   The shift setting contains a ...
    • Using the system management options.

      6.1            Group structure [Group structure] The module is used to manage the group structure and enterprise user information management in the enterprise. The hierarchical relationship is created and managed by admin or enterprise administrator ...