Employee Setup & Information

Striven prioritizes data security and empowers you to implement strict security measures to prevent unauthorized access and protect your Employee records. Access to these records can be limited to users whose assigned User Role reflects certain permissions.

There are many Employee related permissions to consider when assigning User Roles, so be sure to review and adjust them carefully. Clicking on the Settings option from the kebab menu in the top right corner of the page will allow you to review the permissions required to access the features on that page. Visit our User Roles Guide for further details.

Employee records can be accessed directly from the Employees List. This page provides a variety of search options to enable you to filter through all of the Employee records saved in your system. Additionally, there are buttons available to Add Employees, Invite Employees, Import Employees, or Create Tasks for selected Employees.

The Employees List is split into three (3) columns of Employee results and displays recently viewed records by default. The records displayed on this page provide a large variety of details related to the Employee, with the option to click on the Employee Name to access the Employee Info and other data in the Employee record, depending on your User Role permissions.

To view the Employees List, navigate to Employees → List

1. Add Employee: Directs your browser tab to the Add Employee page.
2. Invite Employees: Allows you to add new Employees as users to your system by entering their name and email to send them a Welcome Email. Additional details about this feature are available in the next guide section.
3. Import: Allows you to import Employees into Striven. To learn more about importing, please reference the Import Management Guide.
4. Create Tasks: Displays the Create Tasks popup to enable you to assign Task Groups to selected Employees. Choosing a Task Group from the drop-down list will show the option to select a Customer/Vendor to relate to the Tasks being created. The popup will show how many Tasks are in the selected Task Group, as well as how many total Tasks will be created based on the selected Employees. For more information about Task Groups, please refer to the Task Groups & Task Library section of our Task Management Guide.
5. Search: Displays a popup with a variety of search filters to find specific Employees.
6. Enter/Exit Fullscreen: Enables you to toggle the page view to Fullscreen.
7. Settings Menu: Displays the following options:
   • Settings: Opens the Settings page in another browser tab to view the permissions that affect access to the Employees List page. This page will identify if you have the necessary permissions to view the info on the page, or will provide the option to Request Access to those permissions you do not have.
   • Make Landing Page: Sets the Employees List page as your landing page in Striven so that whenever you sign on, that will be the first page that displays.
8. Search Filters: Displays the search filters currently in use on the Employees List with a Filter icon to adjust the settings or choose from any Saved Searches. This will also display the number of records that match your search criteria.
   • Note: The Employees List will display the first 12 records that match your search criteria with a Load More button at the bottom to view the remaining records in the search results.
9. Sort: Allows you to choose how to sort your Employee List results, in either ascending or descending order. Sort options include Full Name, First Name, Last Name, and Start Date.
10. Search Results: Displays a snapshot of the Employee records that match the search criteria. The results view will be explained in more detail below.

Employee Snapshots

Here is a breakdown of the details provided in the search results displayed on the Employees List.

• Note: Remember that many of the Employee features are protected by User Role permissions, so if you do not have access to one of the many features listed in this guide, please be sure to check with your system administrator to review your permissions.

The Employee Info page provides users with general Employee information and is displayed when an Employee record is viewed in Striven. You can find this feature by clicking on an Employee’s name from the Employees List. This page view lets you manage the basic details about the Employee, as well as other aspects of the Employee’s record, by clicking the appropriate subsection tab. Each of these tabs will be discussed in further detail in later guide sections.

Welcome Emails are sent to Employees who are set as system users when entered into your Striven system. This email notification provides a link for the Employee to use in order to activate their account.

• Note: This email is also sent whenever a system user’s default email address is changed.

If an Employee has not yet signed into Striven or has not received the Welcome Email, there will be a blue Resend Welcome Email button in the User Access panel of their Employee Info page. Users with the proper Employee access can click this button to resend the Welcome Email to the Employee so they can set up their credentials and sign in to Striven.

Striven has a unique feature allowing Integrated Links to show in the Employee Info Card within your Striven system. This useful feature can provide opportunities like connecting with your Employees through social media platforms to promote company culture or linking to GPS directions to your Employee’s location for meetings.

In order for this feature to be available for display on your Employee Info Cards, you will first need to navigate to:

Company → Settings → Company → Customizations → Integrated Links

Once added, the Integrated Links will be available in the top right corner of the Employee Info Card next to the Calendar icon, as seen below. When an Employee clicks on one of these links, it will conveniently open the URL in a separate browser tab so as to not interrupt your workflow in any way.

Adding Integrated Link options can broaden your contact and connection options with your Employees, helping build better working relationships and communication.

The Collaboration tab of the Employee record includes subsections for Surveys, Quizzes, Assessments, Forms, and Surveying Related To. These subsections are related to the Employee when generating individual feedback using the Surveying tools in Striven.

To learn more about these entities, please reference our Surveying & Feedback Management Guide.

This tab displays important information about an Employee’s hourly rates and associated costs. The left-side panel, Default Hourly Rate/Cost, shows the Employee’s default hourly rate and the corresponding cost to the company. This is the standard rate that is applied when no specific Item is associated with the Employee’s Time Entry.

The right-side panel, Hourly Rate/Cost by Item, provides a more detailed breakdown of how the Employee’s hourly rate and cost vary depending on the specific Item with which they are working. This allows for greater flexibility in billing and cost tracking, as different Items may have different associated costs.

To add hourly rates and costs, simply click the Add Rate/Cost button and fill out the appropriate fields.

The Salary Log tab tracks the salary of an Employee. There, you will find options to Add Salary, View Salary Adjustments, View Pay, or view/edit Payroll Settings for the Employee. The page will display a log of all of the Salary updates for the Employee. The details of the logged salaries cannot be edited, but Notes may be added at any time. Alternatively, the salaries can be deactivated if needed.

To change the Employee’s salary information, simply click the Add Salary button and fill out the appropriate fields, including the Effective Date, Next Review Date, and the Employee’s Salary. Clicking on the View Salary Adjustments button will initiate a popup to enable you to view or add Salary Adjustments, and the View Pay button will allow you to view Payroll Dates related to the Employee. The Payroll Settings can be set at the global level for all Employees, or you can use the Payroll Settings button to designate individual Payroll Calculations related to the Employee. Additionally, you can choose to Include Deactivated Salary to display in the log and view the Next Review Date.

• Note: If you would like to designate a particular Employee to receive notifications when Employee salaries are updated, you can assign a recipient on the Employee Settings page.

The Skillsets tab allows you to document Skillsets related to an Employee. This includes certifications, degrees, and general skills, along with the level of each skill. To add a Skillset, click the Add button and enter the information. If the Skillset does not already exist in your Striven system, you can click the Plus ( + ) icon to add it to both the Employee record and your global Skillsets settings.

To learn more about managing global Skillsets, please review the Skillsets Management section of the guide below.

The Settings tab is separated into three panels: Quote Approval, Default, and Purchase Order Approval. These settings will allow you to determine whether or not the Employee can approve Sales Orders and Purchase Orders based on set conditions, as well as determine any Default Class or Inventory Location to specifically be related to the Employee.

Entering a dollar amount in the Approval panels enables the Employee to approve Orders up to that amount, and determines if there is a limit to what amount they can approve. There is also the option to select the default Class or Inventory Location to be associated with the Employee’s transactions when they are acting as a Sales Rep.

The Time Off tab displays an Employee’s Time Off details, including Category, Period, Reason, Status, and Flex Time usage. The page also shows Time Off Adjustment requests that have been submitted for approval and those that have been approved. There are several button options on the page which will be described below.

To learn more information about how to set up Time Off, please reference our Time Off Management Guide.

The Shifts tab displays what shift(s) the Employee works for your Company. The list will not only show when the Employee works, but also allows you to edit the Shift Assignment using the Edit icon or deactivate their Shift Assignment using the Deactivate icon. You can also add a Shift Exception for the Employee from this page using the Add Shift Exception button.

To learn more information about Shifts, please reference our Time Off Management Guide.

Clicking on the Page Visit Trail tab loads the Employee’s page visit history in your current browser tab. This will show which pages the Employee has viewed and when they viewed them. Information related to the Employee’s activity include the Page Title, Visited On, IP Address, Browser, and a Link to the page in Striven. These results are available only for the last 90 days.

The Hub tab option opens the Employee Hub in a new browser tab. In Striven, Hub is a digital filing cabinet in which you can store folders, links, posts, and documents which can also be made visible to the Employee in their My Profile – Hub page. Please review our Hub Guide for further details about Hub.

A useful element of Striven is the ability to include an Employee’s External Appointment Link in the Employee signature within Striven. This provides a hyperlink in the email signature to the Employee’s Calendar for others to schedule an Appointment with them. A helpful feature like this makes it easier for Customers to schedule time to meet with you or your Employees to ensure their questions are answered and make them feel more comfortable and confident doing business with your Company.

To configure the settings for the Schedule Appointment Link for a particular Employee, you’ll need to visit their Employee Profile. These Link settings are located beneath the Meeting Link fields and include fields for the Appointment Link, which is where you’ll enter an External Appointment Link created from your Striven Calendar, and the Schedule Appointment Link text, which is what you want the link to actually say. For example, “Click Here to Meet with Me” or “Let’s Meet!”

• Note: This Schedule Appointment Link information will be required to be entered on the Employee Profile for any and all Employees in your Striven system that you wish to apply the Link to their signatures.

Globally Applying Links to Employee Signatures

To enable this feature for all Employee Signatures, you will need to navigate to Company → Settings → Employees → Settings. On this page you’ll find the Employee Signature Template, which is where you’ll add the required merge fields to display the Schedule Appointment Link in the signature. This will ensure that all Employees’ signatures have the settings and merge fields to pull this Link information into their email signatures.

Just click on the text editor box where you want the Link to display in the signature, and add the merge field for Schedule-Appointment-Link.

You can then click on the Preview Signature button below, select an Employee, and see how the signature will look when sent in an email from your Striven system. Once you’re satisfied with the result, you can click Update Signatures to apply the changes to all Employees.

If this is a change you want to make for particular Employees instead of globally, you can do so from the specified Employee Info page by inserting the [[Schedule-Appointment-Link]] merge field into the text editor box of their signature and clicking Update.

• Note: This is also a feature the Employees themselves can edit or add to their signature from their My Info page.

Once these settings are in place, the merge field will display the Link within the Employee Signature for Contacts to use.

As discussed above, Skillsets can be assigned to individual Employees to show what skills the Employee has earned. Skillsets can be viewed, added, and managed in your Striven settings. By clicking the Add button on the Skillsets List, a popup will initiate in which you can add a new Skillset. Below is a screenshot displaying how adding a Skillset appears and a description of what you can accomplish there. To view Skillsets Setup, use the following steps listed below:

Company → Settings → Employees → Skillsets → Skillsets Setup

Once you have clicked on Add Skillset, determining important information such as the name and requirements to be configured is needed. Review the screenshot below and actions or options that can be set up.

As discussed above, Skillsets can be assigned to individual Employees to show what skills the Employee has earned and with those Skillsets, you can also assign an Expertise Level. Expertise levels can be viewed, added, and managed in your Striven settings. By clicking the Add button, you can add a new expertise level. Once you add expertise levels they can be assigned to Employee’s Skillset to know how well versed an Employee is at the assigned Skillset. Below is a screenshot illustrating how adding an Expertise Level appears and a description of what you can accomplish here. To view Expertise Levels, use the following steps listed below:

Company → Settings → Employees → Skillsets → Expertise Levels

Team Types can allow you to build Teams to include a structure to suit your Team needs. Determining by the Team Type how many Employees of the selected Job Titles should be included in your Team will help in determining a structure for each Team that will be created of this type. Below is a screenshot displaying how the Team Types page appears and a description of what can be configured here. To view Team Types, use the following steps below:

Company → Settings → Employees → Teams → Team Types

Once you have created Team Types, you are ready to add Teams into Striven, although for convenience the type is not required. You can view existing Teams using the Teams List and there is a button to allow you to add new Teams as well. When adding Teams, you can add members, managers, and more. Below is a screenshot of how the Add Teams page appears and a description of what can be accomplished here. To view the Teams List, use the following steps below:

Employees → Management → Teams