Employees Follow

Employees can be configured and maintained within the Admin section of Midnight. To access employee records, click the gear icon in the upper-right corner, then select Employees from the menu on the left-hand side. This area allows administrators to add, edit, and manage employee information and system access settings.

This will take you to the Employee Search screen, where you can view, search for, add, and manage employee records within Midnight. From this screen, you can open existing employee records for editing or create new employee records as needed.

At the top of the screen are several search and filter fields that can be used to narrow your results and quickly find specific employees. Available filters include:

• Name
• Title
• Email
• Department
• Access
• Employee #
• Employee ID
• Supervisor
• Hire Date
• Active Status

Use any combination of these fields to refine your search results. Once you locate the desired employee, click the employee's name to open the record and make the necessary updates.

To create a new employee record, click the New Employee button from the Employee Search screen. You can also access the employee creation screen through the Quick Links menu.

The Employee Entry screen allows you to configure employee information, including:

• Contact details
• Employee roles and responsibilities
• Dashboard widget preferences
• Job costing parameters
• Security roles and permissions

The Roles tab determines where an employee's name will appear throughout Midnight. These selections control visibility in various lists and dropdown menus within the system.

Note: The Roles tab is separate from Security Roles, which are assigned on the Permissions tab. Roles determine where an employee appears in the system, while Security Roles determine what the employee can access and perform.

Select all roles that apply to the employee, click Save & Close to save the employee record and exit the screen.

• CSR (Customer Service Representative) – Allows the employee to be selected as a CSR in the CRM, Estimate, and Order.
• DP (Data Processing) – Displays the employee in Data Processing Initials fields.
• POs (Purchase Orders) – Displays the employee in Purchase Order-related fields and processes.
• Sales – Allows the employee to be selected as a sales person in the CRM, Estimate, and Order.
• Warehouse – Displays the employee in Inventory Receipt and warehouse-related functions.

Assigning the appropriate roles ensures employees appear in the correct areas of Midnight and can be selected where needed during daily operations.

The Permissions section is where you assign the employee's Security Role. Security Roles determine which areas of Midnight the employee can access and what actions they are authorized to perform within the system.

Select the appropriate Security Role based on the employee's job responsibilities and required level of system access, click Save & Close to save the employee record and exit the screen.

Use the Dashboard tab to specify which widgets will be displayed on the employee's Midnight home screen.

The Midnight Dashboard is a powerful, customizable workspace that provides users with quick access to important information and key system activities. Dashboard widgets allow employees to view data that is most relevant to their role, helping them monitor workload, identify priorities, and take action directly from the home screen.