Overview
The Contacts module stores all the people records used across Tazk Assets. It has two tabs in the left panel:
- Employee — your organization's workforce, used for asset assignment, audit allocation, and notifications. The badge next to the tab shows how many employees you have.
- General — people outside your organization, such as vendors, insurance agents, and service providers.
Click Contacts in the sidebar to open the module. It opens on the Employee tab.
Viewing Employee Contacts
The Employee tab opens the Employee Directory, where you can manage and explore your organization's workforce.
Summary Cards
| Card | What it shows |
|---|---|
| Total Employees | The number of employees in your organization. |
| New Joiners | Employees who joined this month. |
| On Notice | Employees who have a relieving date ahead. |
| Departments | The number of departments across your organization. |
Employee Table
| Column | What it shows |
|---|---|
| Code | The employee's code, for example 001. |
| Employee | The employee's name and initials, with their designation underneath when one is set. |
| Department | The department the employee belongs to. |
| Reporting Manager | The person the employee reports to. |
| Category | The employment category, such as Confirmed or Temporary. The joining date is shown under it when available. |
| Role | The employee's role in Tazk Assets, such as Employee. |
| Status | Whether the employee is Active. |
| Actions | The green button on each row lets you act on that employee. |
Search and Filter
The toolbar at the top right of the Employee Directory has three tools:
- Search — type in the Search by name, code, or designation box to find an employee quickly.
- Filters — narrow the list down, for example by department or category.
- Import — add many employees at once from a file instead of creating them one by one.
Creating a New Contact
Click + Create Contact at the top of the left panel. When you are on the Employee tab, this opens the New Employee form, where you create a profile and add employment details.
The form has three steps, shown at the top:
- Personal Info
- Application Info
- Payroll Info
Step 1: Personal Info
Fields marked with a red asterisk (*) are required.
| Section | Fields |
|---|---|
| Basic information | First Name*, Last Name, Gender*, Phone Number*, Office Phone Number, Date of Birth, Work Email* |
| Contact information | Address, Area, Pincode, City, State, Country (India by default), Latitude, Longitude |
Finishing the Form
- Fill in the Personal Info fields and click Continue.
- Complete Application Info and Payroll Info the same way. The bottom-left corner shows which step you are on, for example Step 1 of 3.
- Click Cancel or the × in the top-right corner at any time to close the form without saving.
General Contacts
Click the General tab in the left panel to see your non-employee contacts, such as:
- Insurance agents and providers
- Warranty service providers
- Vendor contacts
- External consultants
The General Contact list shows each contact's Name, Email, Contact number, and Address. In the Action column:
- Click the pencil icon to edit a contact.
- Click the bin icon to delete a contact.
Use the Search here box at the top right to find a contact. The list shows 20 rows per page by default; change this with Rows per page and move between pages with the arrows at the bottom right.