How to Create an Employee in OfficeGest

Evidence Summary

Route: /entidades/empregados
Page title: OfficeGest
Workflow run: create-employee-20260519T031958Z
Created employee: [122] AI Demo Employee 20260519T031958Z
Verification: dt_select_empreg_dep returned recordsFiltered: 1
Evidence file: raw/playwright/workflows/latest-create-employee.json

Verified employee creation workflow

When to Use This

Use this workflow when a collaborator must exist as an OfficeGest employee for selectors, permissions, cash-register assignment, agenda/workshop operations, project management, tickets, HR records, web access, biometric access, or payroll-related configuration. The initial create modal captures only the minimum employee identity and access context; detailed employee profile tabs are completed after the employee exists.

Step-by-Step

Open Entities / Employees, or navigate directly to /entidades/empregados.
Click New Employee. OfficeGest opens modal nuevoempleado with form form-nuevoempr.
Enter the required identity fields: Name, Address, Location, Zip Code, and Email.
Confirm Country. The verified run used Portugal, stored as CodPais=PT.
Optionally enter Phone and Cell phone. The selected country prefix is saved with the number.
Confirm Cash No.. The default observed value was 0, displayed as [0] Caixa 0.
Select a required Permissions group. The verified run used [24] Santos Demo to avoid granting the broad Full Administrator profile.
Click Save. OfficeGest posts the form to /ajaxserver with the newempregado submit field.
Confirm the success alert Collaborator ... Data written successfully.
Search the Employees grid by name or email to confirm the employee appears.

Required and Default Fields

Field	Verified behavior
Name	Required. Stored as `Nome`.
Address	Required. Stored as `Morada`.
Location	Required. Stored as `Localidade`.
Zip Code	Required. Stored as `CodPostal`.
Email	Required. Stored as `EMail` and also used as the initial `web_login_c`.
Country	Required. The modal defaulted to `PT`.
Phone and Cell phone	Optional. Saved values include the country prefix, for example `+351.244000005` and `+351.959031958`.
Cash No.	Optional with default `0` / `[0] Caixa 0`. Stored as `NCaixa_c=0`.
Permissions	Required. Loaded through `Sel2_Select_v2` against `privsgroups`. The verified run selected group `24` / `Santos Demo`.

Verified Created Record

Field	Value
Employee id	`122`
Name	`AI Demo Employee 20260519T031958Z`
Address	`Rua Employee Demo 19`
Location	`Leiria`
Zip Code	`2400-005`
Country	`PT`
Email	`ai-demo-employee-20260519t031958z@example.invalid`
Phone	`+351.244000005`
Cell phone	`+351.959031958`
Permission group	`24` / `Santos Demo`
Cash register	`0`
Status	`Activo: T`

Backend Calls Observed

Action or endpoint	Purpose
`dt_select_empreg_dep`	Loads and filters the Employees grid. The verified lookup by name, name column, and email returned one row for employee `122`.
`Sel2_Select_v2`	Loads permission groups from `privsgroups` and resolves employees for selectors. The permission dropdown returned groups such as `Full Administrator`, `Balcao`, `Contabilidade`, `Ticket`, `Santos Demo`, and `Mecanico`.
`/ajaxserver` form post with `newempregado`	Creates the employee. The payload included `Nome`, `Morada`, `Localidade`, `CodPostal`, `EMail`, `CodPais`, phone/mobile prefixes, `NCaixa_c`, and `PrivGroup_c`.
`NameEntidades`	Reads full employee master data by `CodEmpr`. The correct table parameter is `tabla=Empreg`; `tabla=Empregado` returned an empty array.

Raw evidence: raw/playwright/workflows/create-employee-20260519T031958Z.json. Screenshots: assets/screenshots/create-employee-20260519T031958Z-01-employees-list.png through assets/screenshots/create-employee-20260519T031958Z-05-verified-list.png.

Detail View Context

The employee detail route is broader than the create modal. The captured detail page exposes configuration areas for employee data, workshops, TPV, project management, AMS, GDPR, entity contacts, observations, identification, passport, driving license, human resources, maturity, single report, accounting, biometric settings, recurring remuneration, salaries, SEPA, extra fields, attachments, definitions, schedule, web access, panels, API access, password-change enforcement, and dashboard data.

Important default master-data values observed after creation include web_login_c set to the email, web_is_active_c=0, usaagenda=T, externo=F, tipoempreg=I, rgdp_allow_mailing=1, and serialized store/series access lists.

Validation Notes

The visible create modal does not ask for VAT, department, HR contract, payroll, document identification, biometric, or web-password fields. Those are configured after creation in the employee detail tabs.
The page title for the Employees route was generic OfficeGest, while the in-page heading and menu context identify Entities / Employees.
Use tabla=Empreg for full employee lookup. Empregado is not a valid NameEntidades table value in the verified run.