Employee Management
Keep a complete, first-class record for every person — whether or not they ever log in — with departments, positions, an org hierarchy, contracts, documents, and bulk import.
Open Human Resources → Employees for the staff list. You can search and filter by employment status, open any profile to see and edit the full record, and add people one at a time or many at once. Every employee belongs to your workspace, has an employee number, and can optionally be linked to a department, a position, and a manager.
What A Profile Holds
Name, contact details, national ID, and country-specific statutory identifiers (for example a tax PIN, social-security, and health number for the employee's work country).
Type and status, hire and end dates, department, position with grade, and the manager the person reports to.
One or more employment contracts with start/end dates, basic salary (used later by payroll), currency, and terms.
Files attached to the employee or a contract, each with an optional expiry date and reminders before it lapses.
Emergency contacts and next of kin.
Allowance/benefit/deduction package and bank or mobile-money payout details (sensitive fields are encrypted and access-audited).
Org Chart
Because each employee can have a manager, the module draws an org chart from those relationships. Open it from the Employees header to see reporting lines at a glance.
Bulk Import
To load many people at once, use Import. Download the template, fill it in, and upload — you get a dry-run preview that validates every row and flags problems before anything is saved. The commit is all-or-nothing: if any row is invalid, nothing is imported, so you never end up with a half-loaded list. Departments and positions are matched by name, and a blank employee number is generated automatically.
Giving Someone A Login
An employee record is not a user account. When a person actually needs to sign in, open their profile and create a login from the System Access card — it makes a platform account, emails a welcome with a temporary password, and links it to the employee. Ending employment can automatically disable that login and sign the person out, while keeping the employment record intact. Re-enabling access later is a separate, deliberate step.
Related
- Human Resources Overview
- Payroll — where contracts and compensation are used.
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