Employees
Overview
The Employees section is the central hub for managing your organisation's workforce. It includes the employee directory, individual employee profiles with detailed information, department management, and employee document/equipment tracking.
Accessing Employees
Navigate to HR > Employees > All Employees in the sidebar.
Employee Directory
The employee directory displays all employees in a searchable, sortable data table with tabs for active and inactive employees.
Tabs
| Tab | Description |
|---|---|
| Active Employees | Employees with active status |
| Inactive Employees | Employees with inactive status |
Table Columns
| Column | Description |
|---|---|
| Employee ID | Unique employee code |
| Name | Full name with profile photo/avatar |
| Employee email address | |
| Job Type | Job role/title |
| Base Salary | Employee salary (formatted as currency) |
| Status | Active/Inactive badge |
| Actions | Action dropdown menu |
Available Actions
| Action | Description |
|---|---|
| View | Open the employee profile page |
| Edit | Edit employee details |
| Deactivate | Set an active employee to inactive |
| Activate | Reactivate an inactive employee |
| Reset Password | Send a password reset (active employees with user accounts only) |
| Delete | Permanently remove the employee record |
Search
Search employees by first name, last name, employee code, or email address.
Adding Employees
There are three ways to add employees:
1. Add Single Employee
- Click the Add Employee dropdown button.
- Select Add single employee.
- A slide panel opens with the employee creation form.
- Fill in the required details and save.
2. Bulk Upload (Excel/CSV)
- Click the Add Employee dropdown button.
- Select Bulk upload (Excel/CSV).
- Download the template file if needed.
- Upload your completed file.
3. Invite Employee
- Click the Invite Employee button.
- Choose between Bulk or Individual mode:
- Bulk mode: Paste a list of email addresses separated by commas or new lines
- Individual mode: Add email fields one at a time
- Click Send Invites.
- Invited employees receive an email and complete their details during onboarding.
Employee Profile
Click on an employee or select View from the actions dropdown to open their profile.
Profile Sections
The employee profile contains the following tabbed sections:
| Tab | Description |
|---|---|
| Profile Details | Personal, work, salary, and next-of-kin information |
| Files | Uploaded documents and files |
| Work Tools | Hardware, software, and equipment assigned |
| OKRs | Objectives and Key Results |
| KPIs | Key Performance Indicators |
| Appraisals | Performance appraisals |
| Leave Details | Leave balances and history |
| Engagements | Engagement activities (check-ins, kudos, birthdays, work anniversaries) |
Personal Information
Editable fields displayed in the profile:
| Field | Description |
|---|---|
| First Name | Employee's first name |
| Last Name | Employee's last name |
| Email address | |
| Phone | Phone number |
| Address | Street address |
| City | City/town |
Work Information
| Field | Description |
|---|---|
| Employee ID | Unique identifier |
| Department | Assigned department |
| Job Title | Role/position title |
| Manager | Reporting manager |
| Start Date | Employment start date |
| Employment Type | Full-time, part-time, contractor, etc. |
Salary Information
Contains pay details including base salary and pay cycle information. Country-specific fields are displayed based on the company's country setting (UK, Ireland, Nigeria, Canada).
Next of Kin
Emergency contact details including name, phone number, and relationship.
Editing Profile Sections
- Click the Edit button on any section header.
- Fields become editable with input controls.
- Click Save Changes to persist or Cancel to discard.
Departments
Navigate to HR > Employees > Departments.
Department Overview
Displays department statistics:
- Total number of departments
- Total unassigned employees (not belonging to any department)
Tabs
| Tab | Description |
|---|---|
| Departments | List of all departments with employee counts |
| Unassigned Employees | Employees not assigned to any department |
Department Management
| Action | Description |
|---|---|
| Create Department | Add a new department with name and details |
| Create Job Role | Add job roles within a department |
| Assign Employees | Move employees into a department |
| View Department Details | See department overview, employees, roles, and settings |
| Delete Department | Remove a department |
Department Details Page
The department detail view contains sub-tabs:
- Overview -- Department summary and stats
- Employees -- List of employees in the department
- Roles -- Job roles defined for the department
- Settings -- Department configuration
Employee Files
Navigate to an employee profile and select the Files tab.
Upload, view, and manage documents associated with an individual employee. Supports file upload with metadata.
Work Tools
Navigate to an employee profile and select the Work Tools tab.
Track hardware, software, and other equipment assigned to employees. Includes modals for:
- Adding hardware assignments
- Adding software assignments
- Background check records
Employee Engagements
Navigate to an employee profile and select the Engagements tab.
Track employee engagement activities:
- Check-ins -- Regular manager check-ins
- Kudos -- Recognition and praise
- Birthday -- Birthday celebrations
- Work Anniversary -- Employment milestone acknowledgments