Employees & organization
Create employee profiles and keep reporting relationships clear.
Open the employee directory
Enable Employees in Modules, then choose Open. Search by name, role, email, or employee ID. Narrow the directory by department and employment status. Company members can view the directory; owners and administrators manage profiles.
Create a profile
- Choose Add employee and enter the first and last name.
- Add an employee ID, job title, employment type, status, and hire date.
- Select the department, reporting manager, and teams.
- Add optional contact details and emergency contact information, then save.
Employment types and status
Employment types are full time, part time, contract, and intern. Status can be active, on leave, or inactive. These fields organize profiles; they do not calculate pay or leave balances.
Private details and records
Employee editing is restricted to owners and administrators. Optional date of birth, address, and emergency contacts belong to the employee profile. Document upload, contracts, and expiry reminders are planned and do not yet have an upload workflow.