Employee records

An employee record holds a person's profile, role, department, manager, compensation and documents. It is the source of truth that the rest of People, plus payroll, approvals and access, builds on. The Directory (/people/directory) lists every record, and each person can also see their own profile through Self-service (/people/me).

Sections of a record

• Profile: name, contact details, job title, start date, employment type.
• Reporting: manager and department, which feed the org chart and approval chains.
• Compensation: salary and changes over time; protected by field-level access (FLS).
• Documents: contracts, IDs and policy acknowledgements stored in HR storage, and signed forms from e-sign.
• Custom fields: any extra data your organization defines (see the custom fields article).

Adding and inviting people

1. 1Go to People > Directory and choose Add employee (or Invite user to give them a login).
2. 2Fill in the profile. Any custom field marked required must be completed before you can save.
3. 3Set the Manager and Department so approvals and the org chart resolve correctly.
4. 4Save. The person appears in the Directory and the org chart immediately.
5. 5Send onboarding tasks from People > Onboarding so day-one work is tracked.

Who can see and edit what

• Employees: their own profile and documents via Self-service.
• Managers: their reports where module access allows.
• HR administrators: everything, including compensation and payroll.
• Field-level access (Settings > Field access) can hide or make read-only sensitive fields per role.

Leaving the company

Removing a person deactivates them; it never deletes the record, because leave, expense, approval and payroll history reference it. Use People > Offboarding to run an exit checklist, then deactivate. Their history stays intact and reportable.