Keep employee records and profiles
Viewing and editing are separate permissions. Most people need to see a colleague’s desk details and nobody outside HR needs to change them.
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Employees
Employees holds the employment record end to end: the profile, the onboarding of a starter, attendance and timesheets, leave and its balances, and the requests and notes that accumulate around a person. It is the most finely divided module in the suite — twenty-six permissions — because almost nothing in it should be visible to everyone.
Try it in the demohr · 7 tasks
Before you start
- The organisation shape in Directory: units and profiles, so an employee has somewhere to belong.
- Work schedules and patterns, before attendance is switched on. Attendance measured against no schedule is just clock times.
- A decision, in writing, on who may read notes and who may read attendance. These are the two that cause trouble.
What Employees does
The employment record, from onboarding to attendance — 26 permissions, the most finely divided module in the suite.
Onboard a starter
Onboarding is run as a process rather than remembered as a checklist in somebody’s head, which is what makes the second starter as complete as the first.
Correct attendance and approve timesheets
Corrections are permissioned separately from recording, and approval is the point at which a timesheet becomes something payroll may read. Devices are managed here too.
Manage leave and balances
Requesting, deciding and setting balances are three different rights. Setting a balance is effectively granting time, so it belongs with whoever owns the policy, not whoever approves the day off.
Set work schedules, patterns, weights and scores
The schedule is what attendance is measured against. Change one mid-period and every figure either side of the change means something different.
Decide HR requests, read and write notes
Notes about a person are permissioned apart from the rest of the record, deliberately. Read access to an employment record is not read access to what a manager wrote about somebody.
Publish announcements
Written, published and made company-wide are separate steps, so drafting an announcement is not the same act as sending it to everybody.
Worth knowing
- Because permissions here are unusually fine, the default of "give the HR role everything" undoes the module’s main advantage. Split it.
What it claims to do
The capability list this guide is written against, unabridged. Nothing above adds to it.
Employees on the Human Resources page- Employee records and profiles, viewed and edited
- Onboarding run for a new starter
- Attendance corrected, timesheets approved, devices managed
- Leave requested, managed, and balances set
- Work schedules, patterns, weights and scores
- HR requests decided; notes read and written
- Announcements written, published, and made company-wide
Where it connects
The modules Employees hands work to, or takes it from. Most problems that look like one module are a handover between two.