Employees, role by role

What each person does with the employee record, from a resignation request to the hire that opens the file.

I am an employee

The requests I start about my own employment.

I ask to resign

I send a resignation and give a reason. I see the notice period. I cancel the request while it is still pending.

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I ask for an HR letter

I ask for an employment letter or a salary certificate. I cancel the request while it is pending, and I download the letter after it is issued.

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I am a line manager

My direct reports.

I follow my direct reports

The people who report to me are my direct reports. I follow their leave and attendance.

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I am HR

I keep every employee record, and I review the requests waiting for me.

I explore every employee

I filter by status, employment type, department, branch, country, and nationality, and I export the list. I scan for a duplicate email or national ID.

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I open the org chart

I see the organization by reporting line, by department, and by branch.

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I edit the work record

I edit the name in the supported languages, email, phone, language, job title, department, branch, manager, hire date, and fingerprint id. I keep emergency contacts, dependents, and addresses. The same profile opens leave, attendance, payroll, and the other modules I can read.

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I add a document

I add a document with its type, its expiry date, and the file.

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I close probation

While someone is on probation, I confirm them or I extend the end date.

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I end employment

I end employment with a reason, a date, and an exit type, and I can reassign their reports. I see blockers before I confirm. I do this when there is no active resignation. After they have left, I can delete the record.

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I send a login invite

I send a login invite, and I can sign them out of every session.

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I review a resignation

I approve a last working day inside the notice period, or I reject the request with a reason. After approval I can process the exit, or it runs after the last working day.

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I issue an HR letter

I issue the letter by generating it or by uploading a file. I reject a request with a reason, and I download the PDF.

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I am the organization admin

I hire people, and I set the departments, branches, and access the organization uses.

I hire someone

I add an employee with a first contract: type, dates, salary, currency, and country. I can send the login invite with the hire.

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I import employees

I import a list of employee rows.

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I suspend someone

I suspend someone, and I lift the suspension.

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I transfer someone

I move their department, branch, manager, or job title, with an effective date and a reason.

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I rehire someone

I bring someone back with a new hire date and a new contract.

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I keep the contracts

I add a contract, I renew it, and I update it.

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I keep the bank accounts

I keep bank accounts and I choose the default.

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I see the personal fields

I see and edit the national ID and the other personal fields.

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I hold or erase a record

I place a legal hold. After someone has left, and there is no hold, I erase their personal data.

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I merge a duplicate

I preview two duplicate records and archive one into the other.

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I set departments and branches

I add and edit departments and branches.

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I set the notice period

I set the company default notice period. A contract can carry its own.

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I set who can sign in

I invite staff, I update their access, and I create or edit roles and manage them.

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