Overview

The Employee Management module provides comprehensive tools to manage your workforce throughout the entire employee lifecycle.

What is Employee Management?

Employee Management enables you to:

• Store complete employee records in one central location
• Track employment history and changes
• Manage contracts and documentation
• Organize employees by location, department, and role
• Link employees to timesheets, schedules, and payroll
• Generate reports on your workforce

Key Features

1. Employee Directory

• Searchable database of all employees
• Filter by location, category, employment status
• Quick access to employee profiles
• Export employee lists

2. Comprehensive Employee Records

• Personal Information: Name, contact details, address, date of birth
• Employment Details: Job role, location, working pattern, contract dates
• Payroll Information: Pay rate, bank details, NI number, tax code
• Time-Off: Assigned time-off policy and current allowance balance
• Documents: Contracts, certifications, right-to-work documents
• Custom Fields: Organisation-specific data

3. Employment Lifecycle Management

• Onboarding: Create new employee records with all required information
• Changes: Update details when circumstances change (promotion, transfer, etc.)
• Offboarding: Process leavers and maintain historical records

4. Document Management

• Store employee documents securely
• Track document expiry dates

Core Concepts

Employment Status

• Active: Currently employed and working
• Terminated: No longer employed but record retained

Working Patterns

Regular work schedules assigned to employees that define:

• Standard working days and hours
• Break times
• Weekly contracted hours
• Alternating week patterns (if applicable)

Time-Off Policies

Rules governing how much leave employees can take:

• Annual allowance (days or hours)
• Accrual rates for variable-hour workers
• Booking periods and restrictions

Access Control

Who Can Access Employee Management?

Admins

• Full access to all employee records
• Can create, edit, and delete employees
• Can view sensitive information (pay rates, bank details)

Managers

• View employees in their location(s) or the ones directtly reporting to them
• Edit information for their team

Employees

• View their own record only

Related Topics

• Adding Employees - Step-by-step employee creation
• Managing Records - Updating employee information
• Updating Working Patterns - Update working patterns during onboarding
• Employment Contracts - Contract management
• Document Management - Storing employee documents

Need Help?

• Search: Use the search function to find specific employees
• Reference: Check the FAQs for common answers
• FAQ: Visit the Employee Management FAQ for quick answers

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Next Steps: Learn how to add your first employee to the system.