Employees, Departments & Contracts

Employee Management

Creating an Employee Record

1. Go to Employees > Employees → Create.
2. Name – Full name.
3. Job Title – Position name.
4. Department – Select or create.
5. Manager – Who this employee reports to.
6. Work Email / Phone – Contact details.
7. Work Address – Company location.
8. Coach – Mentor assigned.
9. Tags – For filtering (e.g. Remote, Part-Time).
10. HR Documents tab – Upload contracts, IDs, certifications.

Department Structure

Go to Employees > Configuration > Departments. Create a hierarchy:

• Each department has a name, manager, and parent department.
• The org chart view shows the full structure visually.
• Department heads auto-receive approval notifications for time off.

Contracts

Go to Employees > Employees > open employee > Contracts tab.

• Wage – Salary amount.
• Wage Type – Monthly, hourly, yearly.
• Scheduled Pay – Weekly, bi-weekly, monthly.
• Working Schedule – Linked to a resource calendar.
• Start/End Date – Contract validity period.
• State – Draft, Open, Close.
• Multiple contracts per employee (for promotions). One active at a time.

Job Positions & Recruitment

Go to Employees > Configuration > Job Positions. Create templates for job openings. Each job can have:

• Description and requirements.
• Expected salary range.
• Department and manager.
• Publish on website as a career page.

Skills & Resume

The Resume tab on an employee record logs their career history within the company (promotions, department changes) automatically, and a Skills tab lets you track competencies with a proficiency level — useful when staffing a project or planning training.