How to Add and Manage Employee Records

Overview

The employee record is each staff member's complete profile: personal details, position, documents, education, employment history, bonuses, discipline and counseling. It is where HR keeps everything about a person in one place.

Steps

1. Go to HR > Employee Records (/admin/hr_profile/staff_infor).
2. Open an employee to edit their profile, permissions and workplace.
3. Use the profile tabs to manage education, employment history, contracts, dependents and attachments.
4. Upload supporting files (ID, certificates) and keep them organised on the record.
5. Change the employee's status as their situation changes (active, on leave, left).

Tips

• Keep contact details and documents current so contracts and payroll pull the right information.