Employees
The employee directory of your company: each person's form with job, department, manager and coach, the org chart, skills and resumes, work locations and the days worked from home.
Tutorial 1
First steps with employees
Find the people of a department, add a new employee with a department, a job position and a manager, give the employee a skill, then see where the employee sits in the org chart.
How-to 6
Organize departments
Read the departments as cards or as a tree, create a department with its manager under a parent department, and know what changes for the employees when a department gets a new manager.
Read the org chart
Give an employee a manager, read the line of managers on the form, open the full chart around a team, move through it, and change a manager by dragging a card.
Add skills and a resume
Give an employee skills with their levels, add resume lines with their dates, keep certifications with their validity, and find who has which skill in the skills inventory.
Set work locations and home working
Keep the list of work locations, give each employee a main location and a usual location for each day of the week, and change one day from the calendar when plans change.
Launch an onboarding plan
Read the onboarding and offboarding plans, launch a plan on an employee with a due date, and know who receives each activity when a person in charge has no user.
Employees settings
The options of the Employees settings one by one: how presence is shown, skills, the working hours of the company and the notice periods of expiring documents, then the two access rights of the app and who sees what.
Reference 1
Employees automations
What Employees does by itself: three daily jobs that remind of expiring documents and certifications and keep the dated records current, and what happens when an employee is created, changed or archived.
Explanation 1
How employee records work
What an employee record holds, how it relates to a user and a work contact, how managers, coaches and departments fit together, who sees which part, how an employee leaves, and what the app does not do.