The HR module keeps people data alongside the same roles that gate CRM and operations. Workspace admins invite login users through Manage members and assign Roles in settings after profiles are complete.
Please note:
- Linking a login user grants system access governed by Roles, permissions, and RBAC — assign roles after the profile is complete, not before.
- Department and manager fields must be set before leave or shift workflows can route correctly; see Departments and hierarchy.
Add an employee
- Open Employees
- Create a profile with name, department, and start date
- Link a login user when they need system access
Profile fields at a glance
| Area | Examples | Who can edit |
|---|---|---|
| Core identity | Name, employee ID, start date | HR admin |
| Org | Department, manager, cost center | HR admin |
| Access | Linked user, roles | Admin |
| Sensitive | Tax ID, bank details | Restricted roles |
flowchart TD
NEW[New hire] --> PROF[Employee profile]
PROF --> DEPT[Assign department]
PROF --> MGR[Set manager in hierarchy]
PROF --> USER{Needs login?}
USER -->|Yes| LINK[Link user account]
USER -->|No| DONE[Profile complete]
LINK --> DONE
DONE --> HR[Leave, shifts, payroll]
Departments and hierarchy
Organize teams under Departments and hierarchy so leave approvals and visibility scopes work correctly. Published Shift scheduling rosters also read department assignments from each profile. Once the profile is active, Leave requests and approvals and Payroll and tax cycles consume the same org fields.
Documents and onboarding
When enabled, employee documents, onboarding checklists, and self-service My Info live under HR. Permissions still control who can view sensitive fields.