Employee Profile
| Employee Profile |
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Short Description
Employee card: personal data, position, organizational structure and all HR records related to the employee in one place
Description
The employee profile is a record in the Employees module. It gathers in one place the data of a person employed in the company and links to the records related to their employment. An employee is also a user of the system, with an HR position assigned.
1. Create an employee profile
In the Employees module click Create Employee. The required fields are the Last Name and the Position. Fill in also, for example, the first name, birthdate, organizational unit, supervisor (Reports to), phone numbers and email address. If the employee is created from a candidate, part of the data is transferred from the candidate record. See Recruitment.
2. Set the place in the company structure
The position comes from the Positions module and the organizational unit from Organizational Units. In the Reports to field you point to the supervisor. In the supervisor's profile the employee appears in the Subordinates subpanel.
3. Track employment
The profile contains subpanels with contracts and periods of employment (Contracts, Periods of Employment) and with benefits (Benefits). The history of employment is described in Employment History.
4. Develop the employee
From the employee profile you manage goals (Goals), periodic appraisals (Appraisals), trainings (Trainings) and competency ratings (Competency Ratings) in the subpanels of the detail view. See also Competencies and Skills.
5. Onboarding and offboarding
Onboarding and offboarding of the employee are generated from a template (Onboarding Templates) assigned to the employee's position. The generated records are available in the Onboardings and Offboardings subpanels of the profile. See Onboarding and Offboarding.
6. Browse employee data
On the Employees list you filter employees and open their profiles. The detail view shows the employee's photo and name, the Basic panel with personal data (the Other panel is collapsed) and the Related Records list with subpanels such as Subordinates, Contracts, Goals, Kudos, Appraisals, Trainings, Tasks and Candidatures. To change the data, click Edit Details. On the right side there are short widgets: Seniority, Vacation Days, Today's Schedule, Trainings and Kudos.
