People

The employee record and its lifecycle: logins, reporting lines, onboarding, probation, documents, expenses, assets and exits.

People is the record of everyone who works for you, from the day they join to the day they leave. It holds who reports to whom, who can sign in, the documents and letters on file, expense claims and advances, the assets a person holds, and the steps for onboarding and exits.

Guides already written for parts of People:

• Profile photos: adding and cropping a person’s photo.
• ID cards: issuing, printing and checking photo ID cards.
• Input checks and Data check: the rules for names, phones, IDs and bank details.
• Advance and loan limits: how much a person can ask for.

Coming Soon

A full guide to the directory, logins, onboarding, probation, documents, expenses, assets and exits is being written.