Accessing Employee Files in Card View

Similar to the employee table, an employee card is a card that has the pertinent information of a given employee as well as links to all possible actions taken to that employee.

To access an employee card, simply go to:

People > Employees

You are then taken to the Employee card page where there is a drop-down populated with employee names. Click the name of the employee and their card is loaded.

Alternatively, you can use the search box and enter a few letters from the Employee name and the list will be narrowed to only show those which contain the letters entered.

The Employee card shows the following information:

Image
Name
Job title
Length of service
Department
Job status
Site
Region
Cost centre
Job grade
Salary
Head of department
Manager
Approver
Super approver
Next time off (if any)
Timeoff taken and remaining
Unauthorized absence heatmap
Current status (Shows In office or Returning date linked to Time off records and to Employee normal working days (if set) or Company normal working days - this section will also display their next booked time off dates
Skype
Coloured indicator
Required document status
System ID
Custom fields

Additionally, along the right side of the Employee card are links to all the actions which can be performed against an employee. These actions are:

Core details:

View - Show all the information in the system relating to this employee on one screen;
Edit - Edit the employee's file;
Change - Change the employee's manager, department, job title, job status and so on;
Medical - Enter medical information for the employee such as allergies;
Photo - Add a photo of the employee;
Notes - Notes related to this employee;
Risks - View a record of employee risks;
Forms - View assigned forms associated with this employee;
Leaver - Process the employee as a leaver and archive;

Financial:

Benefits - update employee working days, hours per week, time off allowances, salary and benefits information;
Payments - Track any extra payments outside of salary and expenses which have been made to this employee;

Documents and workflows:

Documents - Upload documents which are attached to the employee file;
Workflows - The ability to allocate custom-built task workflows to this employee;
Onboarding - Start or modify the current onboarding process for this employee.

Time and attendance:

Time off - View or add time off for this individual employee;
Map - Shows an annual view of the employee's absence;
Triggers - Notification method which enables notification and a follow up action to be applied when a rule you have defined is “triggered" such as taking more than 3 days of unauthorized leave in last 6 months;
Timesheets - View all timesheets which have been completed by this employee;
Working Pattern - Set/view an employee working pattern;
Reminders - Reminders for this employee.

Development:

Training - Training for this employee;
Goals - Goals for this employee;
Competencies - Input and map employee's competencies alongside required competencies in their current role. Alongside the development module, you can also map competencies alongside desired job role;
Development - Input an achievement the employee aspires to or has achieved.
Development roles - Input the desired future job role of an employee once they have expressed an interest in the promotion. This feature works alongside the competencies module;

Assets:

Assets - View assets associated with this employee;
Vehicles - Track any vehicles associate with the employee;
Systems - View/add systems to the employee record;

If you do not want to display employee cards, it is possible to change the view to a table of all of your employees. To display employees as a table, select the table view control beneath the employee card.