- Overview
- Opening an Employee Profile
- Profile Details
- Skills and Certifications
- Work History
- Employee Documents
- Managers and Direct Reports
- Keeping Profiles Current
Overview
An employee profile brings together the information connected to one employee.
Use profiles to review employee details, reporting relationships, skills, work history, and documents without jumping between separate tools.
Opening an Employee Profile
Go to Settings > Employees and open an employee from the list.
The profile page shows the employee information you have permission to view.
Profile Details
The main profile details can include:
- Name and preferred name
- Email address
- Phone number
- Employment status
- Job title
- Employment type
- Start and end dates
- Department
- Manager
- Notes
Use Edit when you need to update the employee's main details.
Skills and Certifications
Use skills and certifications to track capabilities, training, licenses, or credentials connected to an employee.
Each skill or certification can include:
- Name
- Type
- Level
- Issue date
- Expiry date
- Notes
Expiry dates are useful for certifications that need regular renewal.
Work History
Work history helps you record previous or current roles held by the employee.
Each work history entry can include:
- Job title
- Department
- Start date
- End date
- Summary
This is useful when an employee changes role, moves department, or has a history you want to keep visible.
Employee Documents
Employee documents let you keep important files connected to a profile.
Documents can include contracts, IDs, certificates, policy acknowledgements, or other HR records. Each document can include a type, title, issue date, expiry date, notes, and an optional uploaded file.
Some employee document actions may use credits. For more details, see How the Credit System Works.
Managers and Direct Reports
If an employee has a manager, the profile can show that relationship.
If other employees report to this employee, their direct reports can also appear on the profile. This helps you understand reporting lines while reviewing employee information.
Keeping Profiles Current
Keep employee profiles current when:
- Someone changes role
- Someone moves department
- A manager changes
- A certification expires or renews
- A new HR document is added
- An employee leaves or becomes inactive
If employees should maintain their own profile details, invite them to your team with the right access. For more details, see How to Invite Employees and Manage Employee Access.