Employees — User Guide

Who can use Employees

Your workspace must have the Employees module installed. Your role must include the relevant permissions (view, create, update, delete, restore, force.delete as needed).

List

Open Employees from the sidebar, under the HR group.

• Search by name, employee number, email, phone, job title, or department
• Filter by status (Active / Inactive / Terminated) and employment type
• KPI cards summarize total, active, inactive, and terminated headcount
• Users with restore can filter trash, then Restore or permanently delete

Create & edit

1. Click New employee
2. Employee number is prefilled with the next EMP-#### (editable); enter name (required); optionally email, phone, job title, department, hire/termination dates, employment type, status, linked user, on-site/remote work hours, and notes
3. Save

Optional work hours apply when Settings → Attendance → Per-employee work hours is enabled (otherwise workspace office/remote hours are used for late classification).

When the Departments module is installed, the free-text Department field is replaced by a multi-select of departments (synced via department_ids).

Edit from the row menu or the employee record page.

Convert from Users

If someone already has a workspace login but no Employees directory row (common when Users were created before you installed Employees):

1. Open Administration → Users
2. Row menu → Create employee record (requires employees.create)
3. Confirm — the platform creates a linked employee (name/email from the user, next EMP-#### number)

You can also create an employee manually and pick the Linked user on the employee form. Salary is configured later under Payroll → Profiles, not on the employee record.

Status & employment type

Field	Values
Status	Active, Inactive, Terminated
Employment type	Full time, Part time, Contract

Terminated employees remain in the directory for history; leave, attendance, and payroll continue to reference them by id.

Related modules

Install Leave Management, Attendance, and Payroll from Marketplace (each requires Employees) for leave workflows, daily presence, and pay runs.