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Management
This section covers off how to use our Employee File features we offer to manage your employee data.
- Add additional information to the employee file
- Add an employee's pay run details
- Add and delete bank account details
- Assign employee benefits to an employee
- Edit an employee's start date
- Edit and update employee job titles and positions
- Edit employee employment details
- How do I initiate disciplinary action?
- Manage an employee's emergency contacts
- Manage an employee's medical disclosure statement
- Manage an employee's salary history
- Manage an employee's tax and national insurance (NI)
- Manage assigned certifications
- Manage medical disclosure statements
- Manage work eligibility
- Manually trigger an onboarding checklist
- See who edited or changed an employee's HR file
- Set up standard daily hours or custom work hours
- Set up, upload and edit employees' job description documents
- Toggle employee file privacy mode on/off
- Understand employee performance with the employee scorecard feature
- Update employee pension details
- Update employee personal details and change account email
- Update your overview and profile picture
- Upload HR documents to an employee's file
- Use management notes
- View an employee's assigned assets
- View performance reviews as a manager or admin