An employee card is, as the name suggests, a card which has the pertinent information for a given employee as well as links to all the possible actions which could be taken relevant to that employee.

To access an employee card, simply go to

 People > Employees

On doing so, you are then taken to the Employee cards page where there is a drop-down populated with employee names - click the name of the employee and their Employee 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.

As well as the self-explanatory fields in the middle of the card, 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)
• Time off taken and remaining
• Bradford Factor score
• Un-authorised absence heat map
• 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 bottom of the Employee card are links to all the actions which can be performed against an employee. These actions are:

View - show all the information in the system relating to this employee on one screen.

Edit - edit the employee file

Change - change the employees' manager, department, job title, job status and so on

Benefits - update employee working days, hours per week, time-off allowances, salary and benefits information

Medical - enter medical information for the employee such as allergies.

Photo - add a photo of the employee

Payments - Track any extra payments outside of salary and expenses which have been made to this employee

Notes - notes relating to this employee

Grievances - A record of any grievances which have been filed by this employee

Risks - View a record of employee risks.

Forms - View assigned forms associated to this employee.

Leaver - process the employee as a leaver and archive

Documents - upload documents which are attached to the employee file

Workflows - The ability to allocate custom-built task workflows to this employee 

On-boarding - start or modify the current onboarding process for this employee

Time off - View or add time off for this individual employee

Map - shows an annual view of the employees' absence (to view further information about the employee map, click here)

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 un-authorised leave in last 6 months (to view further information about Triggers, click here)

Time sheets - View all timesheets which have been completed by this employee 

Working Pattern - set/view an employees working pattern

Reminders - reminders for this employee

Training - Training for this employee

Goals - goals for this employee

Competencies - Input and map employee competencies alongside required competencies in their current role. Alongside the development module, you can also map competencies alongside desired job roles. - (More information surrounding competencies can be found here.)

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. 

Reviews - Reviews for this employee

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.

Inside 'Table View' each of the employee interaction controls will be collapsed under the 'Actions' menu on the right-hand side.