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:
- Job title
- Length of service
- Cost centre
- Job grade
- Head of department
- 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.
- 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.