The Organization page is your central employee directory, bringing together both platform team members and standalone HR employee records in a single unified view.
Accessing Organization
Navigate to Dashboard → HR → Organization.
Employee Table
The table lists all people associated with your account. Columns include: name, email, position, department, phone number, employee type, portal access status, and current salary.
Employee Types
- Team Member — a registered platform user who belongs to your team and has dashboard access.
- Organization Employee — a person added to your HR records who may not yet have a platform login.
Adding an Employee
- Click + Add Employee.
- Enter the employee's name, email address, position, department, and phone number.
- Click Save.
Employee Detail Sheet
Click any employee row to open their full profile. The detail sheet contains tabs for: personal information, salary configuration, linked contracts, assigned assets, enrolled training programs, and time tracking entries.
Granting Portal Access
From the employee detail sheet, click Send Invite to send the employee an invitation email. Once accepted, they can log into their employee portal to view their own pay slips, leave balance, contracts, and assigned tasks.
Managing Salary
Click Edit Salary from the employee row action menu or from within the detail sheet to set or update salary configuration. You can also navigate directly using the URL parameter ?employeeId=ID&action=editSalary.