KnowledgeBase

The Employees app is used to streamline all employee-related data and processes. You can quickly access and update your team’s information, manage personal events, maintain sensitive data, and reduce the time and effort required for routine administrative tasks. 

You can manage a wide range of employee data, including general information like contact details, position, and department, as well as sensitive information such as wages, SSN, personal events, and related data like time-off requests and training records.

Yes, the Employees app is designed with security in mind. Sensitive information is protected by role-based permissions, ensuring that only authorized users can access, edit, or manage this data.

If an employee is not listed as a contact, the app will automatically create a contact for them during the employee creation process.

Yes, you can view the assigned training in the Training tab. You'll see training status, score, topic, class name and important dates. Please view our Getting Started with Training Director guide to learn more about how it works.

An employee can be designated with different statuses such as Active, Inactive, or Terminated, depending on their current employment situation.

Employee onboarding involves adding the new employee into the system, assigning them roles and departments, providing training, and updating their information.

Employee offboarding includes marking the employee as terminated, updating their termination details, archiving their data if necessary and adjust account permissions.