Profile Tabs Overview

← Staff

The tabs that can be seen on your own profile, by yourself and other staff members, is determined by their permission level.


Wall


All users can see your profile Wall. Here, you and others can upload comments and files. 

Public


The information contained in the Public tab of a staff member's profile is visible to all employees in your company. Information found here includes your Job title, Department, and Work contact details.


Personal


The information contained in the Personal tab of a staff member's profile is only visible to the employee and admin users by default. The employee's manager can view this information if your Company settings allow. Information found here includes your Personal contact details, Payroll, and Bank details.


Emergency


This tab is located within the Personal tab and contains next of kin information. Only the employee and admin users can see this information by default. The employee's manager can view this information if your Company settings allow.  

Job


The information contained in the Job tab of a staff member's profile is not visible to other employees and only admin users can view and edit all information found here. This tab includes the employee's Job details, Salary, Bonuses and Benefits.

Onboarding


This tab is located within the Job tab and is where you can manage your onboarding tasks. Admins can also manage the employee's onboarding checklist.

Holiday

 
The Holiday tab contains all of the staff member's Pending, Upcoming, Taken and Cancelled/Rejected holidays and cannot be seen by other staff members.


Sick

 
The Sick tab contains the information about all of the staff member's sick leave and self-certificates and cannot be seen by other staff members.

Lateness


You can record any instances of lateness for your staff in this section. Depending on your Company settings, your staff will be able to view and edit this information too. This cannot be seen by other staff members.

HR Audit

 
The HR Audit tab holds a record of all changes made to the staff member's account, including personal details and holiday allowance. You can also add notes about the staff member here that may be relevant for HR purposes. This section is only viewable by managers and admin users, and available to edit by admin users. 

Files

 
You can store all of your staff's personal documents here, for example, contracts,  training certificates or photocopies of ID. This cannot be seen by other staff members.


Settings

 
This is where you can edit a staff member's Notification settings for holiday and sick leave emails, Holiday allowance, Holiday carryover, set Holiday, Sickness and Expenses approvers for them, and set their Timezone. Only admin users have access to this section.

Appraisals


All information relating to Scheduled and Previous appraisals for a staff member can be found here. You can also schedule new appraisals. This cannot be seen by other staff members.  


Working Patterns


All information relating to the Current and Past working patterns for a staff member can be found here. You can also change a staff member's working pattern. This cannot be seen by other staff members and can only be edited by admin users and managers.

Goals

 
All goals assigned to a staff member can be found in the Goals tab. This also shows any goals where you're a contributor, and any for other staff members that are publicly visible. This cannot be seen by other staff members.   

Timesheets


Staff can record time worked against clients and projects here. This cannot be seen by other staff members. 


Expenses

The expenses tab contains all of the staff member's Pending, Approved, Paid and Rejected expenses. Expenses can also be submitted here. This cannot be seen by other staff members. 



Staff

  1. Profile Tabs Overview
  2. How do I Navigate my Staff Directory?
  3. How do I Group Staff Members into Teams?
  4. How do I Assign a Manager via a Staff Member's Profile?
  5. How do I Assign a Manager via your Organisation Chart?
  6. How do I Thank Staff?
  7. How do I Reinstate a Staff Member?
  8. How do I Upload a Profile Picture?
  9. How do I Delete a Staff Member from a Group?
  10. How do I Create a new Staff Group?
  11. How do I End a Staff Member's Employment or set a Contract End Date?
  12. How do I Upload a File to a Staff Member's Wall?
  13. How do I Delete a Staff Member?
  14. How do I Add a Salary?
  15. How do I Add and Manage Bonuses?
  16. How do I Record a Lateness?
  17. How do I Add and Manage Benefits?
  18. How do I Add Holiday for a New Staff Member?
  19. How do I Filter Holiday and Sickness Periods on Staff Profiles?
  20. How does the Organisation Chart work?
  21. What Information is Held on the Public Tab?
  22. What Information is held on the Personal Tab?
  23. What Information is held on the Job Tab?

Feedback and Knowledge Base

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