Field-level privacy
Sensitive details such as ID numbers, date of birth, bank accounts and salary each have their own permission, and other users see them hidden or masked.
Module
Employee Management
Every employee's record, from first day to last
Employee details are often spread across spreadsheets, email and paper files, and nobody can say which version is right. Employee Management keeps one checked record for each person. It also runs the work around that record: joining, probation, documents, policies, system access and leaving.
How it works
5 steps, from start to finish
Register the new joiner
HR enters the person's details, and the system warns of possible duplicates before the rest of the form is filled in.
Verify, approve, grant access
The record is checked, then approved, and only then is the person's login switched on.
Onboard with a checklist
The best-matching onboarding checklist starts, and tasks go to the right owners or to the new joiner.
Manage probation and growth
Run the mid-point probation review and confirm, extend or end probation, then raise transfers and promotions for approval.
Offboard with clearance
Open an exit case, get it approved, collect sign-offs from each department, and access ends on the last working day.
What it does best
Built for the way HR really works
Complete employment history
Transfers, promotions and exits are sent for approval and take effect on their effective date, and every change is kept in the employee's history.
Policies with evidence
Employees accept the current version of each policy, and the system records when, from which IP address and in which browser.
Separate approval and set-up
HR approves each system access request, and IT then records that the account has been created.
Documents that stay organised
Each employee has a private folder. HR verifies uploads and can see which required documents are missing or about to expire.
Exit clearance queue
Each person signing off an exit sees only the items waiting on them, and can sign off, refuse with a reason or mark an item as not applicable.
What's included
Everything in Employee Management
- Employee RecordsPersonal, contact, bank, qualification and job history details, with a duplicate check, an approval step for new joiners, and approved transfers and promotions.
- Sensitive FieldsEach sensitive field, such as national ID, date of birth, bank account or salary, has its own permission and is masked for anyone without it.
- OnboardingChecklists matched to each new joiner's unit or employment type, with tasks for named roles or the joiner, plus verification and progress tracking.
- OffboardingExit cases that go through approval, department clearance and handover. Login and system access end automatically on the last working day.
- ProbationProbation from start to a mid-point review, then confirm, extend or end it, with each outcome saved to the employee's history.
- PoliciesVersioned policies that employees accept, with a record of who has accepted, re-acceptance when needed and reminders for anyone outstanding.
- System AccessRequest access to the company's systems for a person, have HR approve it and IT confirm set-up, and remove it all when they leave.
- Employee DocumentsA private folder for each employee, where HR can verify documents and see which required documents are missing or about to expire.
Who uses it
Each person sees their part
HR
Register and verify employees, run onboarding, probation and exits, and keep documents and policies in order.
Managers
Raise transfers and promotions, and sign off clearance items for people leaving.
Employees
Work through their own onboarding checklist, accept policies and see their own document folder.
Administrators
Decide which roles can see each sensitive field, and keep the list of systems that access can be requested for.
Try Employee Management with your own people.
The free trial opens every module for a month.