People and records
Every person, one complete record
A person's record holds everything about them at work: their details, documents, policies, training, time off, hours, pay, equipment and a full history of what changed. Add a new hire in a few steps, invite them when you are ready, and never email a password again.
Included inStarterProEnterprise
The full list
Everything people and records does
Records
- Profile, contact, emergency contact and birthday, with the person keeping their own up to date
- Custom profile fields such as NIS and tax numbers, licences or uniform sizes
- Tabs for documents, policies, training, time off, hours and check-in, pay, equipment and history
- Someone who leaves is marked departed rather than deleted, and can be brought back
- What the country rules give each person for their length of service: leave, notice and probation
Hiring and paperwork
- A new hire wizard: the basics, where they fit, and when to send their invitation
- Branded invitations with a link to set their own password
- Employment contracts, offer letters and amendments written from the record and signed in the portal
- Work permits, CSME certificates, passports and registrations tracked with reminders before they expire
- Import people, departments, documents, equipment and leave history from a spreadsheet or Zoho
For managers
- Managers can be limited to their own team, everywhere in the product
- Access is granted per area: documents, leave, training, pay and so on
Works together with
One system, so nothing is typed twice
Org chart and directory
The org chart draws itself, and the directory finds anybody.
Onboarding, checklists and forms
Checklists for the first weeks, and forms that fill the record.
Policies, documents and e-signatures
Publish, share, sign and prove it, with every open recorded.
Dashboard and briefing
A morning briefing that tells each person what needs them today.
See it with your own company in it
We set up a demo around how your organisation works: your departments, your leave rules, your locations. Thirty minutes, on a call or in person.