People and employment

Manage employees and advisors, organization assignments, reviews, movements, contracts, letters, assets, and offboarding.

Existing functionality

What it provides

Manage tenant-scoped branches, departments, roles, locations, assignments and organizational hierarchy.

Create or edit employee records, or import employees from a spreadsheet after previewing new, changed, unchanged, and invalid rows.

Maintain distinct nonstandard worker/advisor identity, rate, assignment, status, login and lifecycle data.

Review scoped people and employment metrics, activities, and rule-generated attention items with freshness and drill-down.

Record review cycles and effective-dated branch/department/role/status movements with approvals and history.

View effective reporting structure and simulate/apply structural changes with cycle validation.

Create, edit, preview, assign, and archive contract or letter templates, and create, preview, publish, or archive policy documents.

Use employee details and the selected template to generate a contract or letter, review the result, and issue it to the signer.

Verify the signer, show the exact issued employment document, capture consent and signature evidence, and provide a receipt.

Plan an employee’s departure, recover assigned assets and access, complete required documents, and close the staff account.

Search and review recorded employee and administrative activity.