The employee page (HR): an employee's full record
What this guide covers
The employee page is the single record for one person - everything HR holds about them, across a set of tabs. This is the map: how to open it, what each tab is for, and who can see/edit what. Each tab has its own deep-dive guide.
Who can open it: viewing needs HR read; editing needs HR write; the Salary tab needs the salary permission; terminating someone needs HR admin. You reach it from the Employee Directory (open a person), and the header's < > arrows flip between people.
The tabs
| Tab | What's on it | Guide |
|---|---|---|
| Personal Info | Name, ID, contact, emergency contact, login + password reset. | Personal Info |
| Documents | Contracts, IDs, certificates - with expiry tracking. | Documents |
| Job History | Positions, promotions, probation & contract, the timeline. | Job history & employment status |
| Employment Status | Active/inactive; start a termination or re-employ. | Job history & employment status |
| Salary ?? | Pay basis & rates + history (salary permission only). | Salary, banking & compliance |
| Compliance & Banking | Bank, tax/SARS, POPIA, medical aid, next of kin. | Salary, banking & compliance |
| Attendance & Shifts | Base schedule, clocking terminal, weekly pattern. | Attendance & Shifts |
| Auto-clock | Auto-generate daily clocking for exempt/executive staff, and backfill missing punches over a date range (HR write). | Attendance & Shifts |
| Leave Balances | Balance per type + adjustments and the annual wizard. | Leave Balances |
When someone leaves, the offboarding wizard is launched from the Employment Status tab - see Offboarding an employee.
The header
Across the top: the employee's name, worker ID and status (Active / Inactive / Terminated), < Prev / Next > to move between people, and Back to Directory.
A note on privacy
This page holds personal and sensitive data (pay, banking, ID, medical). The guides explain how the tabs work - they contain no real records. Only open and discuss an employee's data if your role and the task require it.
Related guides
- Add & manage employees - the directory and how a new joiner is created.
- HR Settings - organisation setup / leave types, plans & balances - the masters these tabs draw on.
- Pending Gear Returns - what happens to issued gear after an offboarding.