You can manage the profile of all employees and set it the way you require.
Please note, that only users with Admin rights or certain permissions have the right to edit, other employees do not have this option.
How to edit an employee's profile?
If you click on any user from the list, there will be a summary of his account and in the upper right corner you will see the option "Edit":
You click there to edit the information about the current employee.
Information
Here you add the base information about an employee, their address, contact information, and others. These sections may be different depending on your company's settings of custom fields
Work
Here we set the date hired, position, manager, role, and status, specify the team and office, and select skills. Also, if the user is a manager, we can attach employees to them.
Also, we can add some previous work experience for the user. For this, please click on the "Previous Works" button and add the necessary information:
Education
You can add information about the employee's education, such as school, college, university, courses, etc. To add information about education, click on "Add education"
Documents
Here you can upload any documents concerning the current user. It’s convenient to have all the necessary files in one place. You may just click on “Upload documents” and add the files you need.
When you already have some documents uploaded, you can preview them by clicking on the file. Also, there is a menu that will help you to copy a file link, download it, or check the settings:
In the settings, you see the information about the current file: data of creation, who has uploaded, last modified data and the option to edit its name.
Kindly note: all files are securely stored on Amazon VS.
Requests
Here you can view all types of your or your employee’s time off requests.
To submit a time off request, you must return to the Home page in the "My Requests" section.
Time-offs
Here you see your pending Time-off requests, history of vacations, sick days taken and other. Also, you see how many hours were used, whether it was recorded automatically or manually, and who exactly added it.
To submit a new time off request, you must return to the Home page to the "My Requests" section or the user in charge, HR, for example, can record it manually from here.
How to add a new time off to an Employee manually?
To do this, choose what type of day-off exactly needs to be added, click on the three dots, and choose "Record time off" :
And such a window will appear where you can edit:
time off type;
the days taken;
amount of hours.
And do not forget to click on "Create request".
Setting the Time-Off balance:
You can also adjust the balance of time off: add or subtract hours from the employee's account. To do this, click on the three dots, and choose - adjust balance, and the next window will open:
Choose whether you want to add or subtract, the required number of hours and click on "record time".
All performed actions will be recorded in the user's accrual history, you will see who made changes, when, and what exactly was made:
Also here you see upcoming time-offs (approved) and time-offs that are still under consideration:
Salary
This is the information about the employee's current salary and all changes that occur in the salary during the period of work in the company. You can make some changes for any user by clicking “Change salary” in the upper right corner:
There you choose the amount of money, the currency needed, the pay rate and the pay schedule, and this record will be displayed in the user's account: