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HR & Payroll

Employee Records

Employee profiles, documents, company assets and lifecycle events, with CSV import for a whole team. Employee Records holds each person's profile, uploaded documents, assets issued to them and events such as joining, transfer and exit. Interns and their stipends are supported.

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Who it is for

HR and admin teams who keep employee papers in folders and email.

Part of the HR Suite module. See plans and modules

How it works, step by step

Add employees one by one or import a CSV. Upload documents to the employee, record assets and lifecycle events, and archive people who leave so history stays intact.

  1. Import your team from the CSV template, or add people one by one.
  2. Upload each person's documents.
  3. Record assets issued and lifecycle events.
  4. Archive people who leave.

What you get

  • Employee profile
  • Document upload and download
  • Assets issued
  • Lifecycle events
  • CSV import
  • Archive
  • Departments and branches

What it connects to

Getting set up

Import your team with the CSV template, then set department, branch, reporting manager and role for each person.

Employee Records: questions and answers

Which file can I import employees from?
A CSV file based on the template.
Do downloaded documents open properly?
Yes. A downloaded employee document keeps its file extension.
What happens when someone leaves?
Archive them. Their history stays, and they no longer appear in active lists.
Which module is this part of?
Employee Records is part of HR Suite. Modules are sold separately or in the Full CRM bundle; see the pricing page for current prices.

See Employee Records on your own data

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