The HR Suite, roles and the employee directory

Who can open the HR Suite

The HR Suite appears in the sidebar under Work & Operations for people with HR access. Everyone else sees a simpler page where they can Request Time Off and review their own attendance history. Access is granted in one of four levels:

• Administrator: workspace administrators have full access.
• HR Administrator (Full Access)
• HR Officer (Timesheets & Leaves)
• HR Viewer (Read-only)

Administrators grant these on the Permissions tab (visible only to administrators). Enter the person's address, choose the role, and select Grant Privilege. The list shows Granted By and a Revoke button to take access away. Give people the lowest level that lets them do their job.

The overview

The HR Suite opens on the overview cards: Total Headcount, Clocked In Today, remote workers, Pending Timesheets and Pending Leaves. Tabs run across the top:

• Attendance & Clock-ins
• Hours & Timesheets
• Approval Audit Trail
• Employees & Directory
• Time Off & Leaves
• Permissions (administrators only)

Tabs with pending work show a count badge so you can see where action is needed.

Attendance and work schedule

On Attendance & Clock-ins you see today's attendance for everyone with their status, Work Mode (office, home, remote), First In, Last Out and total time. In the Work Schedule & Shift Hours section set the Work Start Time, end time, Timezone (a standard name such as Europe/London), Scheduled Work Days and whether check-in and check-out reminders are on. Check-in reminders prompt 1 hour and 10 minutes before the start. Check-out reminders prompt 10 minutes before, 10 minutes after and 1 hour after.

Employee directory

Open Employees & Directory. The Employee Directory sub-tab lists people with search, a Department filter and a Status filter (Active, Probation, On Leave or Terminated). Select a person to edit their record:

• Title and Department.
• Reports To, the manager. Choose None (Top of Hierarchy) for the head of the organisation.
• Employment: Full Time, Part Time, Contractor or Intern.
• Status and Joined Date.

The reporting line you set here feeds the org chart, covered next.

Departments and teams

On the Departments & Teams sub-tab choose Create Department. Enter a name, description, a colour and an optional Lead. Use Assign Members to add people. When you have no departments yet, the page says "Create your first department to start organizing teams."

Good habits

• Keep Reports To accurate; the org chart is only as good as this field.
• Move people to On Leave or Terminated promptly so headcount is correct.
• Review the Permissions list every quarter and revoke what is no longer needed.

Practice

1. Open the Employees tab and filter by Probation.
2. Create a department and assign two people.
3. Set a manager for someone whose Reports To is empty.