The Employee Detail Page

The employee detail page (the employee's profile) brings together everything about one person: who they are, who they report to, and tabs for their attendance, leave, tasks, documents, pay and more. This article explains the header and every tab.

How to open it

In the sidebar, open HR → Employees.
Click the employee's name in the list.

You can also click an employee's name wherever it appears as a link, for example in a project's Members tab. To see your own profile, open it from your profile menu or click your own name.

Who can open a profile: everyone can open their own profile. To open other people's profiles your role needs access to the Employees menu. Deactivated employees can only be opened by admins, and contacts cannot open employee profiles. How much of the profile you see depends on your View Employees permission; with limited access you see the name, job details and a reduced set of tabs. See Permissions explained.

The header

The header stays at the top on every tab.

Part	What it shows
Photo and name	The employee's picture (or initials) and name, with their salutation.
Active / Inactive	The employee's status.
Role	The employee's role, for example Employee or Manager.
Designation and Department	Shown under the name. See Designations and Departments.
Employee ID	The employee's ID.
Email / Phone	Contact details (shown only with full profile access). Click the email to write to them.
Reports to	The person this employee reports to.
Joined	The joining date and how long they have been with the company.
Last login at	When they last logged in, or "Never".

The Employees link above the name takes you back to the employee list.

Buttons

Message — opens a chat with the employee. Shown when the Messages module is on and it is not your own profile.
Edit — opens the edit panel. Shown if your Edit Employees permission is All, or Added and you added this employee.
More actions (the … button) — when the Onboarding module is on, this holds Start Onboarding or Start Offboarding, depending on the employee's stage and your onboarding permissions.

The tabs

Tabs appear in the order below. Some tabs group related pages; when you open one, links underneath the tab strip let you switch between its pages (for example Leaves and Leaves Quota).

Switching tabs with the keyboard

Press P, then the tab's letter. For example, P then A opens Attendance, and P then L opens Leaves. Hover over a tab to see its letter. The shortcut does nothing while you are typing in a field. (E on its own opens Edit.)

Tab	Letter	Pages inside	Shown when
Overview	O	—	Always.
Attendance	A	—	The Attendance module is on and you can view attendance.
Leaves	L	Leaves, Leaves Quota	The Leaves module is on and you can view all leave, or it is your own profile and you can view your own leave.
Shift Roster	H	—	The Attendance module is on and you can view the shift roster (All).
Tasks	T	—	The Tasks module is on and you can view employee tasks (All).
Projects	P	—	The Projects module is on and you can view employee projects (All).
Time Logs	G	—	The Time Logs module is on and you can view employee time logs (All).
Documents	D	Documents, HR Documents	Your own profile, or you can view documents (All). HR Documents also needs the HR documents feature and access to letters.
Pay & benefits	B	Bank Information, Loans, Increment & Promotions	Each page has its own permission (see below).
Tickets	K	—	The Tickets module is on and you can view tickets (All).
Appreciation	R	—	You have full profile access.
Personal	E	Emergency Contacts, Immigration, Statutory IDs	Emergency Contacts: full profile access and either your own profile or the emergency-contact permission. Immigration: you can view immigration (All, or other levels on your own profile). Statutory IDs: Country & compliance on, and your own profile, View/Edit Statutory IDs = All or View Employees = All (numbers masked unless View Statutory IDs allows).
Permissions	M	—	You can manage role permissions (All).
Payslips	Y	—	The Payroll module is in your plan and you can view payroll (All or Added, or your own payslips).
Assets	S	—	The Asset module is in your plan and you can view assets (All, or other levels on your own profile).
Performance	F	—	The Performance module is in your plan and you can view all reviews, it is your own profile, or you are the employee's manager.
Activity	V	—	You have full profile access.

For most tabs, a permission level lower than All (Owned, Added or Both) only opens that tab on your own profile.

Overview

A summary of the employee.

Key numbers (full profile access): Open Tasks, Projects, Hours Logged and Tickets.
About — the employee's own description, if filled in.
Profile Info — full name, employee ID, designation, department (and Also works in for extra departments), gender, date of birth, email, mobile, joining date, employment type, probation, notice-period, internship and contract dates, marital status, hourly rate, Slack username, language, timezone, skills, address, business address and any custom fields. Which fields show depends on what has been filled in and your access.
Office Hours — the days and times this person works. See Office Hours.
Late Attendance and Leaves Taken — counts for this month.
Reporting Team — the people who report to this employee.
Appreciation — awards the employee has received.
Tasks and Tickets — pie charts by status.
Onboarding progress, when the Onboarding module is on.

Attendance

A monthly attendance view for this employee. Choose the Month and Year; the legend shows Present, Absent, Late, Half Day, Leave, Day Off, Holiday and work from home. People who can add attendance see Mark Attendance. See Attendance.

Leaves

Leaves — the employee's leave requests. New Leave applies for leave; filter by Leave Type, status and Year; tick rows to Change Leave Status (approve or reject) or Delete.
Leaves Quota — each leave type with its No of Leaves and Remaining Leaves for the current leave year. People who can update leave quotas see Manage to change the numbers.

See Leaves.

Shift Roster

The employee's shifts on a calendar, plus any Assigned shift rotation. If you can manage employee shifts, click a day to change the shift. See Shift Roster.

Tasks

Tasks assigned to the employee. Add Task creates one; filter by status (including Hide completed task) and search; tick tasks to Change Status or Delete.

Projects

Projects the employee is a member of. Add Project creates one; tick projects to Change Status, Archive or Delete. Click a project to open its project page.

Time Logs

Time the employee has logged. Log Time adds an entry; filter by status and Invoice Generated; tick entries to Change Status (approve) or Delete.

Documents

Documents — files kept on the employee's record. Add Files uploads them; each file can be viewed, downloaded, edited or deleted depending on your permissions. The Employee Document Expiry section tracks documents that expire; use Add Document Expiry to add one.
HR Documents — letters and other HR documents for this employee, such as offer letters and policies. See Letters.

Pay & benefits

Page	Who sees it	What you can do
Bank Information	The employee themselves, or people who can view employee bank details.	See bank accounts, which one is Primary or Backup, and whether each is active. People who can manage bank details can Add, Edit and Delete accounts.
Loans	The Loan module is on, and it is your own profile or you can view or add loans.	See the employee's loans.
Increment & Promotions	You can view increments and promotions.	See the history of salary increments and promotions. Add Promotion records a new one (needs the manage permission). Increments only show when the Payroll module is on.

Tickets

Support tickets for the employee. Create Ticket adds one; tick tickets to Change Status or Delete.

Appreciation

Awards given to the employee. Add Appreciation gives a new one (needs the add-appreciation permission); each award has View, Edit and Delete depending on your permissions. See Appreciations & Awards.

Personal

Emergency Contacts — name, email, mobile and relationship of each emergency contact. Create new adds one; each row has View, Edit and Delete. Employees can manage their own.
Immigration — Passport Details (number, nationality, issue and expiry dates, scan copy) and Visa Details (visa number, country, dates, scan copy). Use Add Passport and Add Visa; set Alert before months to get a reminder before a document expires.
Statutory IDs — the government ID, tax and social-security numbers and right-to-work checks of the employee's work country (CNIC, SSN, NI number, TFN, Emirates ID, iqama…), masked, with expiry alerts. See Statutory IDs.

Permissions

The employee's own permissions, module by module (Add, View, Update, Delete and more). Changing them gives this person custom permissions; Sync with role puts them back to their role's permissions. Not available for admins. See Roles & Permissions.

Payslips

The employee's payslips, newest first, with the Period, Net pay, Paid on date and status. Click the download icon to get the PDF.

Assets

Laptops, phones and other equipment lent to the employee, with the date Given, the date Returned, or an In use badge (with a due date, if set).

Performance

The employee's performance Reviews (cycle, manager, rating and stage) and Goals (with progress and due date). Click one to open it.

Activity

A history of actions involving the employee, such as leave requests and tasks, with who did each one. Where the record still exists, View Details opens it.

Tips

Your own profile always opens. Your own documents and bank information are always visible to you, even if you cannot see other people's.
Bookmark a tab. Every tab has its own web address, so you can save or share a direct link, for example to someone's Leaves Quota.
Feature not in your plan? If you open the Payslips, Assets or Performance page and the module is not in your company's plan, you see a short message instead. Admins can upgrade the plan; employees should ask their company admin.
Missing a tab or button? It is hidden by your role's permissions or by a module that is turned off. Ask your company admin.
Press ? anywhere to see the keyboard shortcuts for the current page.