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Employee Management

Used in these workflows

This guide covers the full employee lifecycle — from directory management and team organization to notifications, logging, and admin configuration.

Employee Directory​

Navigate to HR → Employees to view and manage all employees.

The employee directory displays:

  • Name — Full name with avatar
  • Email — Work email address
  • Position — Job title / role
  • Team — Assigned team
  • Status — Active, Inactive, or Suspended
  • Last Login — Most recent platform login
  • Joined Date — Employee start date
Employee Directory

Figure: Employee directory with search and filters

Viewing an Employee Profile​

Click on any employee to see their complete profile:

  • Personal Details — Name, email, phone, position, department
  • Permissions — Assigned permission groups and individual permissions
  • Team Assignment — Current team and manager
  • Performance Metrics — Lead conversions, call stats, retention metrics
  • Activity Log — Recent actions within the platform
  • Leave Balance — Remaining leave days by type

Adding a New Employee​

  1. Click Add Employee from the directory page.
  2. Fill in the employee details:
    • Name, Email, Phone
    • Position — Select from configured positions
    • Team — Assign to a team
    • Permission Group — Select the appropriate permission set
  3. Click Create — the employee will receive a welcome email with login credentials.
Add Employee

Figure: Adding a new employee

Team Management​

Navigate to HR → Teams to organize employees into teams.

Team List​

View all teams with:

  • Team Name — Display name of the team
  • Manager — Team lead / manager
  • Members — Number of employees in the team
  • Department — Parent department

Creating a Team​

  1. Click Create Team.
  2. Enter the Team Name.
  3. Select a Manager from the employee list.
  4. Optionally set the Department affiliation.
  5. Click Save.

Managing Team Members​

  1. Click on a team to open its detail view.
  2. Use Add Members to search and add employees.
  3. Use Remove to take employees off the team.
  4. Reassign the manager if needed.
Team Management

Figure: Team management interface

PBX Extensions​

Navigate to HR → Employee Extensions to manage phone system (PBX) extensions for employees.

  • Extension Number — The internal phone extension
  • Employee — Assigned employee
  • Status — Active or Inactive
  • Last Updated — When the extension was last modified

Assign or update extensions as employees join, leave, or change desks.

PBX Extensions

Figure: PBX extension assignments

Activity Logs​

Navigate to HR → Logs for a complete audit trail of employee actions within the platform.

The log captures:

  • Employee — Who performed the action
  • Action — What was done (login, data change, approval, etc.)
  • Target — What entity was affected (customer, lead, deposit, etc.)
  • Timestamp — When the action occurred
  • IP Address — Source IP of the action
Activity Logs

Figure: Employee activity audit logs

Notifications & Announcements​

Employee Notifications​

Navigate to HR → Notifications to manage system notifications sent to employees.

  • View all sent notifications with delivery status
  • Filter by notification type, recipient, or date
  • Resend failed notifications

Employee Announcements​

Navigate to HR → Announcements to send company-wide or team-specific announcements.

  1. Click Create Announcement.
  2. Enter the Title and Content (rich text supported).
  3. Select the Audience — All employees, specific teams, or individual employees.
  4. Choose to Send Immediately or Schedule for later.
  5. Click Publish.
Employee Announcements

Figure: Creating an employee announcement

Admin Settings​

Navigate to HR → Admin Settings to configure the HR module.

Configurable Settings​

SettingDescription
PositionsJob titles available when creating employees
Activity TypesTypes of activities that can be logged (calls, meetings, emails, etc.)
LocationsOffice locations for attendance tracking
Permission GroupsPre-defined permission sets that can be assigned to employees
Check-in SettingsWorking hours, grace period, overtime rules
Notification TypesTypes of system notifications and their triggers
HR Admin Settings

Figure: HR admin settings configuration