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View Employee Details

Review, update, or take action on employees.

Palistha Shrestha

Last Update 4 ay önce

Open employee details

  • Go to Employees -> People Directory
  • Click any employee

    When to use this

    Use this when you need to:
    • Review employee details
    • Update employee information

    Always review details here before making changes

      Top summary (quick view)

      At the top, you can see:
      • Name
      • Work email
      • Phone number
      • Department
      You can also:
      • Edit details
      • View offer & documents
      • Disable employee

      Use this section for quick identification and immediate actions without scrolling

           Where to find information 

          • Personal details -> Personal information
          • Job and role details -> Professional information
          • Background and qualifications -> Education, work experience, skills
          • Documents and records -> More (legal documents)

          Use this to quickly locate required information

            Key actions

            Edit details

            Use this when employee information needs to be updates.

            • Click Edit
            What to be careful about:
            • Changes directly affect employee records
            • Incorrect updates can impact HR data and reporting
            • Always verify information before saving

            Only update when information is confirmed and accurate.

                View offer & documents

                Use this when you need to access employee-related documents.
                • View offer letters and uploaded documents

                Use this for reference, verification, or record checks.

                  Disable employee

                  Use this when the employee should no longer be active.
                  • Click Disable employee
                  What happens next:
                  • Employee is marked as inactive
                  • Employee is removed from active employee view
                  • Employee data is retained for records

                  Use this for employees who have left or should no longer be active in the system.

                       

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