Employee Records

HR is the central store for everything related to your workforce — from contact details to contracts, training, and documents.

Adding an employee

  1. Go to HR → Employees.
  2. Click Add Employee.
  3. Fill in personal details, contact information, job title, department, and start date.
  4. Assign a role (their OpsOS system role if they're also a system user).
  5. Save.

Employee profile

Each employee has a profile page that shows:

  • Personal details — name, contact info, emergency contacts.
  • Employment info — job title, department, cost centre, start date, employment status.
  • Contracts — current and historical agreements.
  • Training — completed courses and upcoming renewals.
  • Incidents — any workplace incidents they were involved in.
  • Documents — attached files (right-to-work evidence, signed policies, etc.).

Employment status

Track the current state of each employee:

Status Meaning
Active Currently employed and working.
On leave Temporarily away (maternity, paternity, sick leave).
Suspended Not currently working pending investigation.
Departed No longer employed — retained for historical reference.

Departed employees don't clutter the active directory but their full history remains.

Documents

Attach files to an employee record from the Documents tab. Useful for right-to-work evidence, signed policy acknowledgements, medical certificates, and similar. Only users with the right permissions can view sensitive documents.

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Training and Certifications

HR tracks which training each employee has completed and alerts you when certifications are due for renewal.

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