Employees

The Employees page lists all employee records in the organization with filtering by status and employment type. Employees represent active or past staff members and are distinct from candidates. A new employee can be created directly or converted from an accepted job application using the Hire from Application flow.

Accessing the Page

• Route: /employees
• Menu Path: HR → Organization → Employees

List Columns

Column	Default Visible	Sortable	Description
Employee #	Yes	Yes	Unique employee number (e.g., EMP-001)
Name	Yes	Yes	Full name; work email shown below the name
Department	Yes	Yes	Assigned department name
Position	Yes	Yes	Assigned position name
Status	Yes	Yes	Current employment status badge
Hire Date	Yes	Yes	Date the employee was hired
Type	Yes	Yes	Employment type

Status Values

graph LR
    ONBOARDING --> ACTIVE
    ACTIVE --> ON_LEAVE
    ACTIVE --> SUSPENDED
    ACTIVE --> TERMINATED
    ON_LEAVE --> ACTIVE
    SUSPENDED --> ACTIVE

Status	Description
Active	Currently employed and working
Onboarding	Newly hired; onboarding checklist in progress
On Leave	Temporarily away (medical, parental, etc.)
Suspended	Employment temporarily suspended
Terminated	Employment has ended

Employment Type Values

Type	Description
Full-Time	Standard full-time employment
Part-Time	Reduced hours arrangement
Contractor	Independent contractor
Intern	Internship or temporary placement

Filtering

Filter	Type	Description
Search	Free text	Searches by name or work email
Status	Select	Filter by employment status
Type	Select	Filter by employment type

Sorting

Click any sortable column header to sort ascending; click again for descending; third click removes the sort. Default sort: creation date descending (newest first).

Pagination

The list uses server-side pagination. Default page size is 20 records. Use the page-size selector and navigation controls at the bottom of the table.

Actions

Page Actions

Action	Description
Add Employee	Opens the Create Employee dialog
Hire from Application	Opens the Hire from Application dialog to convert an accepted application into an employee record

Row Actions

Action	Permission	Description
Edit	canWriteEmployees	Opens the Edit Employee dialog
Delete	canWriteEmployees	Opens the Delete confirmation dialog

Clicking a row name opens the Employee Detail side panel showing full employee information and the onboarding checklist tab.

Creating an Employee

Click Add Employee to open the Create Employee dialog.

Fields

Field	Required	Type	Description	Default	Validation
First Name	Yes	Text	Employee’s first name	—	Required
Last Name	Yes	Text	Employee’s last name	—	Required
Work Email	Yes	Email	Corporate email address	—	Valid email; must be unique
Phone	No	Text	Contact phone number	—	—
Employee Number	No	Text	Unique identifier (e.g., EMP-001)	Auto-generated if blank	—
Department	Yes	Entity select	Assigned department	—	Required
Position	Yes	Entity select	Assigned position	—	Required
Manager	No	Entity select	Direct manager (another employee)	—	—
Hire Date	Yes	Date	Date employment started	—	Required
Employment Type	No	Select	Full-Time, Part-Time, Contractor, or Intern	—	—
Status	Yes	Select	Current employment status	—	Required
Termination Reason	No	Text	Reason for termination (Terminated status only)	—	—
Roles	No	Multi-select	Functional roles for this employee	—	—
Portal User	No	Entity select	Link to an existing portal user account	—	—

Steps:

1. Click Add Employee in the page header.
2. Enter the employee’s name, work email, department, and position.
3. Set the hire date and status.
4. Optionally assign a manager, portal user link, and employment type.
5. Click Create.

After creation the list refreshes and the new employee appears. If the employee’s status is set to Onboarding, the system checks for a default onboarding template and can automatically assign the checklist.

Hiring from an Application

Click Hire from Application to promote an accepted application directly to an employee record. This is an alternative to manual creation.

Field	Required	Type	Description
Application	Yes	Entity select	An accepted (Offer stage) application
Start Date	Yes	Date	Employee’s start date
Position	No	Entity select	Override the position from the application
Department	No	Entity select	Override the department
Manager	No	Entity select	Direct manager
Employment Type	No	Select	Employment type
Salary	No	Number	Starting salary

After the hire is submitted, the application stage advances to Hired and a new employee record is created with the fields populated from the application.

Employee Detail Panel

Clicking a name in the list opens the Employee Detail side panel. It has two tabs:

Info tab

Section	Fields shown
Contact Information	Work email, phone
Organization	Department, position, manager
Role	Employment type, assigned roles
Dates	Hire date, termination date (if applicable)
Compensation	Salary if set
Status	Current status badge and termination reason

Onboarding tab

Shows the onboarding checklist progress for employees with Onboarding status. See Onboarding Employee for full details.

Deleting an Employee

1. Open row actions on the employee row and select Delete.
2. Confirm in the dialog — the action cannot be undone.

Note: Deleting permanently removes the record. Set the status to Terminated to preserve historical data instead.

Common tasks

1. Open HR → Organization → Employees from the sidebar.
2. Use the search box or status/type filters to locate the employee.
3. Click the employee name to open the detail panel, or use row actions to edit or delete.

Related Pages

• Departments — Manage organizational departments
• Positions — Manage job positions
• Onboarding Employee — Per-employee onboarding checklist detail
• Applications — Job applications that can be converted to employee records