Employee management

A work record that follows each employee from onboarding onward

Add employees manually or send an intake link to collect initial information and approve it before onboarding. In the record, you can keep personal and compensation details, assign a supervisor, and manage multiple rates when a role requires them.

The same workspace connects withholding settings, balances, and termination. The view protects sensitive data: it shows only the last four Social Security digits and requires a password and justification to reveal the full number, recording the access in the audit log.

Employees can also review balances, request time off, submit reimbursement receipts, and review or sign workplace documents from their own views.

What it solves

Flexible onboarding

Manual entry or invitation-based intake with approval.

Organized compensation

Supervisor, pay details, and multiple rates in one record.

Useful self-service

Balances, requests, reimbursements, and documents for employees.

Logged sensitive access

Reauthentication and justification before revealing a full SSN.

Step by step

Real application · Demo data · Spanish and English captions
  1. 1

    Collect information

    Create the record or invite the employee to complete intake.

  2. 2

    Review and configure

    Approve details and assign supervisor, compensation, and withholding.

  3. 3

    Maintain the record

    Manage requests, documents, balances, and later changes.