01 Org Chart
Keep departments and reporting relationships visible on employee records. Follow the manager chain and understand where a person belongs in the organization.
- Reporting relationships
- Keep the employee’s reporting manager on the same record as their role and department.
- An embedded organization view
- Review the manager chip and reporting chain inside the employee notebook.
- Connected to the directory
- Follow the organization through the same employee profiles your team already maintains.
02 Departments
Organize employees into departments and assign managers. Add department fields in Studio and keep your structure close to the people it describes.
- Department records
- Create the organizational groups that reflect how your team works.
- Manager context
- Assign managers so the department’s leadership is part of its record.
- Part of Employees
- Open Departments through the Employees workspace, alongside the directory and other people information.
03 Timesheets
Record working time week by week against the employee and permitted tasks. Give people their own week and managers the oversight their role allows.
- A week you can read
- Enter and review time through a weekly view attached to an employee profile.
- Tasks in context
- The people and tasks available in the view follow the same record access rules as the Employees and Tasks areas.
- Your workspace’s time rules
- Use the configured display, rounding and time limits from workspace timesheet settings.
04 Employee Equipment
Track HR equipment assigned to employees, see active assignments across the workspace, and keep issue and return details attached to the person.
- Assignments by employee
- Review active equipment assignments grouped around the employees responsible for them.
- Issue and return history
- Keep assignment and return information in the employee equipment record.
- A manager’s workspace view
- Give authorized managers an overview of outstanding equipment across the team.
05 Learning
Maintain a course catalog, enroll teammates, and record completions within Employees. Keep development connected to the people doing the work.
- A shared course catalog
- Create and maintain courses in the workspace learning library.
- Enrollment by person
- Connect course participation to your employee records.
- Completions you can follow
- Record course completion and review progress without losing the employee context.
06 Performance
Bring employee analytics, reviews, goals, and OKR cycles into the performance view inside Employees.
- Employee performance context
- Review employee analytics and the recorded performance information for your selected period.
- Reviews and goals
- Keep finalized reviews and assigned goals connected to the person behind them.
- A view for the right role
- Managers review team information while employees’ access remains limited to the performance information available to them.
07 Recognition Badges
Create recognition badges, award them to employees, and see the people behind each achievement. Keep monthly and lifetime recognition visible.
- A recognition vocabulary
- Create badges with their own name, image and description.
- People behind the award
- Review recipients and their recognition history from the badge card.
- Recognition over time
- See monthly and lifetime award counts together.
08 Certifications
Keep employee certifications organized by category and review upcoming expirations across the workspace.
- Credentials by category
- Organize certifications into a workspace view grouped by category.
- An expiry report
- Review certification expiry information alongside the credential records.
- The employee behind the credential
- Keep qualifications attached to the same person’s HR record.
09 Employee Benefits
Review employee benefit coverage and monthly employer and employee contributions alongside the contracts and payroll records they belong to.
- Coverage by employee
- See enrolled benefits and employees with no recorded benefit coverage.
- Both contributions in view
- Review employer and employee monthly contribution amounts.
- Contract and payroll context
- Maintain benefit information through the payroll contract workflow.
10 Recruiting
Post positions, follow applicants through interviews, and issue offers inside your employee workspace. Applicant fields can be customized in Studio.
- Open positions
- Organize the roles your team is hiring for and their job posting information.
- Applicant pipeline
- Follow candidates through the hiring process with applicant records and interviews.
- Offers with context
- Keep offer records alongside the applicant and position they belong to.
11 Referrals
Give employee candidate referrals a record, a points balance, and a rewards experience connected to Recruiting.
- Employee recommendations
- Connect employee referrals to the recruiting process and the candidates they recommend.
- Referral points
- Keep the points earned through the referral program visible to the employee.
- Rewards to redeem
- Employees can use the rewards shop, while authorized managers administer the program’s rewards and reports.
12 Onboarding & Handbooks
Publish company policies and employee handbooks in the Onboarding area. Keep the document and employee acknowledgment connected.
- A handbook library
- Organize published company policies in the employee onboarding workspace.
- Employee acknowledgments
- Follow acknowledgment records attached to the published guidance.
- One place to maintain the guidance
- Give authorized managers a consistent library for policies employees need to understand.
13 Employee Separation
Record an employee’s departure reason and date, coordinate the optional offboarding plan, and manage the move into the former employee directory.
- A recorded departure
- Archive the employee with a departure reason, termination date and optional offboarding plan.
- Access with a deliberate end
- Manage retained access for former employees through the supported leaver access controls.
- History that remains useful
- Review former employees and support a later rehire without treating the person as a new, unrelated identity.