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Human Resources

Know your people.
Keep them connected.

Directory, org chart, departments, performance, timesheets, recognition, equipment, onboarding, learning, benefits and separation. Add custom employee fields in Studio and keep the working relationship around one employee record.

One person. One connected record.

Directory

  • AM Alex MorganOperations director
  • MK Mariam KhanOperations manager
  • OR Omar ReedAccount manager
  • PS Priya ShahFinance analyst
  • LC Leah ChenProject coordinator
  • NE Noah EllisSales associate

Showing 6 of 6

Mariam Khan

Operations manager

Active

Reporting line

  • Alex MorganOperations director
  • Mariam KhanOperations manager
  • Omar ReedAccount manager
  • Leah ChenProject coordinator

Employee information

Department
Operations
Reports to
Alex Morgan
Timezone
America/New_York
Compensation
HR only
Illustrative sample records. Not a live workspace.

Thirteen areas, one record.

Follow one person along three lines of work. Pick a stop to jump to its details further down this page.

  1. The whole employee workspace

    Move from the directory and reporting relationships to timesheets, equipment, learning and company handbooks without recreating the person.

  2. Growth and compensation

    Connect performance, appraisals, benefits and payroll to the same employment record.

  3. From joining to leaving

    Maintain the person’s history through policy acknowledgments, daily work, departure and supported rehire workflows.

From the record to the pay period.

  1. 01

    Keep the record current

    Maintain the employee details and contract information your operations depend on.

  2. 02

    Connect the working day

    Follow attendance, approved time off, and performance activity for the same employee.

  3. 03

    Carry context into payroll

    Use the stored contracts and compensation as inputs to the pay period.

The directory, at a glance.

Employee directory

Keep the person’s role, employment status, department, manager and account context in one searchable directory.

Employees

5

Currently active

People managers

3

Active reporting lines

Departments

3

Represented in the directory

Needs attention

1

Review employee status

Full nameJob titleDepartmentReports toStatus
AMAlex Morgan Operations director Operations None Active
MKMariam Khan Operations manager Operations Alex Morgan Active
OROmar Reed Account manager Sales Mariam Khan Active
PSPriya Shah Finance analyst Finance Alex Morgan Active
LCLeah Chen Project coordinator Operations Mariam Khan Active
NENoah Ellis Sales associate Sales Omar Reed Inactive

Showing 6 of 6

Make the record yours.

One employee record, drawn for two readers. The numbers tie the picture to the four examples below it.

  1. A "Licence expiry" field

    A transport business records driver licence dates and filters for the ones due soon.

  2. Sensitive fields stay private

    Custom roles and field security keep pay and personal details to HR only.

  3. Your own sections

    Group fields into "Uniform and equipment" or "Safety training" on the employee record.

  4. Hiring workflow

    When an applicant moves to Hired, a workflow creates the onboarding tasks.

Controls around employees

  • Fields and layout in Studio

    Add employee fields such as licence number or emergency contact, group them in your own sections, and show only what each manager needs.

  • Workflows and automations

    Start a workflow when a candidate is added, a time off request arrives or a decision is made. Connect it to your email, chat and the apps you already use.

  • Roles and permissions

    Decide who can see, create and change employees, down to records and fields, with custom roles.

    Every paid plan See Users and Roles
  • Agaro Agent

    Ask about your employees in plain language. The Agent asks before it changes a record, and it works within your permissions.

  • Your own custom modules

    When employees needs a neighbour Agaro does not ship, build a module with your own fields, workflows and records in Studio.

    Scale and up See custom modules
  • App Builder

    Build a website, document, slides or internal app next to your employees, described in plain words.

    Every paid plan See App Builder
  • Open API and MCP

    Connect your own systems, or let Claude and other AI clients work inside Agaro with the same permissions.

    Scale and up

Free covers one CRM user. Studio custom modules, AI agents, API and MCP, single sign on and multi company are on Scale and up. See plans and pricing. Agaro ERP is in Preview / Pilot, so you shape it directly with the product team.

Read more: Payroll, attendance and time off in one system: what small teams need

Inside Employees.

Every stop on the map, in the same order and with the same number.

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.