Overview
Add team members from HRMS → Employees → Add Employee.
Highlights
- Fill in personal details, role, department, start date, employment type, and hourly rate or salary (used in project cost calculations).
- An invite email is sent automatically.
- For leave management, employees submit requests from HRMS → Leave → New Request (select leave type, start/end dates, reason); managers review and approve or decline from HRMS → Leave → Pending Approvals.
- Attendance is logged automatically when employees start/stop work timers; admins can manually override via HRMS → Attendance.
- For contractors with client-specific billing rates, open the contractor’s profile and click the Rate Cards tab to add rates for specific clients.
- Time entries for that contractor on those projects automatically use the rate card rate.
Documents
Store employment paperwork — resumes, offer letters, NDAs, contracts, certificates, and other files — against each person’s profile from HRMS → Employees → open a profile → Documents tab.
- Admins and HR can upload, download, and delete documents on any employee or contractor profile; team members see the same controls on their own profile.
- Pick a category from the dropdown before uploading — files are grouped by category on the tab.
- Each file is capped at 25 MB; select multiple files at once to upload them in a batch.
- Files are private. They are stored in a private bucket and served via short-lived signed download URLs, so links cannot be shared outside the app.
- Only admins, HR, and the employee themselves can see the tab; managers and other teammates cannot.