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Employees overview

Goal

Understand how Employees fit People & HR: each employee is a party with the employee role, linked optionally to org structure, pay, time, and a tenant user.

Who it is for

HR clerk (hr.view / hr.manage), people manager, tenant admin (hr.admin for setup).

How employees fit the cycle

  1. Configure HR records setup (numbering, employment types, document types) if you are admin.
  2. Create an employee (draft identity + org + optional payroll profile / schedule / starting compensation).
  3. Maintain the 360° employee detail tabs when modules are on: employment & pay, time & leave, pay & benefits, records.
  4. Run day-to-day leave / attendance / remote work / payroll against active employees.
  5. Terminate (blocks new billable time) or Archive (soft-delete; archived rows return 404).

Open the screen

HR & Time → Employees (module hr_records; view hr.view; create/edit hr.manage).

Result

You know when to create a people record versus only a customer/supplier party, and which follow-on HR modules apply.

BlueMatrix Help — product documentation for tenants