Employees
Create and manage employee records with org chart, skills, and custom fields.
Employee records are the core entity in the People module. Each employee has a profile, reporting structure, skills, contract type, and status. Records can exist independently of a Workestra login — useful for contractors or employees who don't need direct system access.
Creating an Employee
Go to People > Directory > New Employee.
Required fields: full name, department, start date.
Optional: role, manager (builds org chart), personal email, phone, employment type (full-time / part-time / contractor), contract end date.
Creating a new employee record in People > Directory.
Employee Properties
| Field | Description |
|---|---|
| Name | Full name |
| Employee ID | Auto-generated or custom |
| Department | Links to a department record |
| Role / Title | Free-text job title |
| Manager | Another employee record (builds reporting hierarchy) |
| Start Date | Employment start date |
| End Date | For contractors or fixed-term employees |
| Employment Type | Full-time, part-time, or contractor |
| Status | Active / On Leave / Terminated |
| Skills | Skill tags from the global taxonomy |
| Working Pattern | Hours per day and week (used by Planning for capacity) |
| Workestra User | Link to workspace user account (optional) |
Employee Detail Page
Each employee record is organized into sections:
- Profile header — Photo, name, role, department, and current status
- Personal info — Contact details, personal email, phone
- Employment info — Contract type, start/end dates, employee ID
- Skills & competencies — Skill tags with proficiency levels
- Manager and direct reports — Reporting chain in both directions
- Linked contracts — Employment contracts from the Contracts module
- Assigned assets — Equipment and assets from the Assets module
- Time-off balance summary — Current balances per leave type
- Recent 1:1s — Last few structured meeting notes
- Performance reviews — Review history and upcoming cycles
The employee detail page consolidates HR, assets, contracts, and time data in one view.
Skills
Assign skills from the global taxonomy on the Skills & competencies section of the employee record. Skills appear in Planning for resource matching — when a project needs a "Senior Developer", Planning can filter by that skill to find available people.
To bulk-assign skills, include a skills column in your CSV import (comma-separated skill names).
Org Chart
The org chart is auto-generated from manager relationships. Go to People > Org Chart to see the full hierarchy. Click any node to open the employee record.
Employees without a manager appear at the top of the chart as root nodes. Cycles (A reports to B, B reports to A) are detected and flagged with a warning.
The org chart is built automatically from manager assignments on each employee record.
Off-boarding
When setting an employee's Status to Terminated, a checklist appears covering:
- Return of assigned assets (Assets module surfaces all items)
- Access revocation reminder for connected integrations
- Contract archiving prompt (Contracts module)
The off-boarding checklist is triggered on save and does not block the status change.
Bulk Import
Go to People > Import. Upload a CSV with the following columns:
| Column | Required | Notes |
|---|---|---|
name | Yes | Full name |
email | Yes | Work email |
department | Yes | Must match an existing department name |
role | No | Free-text job title |
manager_email | No | Must match an existing employee's email |
start_date | No | ISO 8601 format (YYYY-MM-DD) |
employment_type | No | full-time, part-time, or contractor |
Download the template from the Import page for the exact format and an example row.
Linking employees to Workestra user accounts enables their time entries, goals, and tasks to appear on their employee record automatically.