Employees & Directory

The Employees module is your central directory for everyone in the organization. Add new hires, browse profiles, and keep employee information up to date throughout their time with the company.

Employee List

Go to Employees → List Employees to see everyone in your organization. You can search by name, filter by department or status, and switch between card and table views.

Adding a New Employee

1. Click Employees → Add Employee.
2. Fill in personal details — name, email, phone, date of birth, and address.
3. Add work information — department, job position, reporting manager, shift, and joining date.
4. Set up their login account and assign a role (Admin or Employee, or a custom role).
5. Save to create the employee record.

When your company uses company login (Team Management), new employees are also added to the organization team automatically. Their password and two-factor authentication stay the same for both Employee login and the company Login page.

You can also import employees in bulk using the import feature on the employee list page. Employment agreement wording is edited under Employees → Contract Templates (create and edit are separate pages). Each template is made of sections you can add, delete, or rewrite. Company starter clauses, including Ethics, are on the Default sections tab.

Employee Profile

Click any employee to open their full profile. The profile brings together everything about that person:

• Personal information — contact details, emergency contacts, and identification.
• Work information — department, position, manager, shift, and work type.
• Documents — upload and store contracts, ID proofs, certificates, and other files.
• Contracts — payroll salary records under Finance → Contract.
• Employment agreement — Sign pending or Signed status, plus the signed PDF after the employee completes their profile.
• Attendance & Leave — see their attendance history and leave balances.
• Assets — company equipment assigned to them.
• Finance — payslips, loans, provident fund, and tax records.
• Performance — goals, reviews, and feedback history.
• Skills & Tags — skills, certifications, and custom tags.

Editing Employee Records

HR can edit any employee directly. Employees can also submit change requests from their profile when they need to update personal information — these appear on the dashboard for HR to review and approve.

Bank & Salary Details

Administrators can manage employee bank account details under Employees → Salary Details. This information is used when processing payroll payments.

Employee Self-Service

Every employee with a login can open My Profile from the sidebar or top menu. That page is always the NaviHR employee profile — personal details, documents, and HR fields stay here for everyone, including team members who also have a company login.

Password, email, and two-factor authentication for company-login (Team) users are managed on the IDP account page. From My Profile, use the IDP account links for those identity fields; from the sidebar, Manage 2FA opens the same IDP security page.