Employee lifecycle

The Workforce page keeps the employee lifecycle around one canonical employee record. Most administration is available as tabs under /employees, with detail routes for deeper records.

#Departments and organization

Use the Departments tab under Employees, or /departments for a direct route, when the Departments module is installed. Assign managers and employees consistently so the org chart and reporting structure remain useful.

Department records support Recently deleted at /departments/trash. Restoring a department does not automatically repair employees that were manually reassigned elsewhere.

#Onboarding and offboarding

The Onboarding tab links to /employees/onboarding and individual plan routes. Build a plan, assign activities, launch it for an employee, and monitor completion. Offboarding plans use /employees/onboarding/offboarding/[planId].

Use offboarding for returned equipment, knowledge transfer, access removal, and other repeatable activities before marking the employee Former.

#Equipment

The Equipment tab and /employees/equipment manage assignments. Record the asset, assignee, issue date, and expected return. Close or return an open assignment before assigning the same unique item to another person.

#Learning and certifications

Use /employees/learning for course catalog and enrollments. Open a course at /employees/learning/[courseId]. Use /employees/certifications for certification records and expiry review.

Upload supporting employee documents only where the viewer has the required workforce administration access.

#Benefits and retention

Benefits appear when Payroll is installed. Retention at /employees/retention provides authorized workforce analysis. These views can expose sensitive employment information and should stay limited to the intended administrators.

#Suspend, terminate, and delete

Suspending a user blocks access without deleting the employee record. Termination moves the employee to Former employees while retaining history. Trash is for an erroneous or removed record. Permanent deletion is a SUPER_ADMIN action and may be rejected when retention or related data requires preservation.

#Common problems