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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