Employees overview
The Employees section is where administrators and coordinators manage employee records and the work events tied to those employees. Depending on your privileges, you can add employees, review pending employees, find and update employee details, and track events, tasks, forms, and documents.
Employee records support multiple use cases. For example, an employee who will complete tasks (a manager, coordinator, or assignee) may require team membership and assignment categories, while an employee who is only completing their own onboarding tasks may not.
What you can do here
| Feature | Description |
|---|---|
| Add employees | Create employee records manually or via import, and optionally launch events that generate tasks. |
| Find employees | Search for employees using quick search or advanced criteria. Open the employee profile to view and manage details. |
| Import Employees | Create and update employee records in bulk using file imports. |
| Pending Employees | Review, claim, assign, and approve imported employees before they become active users. |
| Employee Profile | View and manage an employee's profile tabs: Profile, Events, I-9, Forms, Documents, and Conversations. |
| Edit Employees in Bulk | Use the XML edit page to update multiple employee records at once. |
| Retire & unretire employees | Manage employee lifecycle status — retire inactive employees or reactivate them. |
| Purge Employees | Permanently remove employee data to support privacy and compliance requirements. |
Key info
- Access to employee data and actions is controlled by your team privileges and (if configured) data segmentation.
- If you don't see an option described in this Help Center, your organization may have it disabled or restricted.