How to view a company’s personnel overview


To access a complete overview of all employees within a company, go to the Personnel tab under the company profile. This section presents a customizable grid, allowing users to display and analyze detailed employee information as needed. 

The following fields can be displayed and configured in the grid: 

  • Full Name – The employee’s full legal name. 
  • Age – The current age of the employee, calculated from their date of birth. 
  • Allocation – This Month – The percentage of the employee's time allocated to projects for the current month. 
  • Allocation – Next Month – The expected allocation for the following month. 
  • Assigned Assets – A list of devices, equipment, or tools assigned to the employee. 
  • Checklists – Includes onboarding, offboarding, or task checklists assigned to the employee. 
  • Date Hired – The official employment start date. 
  • Department – The department the employee is currently part of. 
  • Gender – Indicates whether the employee is Male or Female. 
  • Job Position – The current job title or role assigned to the employee. 
  • Misc – Contains social media links provided by the employee, such as LinkedIn. 
  • Assigned Office – The office location where the employee is based or seated. 
  • Security Level – The level of system access or permissions granted to the employee. 
  • Termination Reason – If applicable, notes the reason for the employee’s departure. 
  • Time Tracking – Displays recorded time entries submitted by the employee. 
  • Time Worked – Shows the total hours the employee has worked during a selected period. 

For more information on customizing the grid, filtering data, or saving views, refer to the Grid Customization Guide

This view helps the CEO, HR personnel or managers, efficiently monitor employee data within the organization.

organization module companies

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