Employees & HR

Track onboarding, goals and HR requests

Organize employee lifecycle work in the People workspace.

How to do it

Open People → Growth & HR and create a typed record for a selected employee, such as an onboarding task, goal, training, asset or expense.
Set a title, details, status, due date and amount when relevant.
Employees can see assigned items in their portal and send a private HR question from HR help.

Records remain linked to the employee; sensitive compensation and payroll records require separate HR permission.

These records track work and review state. Payroll is managed separately; HR tasks do not file taxes, issue payments or sign documents.

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