Employee Management
One record per employee, from the day they're hired to the day they leave — with a self-service portal that answers the questions HR used to field one phone call at a time.
A Single Record, Not a Filing Cabinet
Personal information, employment history, licenses, and safety certifications live in one place instead of three binders and a shared drive. Set custom fields for the credentials that matter to your industry — CDLs, OSHA training, pole-climbing certifications, telecom line-of-business licenses — and get flagged automatically before one expires.
- folder_managedCentralized personnel files with document storage attached to each record
- verifiedCertification and license tracking with automatic expiration alerts
- historyFull audit trail on every change — who edited what, and when
Marisol Ortega
Fiber Splicing Technician II · Since 2021
OSHA 30
Valid to 03/2027
CDL Class A
Valid to 11/2026
Recent Activity
Address updated by employee via self-service · 2 days ago
Employee Self-Service Portal
PTO Balance
42.5 hrs
Benefits
Active
Last Pay
$1,842
Fewer Calls to HR, More Answers on Their Own
Employees check their own PTO balance, submit time-off requests, review benefits elections, and pull up pay history without waiting on someone in the office. It's available from a phone, which matters when half your workforce is on a job site instead of behind a desk.
- event_availablePTO requests, balances, and approval status in real time
- health_and_safetyBenefits elections, plan documents, and dependent info on demand
- receipt_longDigital pay stubs and full pay history, no calls to payroll required
Onboarding That Doesn't Start With a Stack of Paper
New hires complete paperwork, e-sign policies, and submit documentation online before their first day. HR gets a checklist that tracks every step, so nothing gets missed when you're hiring five technicians at once for a new build.
Digital Paperwork & E-Signatures
New hire packets, tax forms, and policy acknowledgments completed online before day one.
Task Checklists That Don't Drop
Assign onboarding steps to HR, IT, and supervisors, and see exactly what's outstanding for each new hire.
Connected to the Rest of the Suite
A completed onboarding record feeds straight into scheduling, inventory assignment, and payroll setup.
Stop maintaining employee data in three places at once.
See how Employee Management connects records, self-service, and onboarding into one workflow for your team.