Find employees and HR tabs
Open Employees from module navigation. The directory searches employee numbers, not Party display names. Details show Party-owned display name alongside the employee number.
Screen map
| Screen | Application route | Purpose |
|---|---|---|
| Employee directory | /employees | Employee-number search and status filter |
| New employee | /employees/new | Create DRAFT master from an existing PERSON Party |
| Employee detail | /employees/:id | Overview, master/status actions and authorised HR tabs |
| Employees unavailable | /employees/unavailable | Access/dependency guidance |
| Employee configurations | /settings/tenant-modules/EMPLOYEE | Tenant module/feature configuration under separate authority |
These are application paths, not documentation links. Use real records from the current tenant; :id is a placeholder. Tabs are inside detail, not separate public routes for each HR area.
Find an existing employee
- Open Employees and enter a distinctive part of the employee number, for example
BHS-001. - Select a status or All statuses.
- Wait for the filtered request; search updates after a short delay and filter changes reset pagination.
- Inspect Employee number, Name, Status, Original hire date and Work email.
- Use Previous/Next for further pages of 20.
- Open the employee-number link and confirm the person before editing.
Detail and record controls
Overview shows the employee master and, with employment-view authority, status history. Edit master, Change status and Reload employee are distinct actions.
The nine record tabs are Employment, Assignments, Compensation, Emergency contacts, Dependants, Work authorisations, Qualifications, Documents and Benefits. Hidden tabs do not load records. Each visible tab has Reload records, pagination, record IDs, and add/edit actions where permitted.
Edit / close record #… opens a full record editor; it is not a one-click delete or automatic termination workflow. Closed / ended / inactive is a display marker triggered by an end date or state. A future end date can already display that marker; inspect the actual dates before deciding the record is inactive today.
Recovery
Use Retry after a failed directory request. An empty filtered list is different from a failure or denied scope. If searching Amira by name returns nothing, use her employee number. If a new draft is invisible, see First employment before creating another master.