Employee records

A name and a joining date. Everything else can be filled in later, by you or by the employee from their own portal.

This is deliberate: onboarding a new joiner on their first morning should not be blocked because their PAN has not arrived yet.

Settings → Employee fields lets you add fields specific to your organisation — a union membership number, a shift preference, a site pass expiry. They appear on the profile, in the import template, and in reports.

Collect what you have a reason to hold. A custom field is easy to add and easy to forget, and unused personal data is a liability rather than an asset.

Visibility follows roles. An employee sees their own record. A manager sees their team. HR sees everyone. Salary information is a separate permission from the rest of the profile, so a manager can approve leave without seeing pay.