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The employee details page is where you review, update, and take action on a single employee. Open it whenever a record needs verification or changes.
Always review details before making changes—updates affect HR records immediately.

Open employee details

1

Open People Directory

Go to Employees → People Directory.
2

Select an employee

Click any employee to open their details page.
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When to use this page

Use this page when you need to:
  • Review employee details
  • Update employee information
  • Access employee documents
  • Disable an employee record

Top summary (quick view)

The top of the page shows key identity fields:
  • Name
  • Work email
  • Phone number
  • Department
It also provides quick actions:
  • Edit details
  • View offer & documents
  • Disable employee
Use this area for quick identification and immediate actions without scrolling.

Where to find information

Use this table to locate the right section quickly:
SectionWhat you’ll find
Personal detailsPersonal information
Professional detailsJob and role details
Background and qualificationsEducation, work experience, skills
Documents and recordsLegal documents (under More)

Key actions

Edit details

Update confirmed employee information. Changes apply immediately.

View offer & documents

Access offer letters and uploaded documents for verification and record checks.

Disable employee

Mark an employee inactive while retaining records for audit and history.

Edit details

Use when employee information needs updating.
1

Click Edit

Open the employee record in edit mode.
2

Update fields

Change only information that’s confirmed and accurate.
3

Save

Save to apply updates immediately to HR records and reports.
Changes directly affect employee records. Incorrect updates can break HR data and reporting—always verify before saving.

View offer & documents

Use when you need to access employee-related documents:
  • Offer letters
  • Uploaded documents

Disable employee

Use when the employee should no longer be active.
  • Employee is marked as inactive
  • Removed from the active employee view
  • Employee data is retained for records
Disabling is not the same as deleting. Records remain accessible for audit, but the employee won’t appear in active views or workflows.
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Manage employees

Search, filter, and act on employees from the directory.

Add an employee

Create a new employee record.
Last modified on June 19, 2026