People & HR

The employee file everything else points at

Records, contracts and renewals, departments, the org chart, leave requests and yearly balances — the master list that projects, scheduling, assets and approvals all read from.

The employee list: employee ID, full name, department, job title and phone for each person, with Add employee, Import employees and an App not installed view

One record per person

Contact details, emergency contact, contracts and appendices, position and team history, and an activity log.

Contracts with dates

Working queues for expiring soon, overdue, expired and missing signed copies.

Leave that adds up

Granted, carried forward, adjusted, used and remaining — each one a visible column.

Structure that routes

Departments carry the manager approvals are sent to; the org chart documents the reporting lines.

Onboarding without a checklist in somebody's head

Create the record, invite the person, put them in a department, schedule their first tasks, hand over the equipment. Every one of those is a page in the same workspace, and each leaves the trail the next audit will ask for.

  • Import an existing spreadsheet; rows are matched by email, so people already in the workspace aren't duplicated
  • Invitations by e-mail or a shared link; each person who joins uses one seat
  • Deactivating a leaver keeps their history and frees the seat
The employee list: employee ID, full name, department, job title and phone for each person, with Add employee, Import employees and an App not installed view

Leave that agrees with the timesheet

Requests route through the approval chain of their template, usually to the direct manager. Approved days appear on the monthly timesheet under their code and stop the person being counted absent — which is why approving promptly matters more than it looks.

  • Accrual policy, bulk grants and per-person adjustments with a reason recorded
  • Public holiday calendar per year
  • Balances are arithmetic you can show the employee: granted + carried + adjusted − used
The leave register: employee, leave type, from and to dates, number of days, status and reason, with approve and reject on pending requests
Getting started

How teams set this up

  1. Add your people, one by one or by import.
  2. Create departments and name their managers.
  3. Record contracts; the Expiring soon and Overdue views flag renewals.
  4. Set the leave accrual policy and let requests flow through approvals.
Questions

Frequently asked

Is an employee record the same as a user account?

Adding an employee creates their HR record and their sign-in in one step. An invitation lets them choose their own password instead.

Can managers see only their own team?

Yes — permissions are per role, and some pages are additionally scoped to the viewer's team.

Can we delete somebody who left?

Deactivate them instead. Deleting would orphan check-in, timesheet and approval history that you may need.

Get your whole team on one system this week

SiteConnect Base is free for your first 3 users — no card, no sales call, no migration project.

Free forever for 3 users · then $3 per user a month · no credit card