PULSE Academy / HR and People Management
Set up your people directory the right way.
Beginner · 6 minutes · Article
In People → Employees, add each person with their job title, department, location, start date and manager. The manager line matters: it decides who approves leave and which reports a manager sees.
Create departments and locations first so employees can be grouped. Changes to an employee's role, manager or department are kept in their history. Only people with HR access see HR records; managers see what relates to their reporting line.
Try it: create a department, then add an employee to it with a manager.