Employees

The employee record is where most of your daily work ends up. Everything assigned to a person sits there, so you can book something new, move it, request it back or produce a handover document without leaving the profile.

In most portals employees are not created by hand. They arrive through HR Sync, together with their location, department and supervisor, and stay aligned with your HR or identity system.

The status is what makes the process visible to everyone else. Someone can start in Onboarding rather than Active, for example when equipment should wait until their security setup is done, and later move to Offboarding when they leave. That status is also what you filter on when you need a working list.

The chapters below cover adding someone manually and deciding what they get to see.

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EmployeesManaging Employee Status in equipme

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Start here: Add an employee.