Overview#
The HR Admin console is the central place for HR Administrators to manage the full employee lifecycle, run bulk operations, and review organization-wide data.
Purpose#
Give HR Administrators a map of where each HR-admin task lives, especially bulk operations, onboarding/offboarding, and read-only rollups of other modules.
Prerequisites#
- An HR Administrator account.
Step-by-Step Instructions#
Employee lifecycle operations#
- Go to Employees for the full employee list, with transfer, change-manager, promote, change-department, status, archive, and restore actions.
- Use Bulk Operations for import, export, bulk update, bulk archive, and bulk notify across many employees at once.
- Go to Org for an organization-wide overview.
Onboarding#
- Start onboarding for a new hire from the Onboarding area.
- Track onboarding progress, and issue equipment as part of the onboarding flow (this ties into Asset Management IT-kit issuance).
Offboarding#
- Initiate offboarding for a departing employee from the Offboarding area.
- Review the offboarding timeline and any related documents.
Read-only rollups and governance#
- Use the read-only views into Attendance, Leave, Payroll, and Compensation for organization-wide visibility (the Payroll view here is read-only — see the note below).
- Use Documents, Compliance, Audit, and Reports for governance and oversight.
- Use the Workflows approval inbox for HR-level approvals, and Notifications to manage HR-wide notices.
Screens Involved#
Expected Results#
HR Administrators can run the full employee lifecycle end to end and get organization-wide visibility without switching to individual employee records one at a time.
Not Available in This Release#
- The HR Admin Payroll view is read-only in this release — it lists periods and runs but does not let you create, preview, submit, approve, finalize, or lock a payroll run from this screen. See Payroll for where that actually happens today (the API supports it; the web UI for executing a run does not yet).
Common Mistakes#
- Trying to run payroll from the HR Admin Payroll screen and finding no action buttons — this view is read-only by design in this release.
- Using bulk-archive without first exporting the affected employee list for your own records.
- Skipping the onboarding equipment-issuance step and having IT chase down asset assignment separately.
Troubleshooting#
A bulk import failed partway through.#
Check the bulk-operations result/export for row-level errors. Fix the source data and re-run the import for the failed rows rather than the entire file, to avoid duplicating already-imported records.
I need to run payroll but the screen has no action buttons.#
This is expected in the current release — the HR Admin Payroll screen is read-only. Payroll runs are executed through the API today; talk to your implementation team about how payroll is actually being run for your tenant.
Related Pages#
FAQ#
Can I run payroll from HR Admin?
Not in this release — the HR Admin Payroll page is a read-only, two-tab view of periods and runs. See Payroll for details on this gap.
Where do I see a tamper-evident audit trail?
The Audit area in HR Admin surfaces the system’s audit log, which uses a rolling hash chain to detect tampering. See Security for how the chain is verified.
How do I equip a new hire with a laptop during onboarding?
Onboarding supports equipment issuance, which draws from the IT Kit templates in Asset Management.
Best Practices#
- Use bulk operations for anything touching more than a handful of employees — it is faster and leaves a clearer audit trail than one-by-one edits.
- Review the Compliance and Audit areas on a regular cadence, not just during an actual audit.