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Employee Records: Employee records and their managers

For HR administrators and managers: find an employee, see who manages them, and check their history, according to each person’s access rights.

Employee Records

The right record, the right contacts.

Illustration: a search filtered by site, an employee’s record with her managers and her review history.

Find the context before preparing the next conversation.

Try it yourself

Everyone sees according to their profile

Choose who you are, then search for an employee or filter by site: the list follows your rights. Click a person to see their reporting lines.

Employees screen · 7 records in the example

Who sees which records?

Visible records—

1You are
2Search and filters

First choose who you are: the records shown depend on your profile.

See this case with your organization

Employee Records day to day

What the record brings together

Search and filters

Find employees within your authorized scope.

Org chart

Identify the managers for workflows and approvals.

Follow-up history

View the reviews and enabled sections of the record.

Before you start

Getting started with Employee Records

The rollout

  1. Designate the source of truth

    Identify where employees and reporting lines are maintained.

  2. Prepare the import

    Check columns, identifiers and errors with our team.

  3. Organize updates

    Plan for arrivals, manager changes, departures and data retention.

  1. A directory that works for HR and managers

    In the Employees screen, you search and filter records. What each person sees depends on their profile: an HR administrator and a manager do not have the same visibility.

    Importing your employees (Excel or CSV) is done with the Upikajob team.

  2. Keep reporting lines current as people move

    Keep reporting lines up to date: among other things, they determine what each manager sees and who receives reviews and approvals.

    Archiving an employee affects their workflows and access but keeps a history: it is not a deletion.

  3. The sections you enable

    During scoping, we define with you the access rights and who keeps each section up to date.

    • Employees and professional information.
    • Org chart and supervisor types.
    • Reviews, objectives, skills and training, depending on the modules enabled.
    • Administrative Tracking and Bilan Social report, if in scope.

In the demo

Prepare your demo

The demo starts from your organization and a fictitious use case: no employee records are needed.

What we review

  • A structured directory
  • Identified reporting lines
  • Access to history based on access rights
Book a demo
Upikat AI A question to prepare for your demo: “Who updates reporting lines when a manager changes or someone leaves?” Message written by the Upikajob team. Upikat is the AI assistant that helps prepare reviews.

Helpful answers

Your questions, simply answered.

Pointers to assess your project and prepare the right questions.

All questions
Can we import an existing employee file?

Yes, with our team, in Excel or CSV: check identifiers and reporting lines, and correct any rows with errors.

Does a manager see the whole company?

That depends on their access rights and reporting lines: check them on representative profiles.

Does archiving delete data?

No: archiving keeps the history of the account and its workflows. Retention and deletion are handled separately.

Your next step

Let’s start from how your teams really work.

Your sites, your reviews, your priorities. Prepare a demo built around the use cases that matter to your organization.

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