BizCortex documentation

Employee list

Find, filter and open the personnel records of your company.

People, Employees shows the personnel master data of all employees. The records are the basis for leave, time tracking, expense claims, performance and payroll. When the list is empty, you see the buttons "Add your first employee" and "Set up the organisation".

Employee list
Screenshot of this screen

Who can use this

  • Owner
  • Admin
  • HR manager
  • Accountant (read only)

Steps

  1. 1. Search

    Type into the search field. It searches name, email and personnel number.

  2. 2. Filter

    Use the Department, Location and contract type filters ("All contracts", permanent or fixed term). Turn on "Active only" to hide people who have left.

  3. 3. Sort

    Click a sortable column header such as Personnel number, Email or Hire date.

  4. 4. Open a record

    Click a row or use View in the row menu to open the employee record.

  5. 5. Create a record

    Click "New employee". This opens the step by step wizard.

Fields and options

Personnel number

Unique number of the employee. BizCortex assigns the next free number automatically if you leave it empty (five digits, for example 00001).

Name, Job title, Email

Basic identification of the person.

Hire date

First day of employment.

Contract type

permanent or fixed term.

Annual gross salary

Only shown to users who may see salary data.

Status

Active, or Left once the exit date has passed.

Tips

  • Use the department filter together with "Active only" to get a quick headcount list of one team.

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