Staff & HR
Employees
Section titled “Employees”Employees (side menu → Staff) lists everyone. Add employee for a new joiner — fill in name, joining date, branch, department, designation and Reports to.
Tick Give them a HashBook login to email an invitation now, or do it later from Edit. Each person gets a code like EMP-0001.
Reports to — why it matters
Section titled “Reports to — why it matters”The person someone reports to approves their leave and timesheets and sees their team’s work. Check the Org chart to see the whole tree.
IDs and salary account
Section titled “IDs and salary account”On a profile you can add PAN, Aadhaar, UAN, ESIC (India) or Emirates ID, passport, visa, Iqama (Gulf), and the salary bank account.
- They’re stored encrypted and shown as
•••• 1234. - Click the eye to see the full number — that view is recorded in the audit log.
- Only the person, HR and payroll see this section.
- Expiry warnings appear 60 days ahead.
- Changing someone’s bank account notifies them.
My HR profile
Section titled “My HR profile”Everyone can see their own record and fix their phone or birthday. Role, manager and branch are changed by HR.
Contact, education and past experience — personal email, second phone, addresses, emergency contact, degrees and previous jobs. People fill in their own with Edit; HR can correct them. Only the person, HR and admins can see these sections.
When someone leaves
Section titled “When someone leaves”Open their profile → Offboard.
- Start with Notice period — they keep working.
- On the last day, Complete exit. Choose who takes over their leads, customers, quotations, tasks and projects.
Their login is blocked and their history is kept. Nothing is deleted.
Branches & departments
Section titled “Branches & departments”Add a new office (with its time zone) or department under Staff → Branches & departments.