HRMS · Employees

Route /hrms/employees Menu HRMS → Employees

Employees Directory

Browse, filter, and create employees with nine summary chart panels covering demographics, tenure, skills, and org structure.

Full employee roster with workforce summary analytics and create wizard.

Workforce directory

The register every other people screen points at

Employees is the directory: browse, filter, and create people, with summary charts for demographics, tenure, skills, and org. New joiners start here; they are not invented on a project.

People → Employees Route /hrms/employees HR Admin · Manager (scoped) · Admin

The job of this console

Find someone, open their record, create a joiner, or deactivate with the lifecycle the org uses. Charts are filters into the same list, not a census you type into.

Seat at the table

HR administrators create and edit. Managers usually see their span. Employees do not browse salary fields they are not allowed to see — masking still applies.

The working rhythm

Search or filter, open a row, edit the profile or start onboarding / offboarding from the paths the org enabled. Do not duplicate a person to fix a spelling — edit the existing Employee.

Moments that bring you here

New hire day. A duplicate email. Org chart looking empty because the manager field is blank. Before payroll, to confirm active status.

ⓘ

Employee is the people source

Projects, timesheets, and leave all hang off this register. Do not create shadow people lists in spreadsheets the product already stores.

Flowcharts

Each diagram auto-plays when it scrolls into view. Use Play / Pause or click a step.

1 — Find and manage employees

Filter roster, open profile, create when permitted.

flowchart TD
  List[Employees register] --> F[Filter / search]
  F --> Row[Select employee]
  Row --> Prof[Open profile]
  List --> Create[Create employee]

1
Employees registerHRMS → Employees.
2
Filter / searchSHOW chips, team scope, text filter.
3
Select employeeGrid or list row.
4
Open profileView or edit profile details.
5
Create employeeHeader Create when permitted.

Overview

HRMS → Employees is the authoritative workforce directory. HR and managers use it for roster maintenance; everyone with access can look up colleagues and open profiles.

Screen layout

Header: Lux list header with Create button, SHOW/SORT, team selection, text filter, grid/list toggle.
Summary strip: Expanded analytics grid (nine chart panels) above the register.
Register: Table or card grid of employees with status, team, role, contact columns.

Header & filters

Quick filter chips: All · Active · Inactive
SHOW dropdown: All · Active · Inactive (matches chips)
SORT: Name, Created, Team (toggle asc/desc)
Filter list… — name, email, employee ID substring
Team selection — multi-team checkbox menu
Grid/List toggle
Create — opens employee wizard or form

Summary & charts

The Lux summary strip at the top of this screen is collapsible. Expand it to reveal KPI tiles and chart panels; collapse it for a wider register. All charts respect your active filters (SHOW preset, team scope, date range, text search).

Nine workforce analytics panels scope to your team filter and SHOW preset.

◆ Emerald Luxury UI theme · chart data refreshes when filters change

Employee summary charts

Grade & band

Treemap

What it measures: Compensation band distribution
How to read it: Tile size = headcount per band
How to use it: Compensation planning

When to act: HR review only

Headcount trend

Line

What it measures: Active employees over 6 months
How to read it: Trend line shows roster growth or shrinkage
How to use it: Workforce planning

When to act: Compare with Team dashboard

Joins & exits

Stacked area

What it measures: Monthly join vs exit events
How to read it: Green/red areas show hiring vs attrition
How to use it: Churn analysis

When to act: Investigate exit spikes

Gender mix

Donut

What it measures: Gender distribution
How to read it: Slice = share of roster
How to use it: DEI metrics

When to act: Filter register after review

Employment type

Donut

What it measures: Permanent, contract, intern, etc.
How to read it: Contract vs permanent split
How to use it: Resource planning

When to act: Align with project staffing

Tenure bands

Column

What it measures: 0–1y, 1–3y, 3–5y, 5y+ buckets
How to read it: Column height = count in band
How to use it: Experience mix

When to act: Succession planning

Work locations

Column

What it measures: Office / remote / region counts
How to read it: Location distribution
How to use it: Hybrid workforce planning

When to act: Update stale profiles

Top skills

H-bar

What it measures: Most tagged skills in roster
How to read it: Longest bar = most common skill
How to use it: Capability map

When to act: Tag skills on profiles

Departments & teams

H-bar

What it measures: Org grouping headcount
How to read it: Team size comparison
How to use it: Load balancing

When to act: Use team filter on register

Main content & actions

Click any row to open employee profile. Create opens wizard (Profile → Access → Sign-in → Organization → Skills) or Form mode. Profile hero shows security, notifications, and activity when opened from list.

Complete feature list

Every control, panel, and workflow on this screen.

✓
Luxury UI shellEmerald-themed glass cards, sticky gradient header, module sidebar, and responsive layout.
✓
Documentation searchHeader search indexes all guide pages (docs site).
✓
Collapsible summary stripKPI row and chart gallery above the register; expand/collapse persists in browser storage.
✓
Create employeeWizard (Profile → Access → Sign-in → Organization → Skills) or quick form.
✓
Quick filter chipsAll · Active · Inactive status presets.
✓
SHOW / SORT / FilterDropdown status, sort by name/created/team, text search on name/email/ID.
✓
Team selectionMulti-team checkbox menu scopes register and charts.
✓
Grid / List toggleCard grid or dense table view.
✓
Row navigationClick row to open employee profile.
✓
Nine summary chartsTreemap, line, area, donut, and bar panels in summary strip.

Before you start

🚨

Access provisioning

Completing the Access and Sign-in wizard steps is required before the employee can log into Tracopus or mobile.

📝

PII handling

Employee records contain personal data — export and screenshot per your org's data policy.

Who uses this screen

HR administrators maintaining the workforce roster; people managers reviewing team composition; executives viewing headcount analytics. Individual contributors typically reach employee records via Profile, not this register.

ℹ️

HR admin primary screen

Use Employees when creating accounts, deactivating leavers, or analyzing org demographics — not for editing your own preferences (use Profile/Settings).

Key concepts

Employee register

Searchable list/grid of all workforce records with status, team, role, and contact fields.

Create wizard

Multi-step flow: Profile → Access → Sign-in → Organization → Skills for full onboarding.

Quick filter chips

All · Active · Inactive presets atop the register for fast status scoping.

Nine summary charts

Treemap, line, area, and donut panels — grade bands, headcount trend, joins/exits, skills, departments.

Grid / List toggle

Card grid for visual browsing or dense table for bulk operations and export.

Permissions

Role	Access on this screen
Individual contributor	No access to register; uses Profile for self-view only.
People manager	View employees in managed org units; limited edit (skills, team assignment) per policy.
HR administrator	Create, edit, deactivate employees; full wizard and access provisioning.
IT / security admin	Access and sign-in steps in create wizard; may not edit compensation fields.

📝

Administrator override

Org administrators and service accounts configured in the Admin console may bypass row-level scopes shown above. When in doubt, confirm access with your Tracopus administrator.

Controls reference

Control	Description	Notes
CREATE employee	Launch full wizard or quick form.	Wizard recommended for new hires.
Quick filter chips	All · Active · Inactive.	Combines with SHOW dropdown.
SHOW / SORT / Filter	Status, sort order, text search on name/email/ID.	Standard Lux header pattern.
Team selection	Multi-team checkbox menu.	Scopes register and all nine charts.
Grid / List toggle	Switch card vs table density.	Preference may persist locally.
Row click	Navigate to employee profile detail.	Opens hrms/profile context for that user.
Summary strip charts	Nine analytics panels when expanded.	Respect team filter scope.

Common mistakes

⚠️

Creating duplicate accounts

Search before CREATE — duplicate email addresses break SSO sign-in and split timesheet history.

⚠️

Leaving inactive users as Active

Inactive status preserves audit trail while revoking access — prefer deactivate over delete.

⚠️

Ignoring skills tags

Skills feed capacity and staffing reports in Project module — complete Skills step in wizard.

FAQ

What's the difference between quick form and wizard?

Quick form captures essentials; wizard adds access, org placement, and skills required for Tracopus permissions.

Can managers create employees?

Usually HR-only — managers request headcount via HR ticket; confirm your org policy.

Do charts update in real time?

How do I offboard someone?

Set status Inactive, revoke access in wizard Security step, confirm no open timesheet weeks.

Workflows

Create employee

Create → Wizard → complete five steps → submit → employee appears as Active.

Find someone

Filter list by name → click row → profile opens at /hrms/profile/:employeeId.

Tips & best practices

Tip: Use Active chip before exports or headcount reviews — inactive records remain searchable under Inactive.

More guidance

💡

Remember

Searchable list/grid of all workforce records with status, team, role, and contact fields.

ℹ️

What's the difference between quick form and wizard?

Quick form captures essentials; wizard adds access, org placement, and skills required for Tracopus permissions.

The register every other people screen points at

The job of this console

Seat at the table

The working rhythm

Moments that bring you here

Flowcharts

Overview

Screen layout

Header & filters

Summary & charts

Employee summary charts

Grade & band

Headcount trend

Joins & exits

Gender mix

Employment type

Tenure bands

Work locations

Top skills

Departments & teams

Main content & actions

Complete feature list

Before you start

Who uses this screen

Key concepts

Employee register

Create wizard

Quick filter chips

Nine summary charts

Grid / List toggle

Permissions

Controls reference

Common mistakes

FAQ

What's the difference between quick form and wizard?

Can managers create employees?

Do charts update in real time?

How do I offboard someone?

Related pages

Workflows

Tips & best practices

More guidance