Learn here how to create an employee in Holded
Employees is a section within Team where you can create, modify and delete the data of your employees, whether they are active or not.
In the detailed view of an employee, apart from adding and consulting their personal data such as name or social security number, you can edit their own file which includes details and information about payroll, contracts, bonuses, absences, clock-in time, and documents.
Furthermore, you can assign their Holded user to have access to My Zone.
More information about users, guests, and employees here
What information can you see in your employees' list?
Whether you decide to manually create your employees or import them, you can choose the visible fields in the employees' list so that only the criteria that are most useful to you will appear among these:
| Name | The name of the worker |
| Job Title | The position covered |
| Salary | The salary you receive |
| The corporate email address | |
| Workplace | In which center the person is located |
| Team | In which team the role is developed |
| Nationality | The country of origin |
| Contract | If the person has been hired |
| User | The Holded user profile associated with the employee |
| Profile completed | The percentage of complete data |
With the Filters option, you can decide if you want to add categorization and search filters. When clicking Save a segment, a custom filter will appear on top of your employee's list.
From the list, you can manage in bulk teams, work centers, and many other things in order to avoid editing your workers' information one by one. In addition, the list of your employees can be exported in Excel or PDF format.
What information about employees can be managed?
The data of an employee profile consists of:
- Workplace
A workplace is a place where the workers develop their job. If your company has several places of employment, for example, you will have to choose where the employee belongs.
Learn here how to create a workplace
- Time off policies
An absence policy is a set of rules to manage the vacations and days off of your company. You can create as many as you need and assign them to all your employees.
To learn more about Holded's absence policies, go to this article
- Teams
Manage the different workgroups in which your company is organized.
Learn here how to create a team in Holded
- Payrolls
Create, assign and oversee the payroll of your employees.
Read this article to know how to create payroll in Holded
- Contracts
Create employment contracts with all the necessary information.
Head over to this article to learn more about Holded contracts
- Bonus
Create, assign and consult the extra rewards of your employees.
Learn here how to manage bonuses in Holded
- Absences
Check and modify if necessary the past and future absences of your employees. - Time tracking
Oversee and manage the worked time of your employees.
Go to this article to learn how to manage the time tracking in Holded
- Document folders
Manage and organize by folders the documents related to your employees.
Learn here how to manage the document folders
If you need to add an extra element to an employee's file, you can customize the fields by adding the additional information that is necessary.
Make sure that those who are no longer active employees appear in the Ex-Employees section. In this way, and in case you have Team Pro activated, only active employees will be charged.