Team
The Team module is the central employee directory and HR hub. It manages detailed employee profiles (including personal, contact, and emergency information), departments, branches, leave balances, skills, work schedules, and career journey timelines. It also connects employees to user accounts for system access.
Overview
The Team module provides a complete view of your organizationʼs people. Every employee has a rich profile with multiple information categories. The module connects to leaves, expenses, and the permission system. It has three tabs: Team (directory), Leaves (leave management), and Database (admin-only detailed table).
Getting Started
Navigate to People → Team in the sidebar. Youʼll see three tabs: Team (employee directory grid), Leaves (leave management), and Database (admin-only).
Adding an Employee
- Click Add Employee
- Fill in Basic Info: first name, last name, employee ID, email, department, job title
- Add Contact & Personal details: date of birth, NID number, blood group, work phone, personal email, PABX extension, emergency contact, bank details, present and permanent addresses
- Set status (active/inactive), joining date, and reporting manager
- Upload a profile picture and add skills
- Click Save
Core Concepts
Departments
Organizational units with managers and members. Departments are used for approval routing (leaves, expenses) and reporting. Create, edit, and manage departments with member assignments from the Team module.
Branches
Physical or operational locations. Each employee can be assigned to a branch. Branches support geofence configuration for attendance tracking.
Employee Journey
A timeline of milestones in an employeeʼs career — hire date, promotions, role changes, certifications, awards, etc. Each entry has a title, type, date, and description. Managers can add, edit, or delete journey entries.
Roles & Permissions
Employee roles (Staff, Manager, Admin) connect to system permissions. The reporting manager is the default approver for leaves and expenses submitted by their team.
Features
Team Directory (Grid View)
Visual grid of employee cards with avatars, names, roles, departments, and contact info. Search by name, filter by department or branch. Click any card to open a detail side sheet with quick info and actions.
Team Directory (Table View)
Table with columns: Member (avatar + name), Email, Role, Department, Branch, Job Title, Status. Export to CSV or Excel.
Admin Database Tab
Full employee data table with 19 columns: ID, Name, DOB, NID, Blood Group, Designation, Department, Joining Date, Mobile, Work Phone, Personal Email, Work Email, Present Address, Permanent Address, Emergency Contact, Bank Details, PABX Extension, and Status. Server-side pagination (50 per page), search, and CSV export.
Employee Profiles
Detailed profile page at /team/[id] with: avatar with camera upload overlay, status badge, contact information, work information (department, job title, employee ID, reports-to manager), skills displayed as badges, LinkedIn profile link, and complete journey timeline with milestone entries.
Profile Fields
Full employee record fields: firstName, lastName, employeeId, email, phone, department, jobTitle, manager (reportsTo), status (active/inactive/terminated), location/branch, skills, joiningDate, linkedin, profile image, dateOfBirth, nidNumber, bloodGroup, workPhone, personalEmail, presentAddress, permanentAddress, emergencyContact, bankDetails, pabx extension.
Journey Timeline
Track career milestones: promotions, certifications, awards, role changes, or any notable events. Each entry has title, type, date, and description. Add, edit, or delete entries from the employee detail page.
Department Management
Create, edit, and delete departments. Assign managers and members. Department membership determines approval routing for leaves and expenses.
Leave Management Tab
Integrated view of leave balances with progress bars, "Out Today" widget, leave calendar with monthly navigation, and leave requests table with approve/reject actions. (Full leave features documented in the Leaves module.)
Data Export
Export the employee directory to CSV or Excel for reporting or external HR systems.
Workflows
Employee Onboarding
- Add employee with all personal and job details
- Assign to department and branch
- Set reporting manager
- Upload profile picture
- Add "Joined" journey entry
- Employee appears in directory and can be assigned to projects/tasks
Department Setup
- Open the Departments management dialog
- Create a new department with name and description
- Assign a department manager
- Add department members
- Department is now available for employee assignment and approval routing
Career Journey Tracking
- Navigate to an employeeʼs detail page
- In the Journey section, click Add
- Enter title, type, date, and description
- Save — the milestone appears in the timeline
- Edit or delete entries as the employeeʼs career evolves
Best Practices
- Fill in as many employee fields as possible — rich profiles help with emergency contacts, reporting, and HR decisions
- Keep employee records up to date — they power the entire permission and approval system
- Add journey entries for meaningful career milestones — they build a valuable history for reviews
- Set reporting managers correctly — they are the default approvers for leaves and expenses
- Use branches if you have multiple office locations for attendance and reporting accuracy
- Use the skills section to identify expertise across the organization for project staffing