Employee profiles

Everything on an employee record, section by section, and which controls appear for you, for managers and on your own record.

An employee profile is the full HR record for one person. It brings together their employment details, onboarding and offboarding, timesheets, leave, documents, skills, work schedule, attendance, performance and pay on a single page. What you can see and do in each section depends on your permissions and on whether it’s your own record.

Open a profile#

Go to People and click a name, or click a linked name on the Org chart. To find your own record, look for your name in the list.

Permissions

employee.view_sensitive

Opening any employee profile, including your own, needs employee.view_sensitive. Individual sections need further permissions, listed below.

At the top of the profile you’ll see:

The person’s name (their preferred name if one is set) and an employment status badge, such as active or suspended.
Their employee number, work email and employment type, for example “EV-0002 · priya@… · full time”.
Their position, department and location, when these are set.

If you have employee.manage, the status actions Suspend, Record departure and Reinstate appear below the header, depending on the current status. See suspensions and departures.

Sections on the profile#

The profile is one long page rather than a set of tabs. Scroll down to reach each section. They appear in this order:

Section	What it holds	When it’s shown
Onboarding	Onboarding processes and their task checklists	Always
Offboarding	Departure processes, last working day and checklist	Always. Only people who can manage employees see the form.
Timesheets	Timesheet periods, their time entries and approval status	On your own record, or if you can manage employees
Leave	Leave balances and requests, and the request form on your own record	On your own record, or if you can manage employees
Documents	Offer letters, contracts and other HR files	If you can manage employees, or the person has documents
Skills	Skills with proficiency and years of experience	If you can manage employees, or the person has skills
Work schedule	Schedule assignments, with the active one marked	If you can manage employees, or the person has an assignment
Attendance	Daily clock-in and clock-out records and corrections	On your own record, if you can manage employees, or when records exist
Performance goals	Goals with metric, target and current value	On your own record, if you can manage employees, or when goals exist
Performance reviews	Formal reviews by period and reviewer	If you can manage employees, or reviews exist
Feedback	Ad hoc feedback notes you’re allowed to read	If you can manage employees, or there’s feedback you can see
Compensation	Pay arrangements over time	Only with `payroll.view`

Extra controls on your own record#

When the profile is linked to your login, it also shows the self-service controls. These need employee.self_service:

Clock in / Clock out and Request correction in Attendance
New timesheet, Log time and Submit in Timesheets
The leave request form, with Request, Submit and Cancel
Update, Mark complete and Cancel on your performance goals

Extra controls for managers and HR#

With employee.manage, other people’s profiles show approval and administration controls: Approve and Reject for pending leave and submitted timesheets, Lock for approved timesheets, review buttons for attendance corrections, and the forms for documents, skills, schedule assignments, goals, reviews and feedback.

Details can’t be edited on the profile

The profile shows employment details but doesn’t let you edit them. Changing a person’s name, email, department, position, location, manager or linked login currently has to be done through the UnitX API. Employment history (the dated record of role and manager changes) is also kept but isn’t shown on the profile yet.

FAQ#

I can’t open my own profile.

Profiles need employee.view_sensitive, even your own. The built-in Member and Viewer roles don’t include it. Ask an administrator about your role.

My profile doesn’t show Clock in or the leave form.

Those controls appear only when the record is linked to your UnitX login and your role includes employee.self_service. An administrator can link your login to your employee record.

Why is the Compensation section missing?

Pay is behind payroll.view, a separate permission from the rest of People.

A section I expected is missing on a colleague’s profile.

Several sections are hidden when they’re empty and you can’t add to them. For example, Skills doesn’t appear if the person has none and you can’t manage employees.

Still stuck? Search the docs with ⌘K, open Help inside UnitX, or contact support.