Human resources and people operations workspace guide

What the HR workspace covers

Manage people, recruitment, onboarding, attendance, leave, payroll inputs, performance and employee records securely.

The workspace brings together employee profiles and documents, recruitment and candidate pipelines, onboarding and employment history, attendance, leave and approvals, payroll inputs and benefits, performance and training, HR reports and permissions. Each area is connected through shared records, role-based access and operational reporting so teams can see the full path from request to outcome.

Core topics and records

Use the workspace to manage employee profiles and documents, recruitment and candidate pipelines, onboarding and employment history, attendance, leave and approvals, payroll inputs and benefits, performance and training, HR reports and permissions. Start with the records that define your operation, then add owners, statuses, dates, documents and approval steps so the team can work from a consistent source of truth.

A typical operating workflow

Create the role and candidate pipeline, convert the selected candidate into an employee record, manage onboarding and attendance, and maintain a controlled history of leave, documents and performance.

Use dashboards, saved views, reports and AI & Automation entry points to reduce routine follow-up while keeping managers in control of important decisions.

Permissions, automation and reporting

Workspace access is governed by organisation membership, product entitlements and role permissions. The same tenant isolation rules apply to records, reports and AI-assisted workflows.

Once the core records are reliable, automate reminders, approvals, exception alerts and summaries that help the team act sooner without losing visibility.