From workforce setup to complete employee history

Employee Management

Manage a searchable employee database, comprehensive personal and employment records, employee self-service, lifecycle dates, type-based leave and document rules, files, groups, permissions, birthday reminders and email signatures.

CompleteEmployee database
Rules-basedLeave & documents
ControlledGroups & permissions
Employee Management interface in iCRM
What you can do

Everything your team needs, connected.

Manage a searchable employee database, comprehensive personal and employment records, employee self-service, lifecycle dates, type-based leave and document rules, files, groups, permissions, birthday reminders and email signatures.

01

Employee database

Maintain a central, searchable list of workforce records.

02

Detailed search and filters

Find employees by identity, status, branch, work pattern, user type, approval set and other employee information.

03

Configurable list columns

Choose the employee information shown in the working list.

04

Employee data import

Bring employee, badge-number and approval-set information into the database in bulk.

05

Comprehensive employee profile

Maintain personal, bank, emergency, family, medical, education, employment and other operational information.

06

Profile photo

Upload an employee photograph from a file or supported camera capture.

07

Employee self-service

Let employees securely edit their own permitted personal information.

08

Personal and contact details

Maintain identity, date of birth, phone, email, address and other profile information.

09

Employment information

Record account status, branch, department, section, job title, description, badge and employee type.

10

Employee lifecycle dates

Track hire or join date, contract start and end, confirmation, resignation, retirement and increment dates.

11

Resignation records

Store resignation reason and supporting resignation letter where applicable.

12

Leave and claim approvals

Assign the approval sets and authorised-superior flow used for leave and claims.

13

Employee-type conditions

Define probation, contract duration, half-day leave, work pattern, work days and attendance-related conditions.

14

Type-based leave entitlement

Set leave entitlement rules on the employee type so new employees inherit the correct eligibility.

15

Required document rules

Define which document categories each employee type must fulfil.

16

Mandatory document control

Mark certificates, agreements, forms and other records as mandatory and set a minimum file count.

17

Document-fulfilment visibility

See required-document completion directly from the employee list.

18

Employee file uploads

Store employee-related files with the employee record.

19

Certificate storage

Keep education, professional and other employee certificates in the employee document area.

20

Employee groups

Group employees by geography, function, team or another operational purpose.

21

Bulk group assignment

Adjust group membership for multiple employees at the same time.

22

Birthday dashboard widget

Show upcoming employee birthdays to administrators.

23

Automatic birthday email reminder

Schedule an email to administrators through the reminder channel.

24

Permission-group assignment

Assign the employee to the access group that matches their responsibility.

25

Menu-level permissions

Choose the specific iCRM menu pages available to each permission group.

26

Email signature

Maintain the employee’s business email-signature information with the workforce profile.

27

Auditable workforce foundation

Keep employee information, documents, dates and access decisions connected in one controlled record.

Complete employee lifecycle

One workforce record—from onboarding rules to long-term history.

iCRM connects employee-type policies, personal and employment information, required documents, groups, approvals, access rights and automated reminders so HR and administrators can see what is complete, what is changing and what needs attention.

01DefineTypes, leave and documents
02RegisterPersonal and employment data
03DocumentFiles and certificates
04OrganiseGroups and departments
05ControlApprovals and permissions
06MaintainSelf-service and reminders
01 / OPERATE THE EMPLOYEE DATABASE

Find the right employee and see workforce readiness at a glance.

The employee list supports detailed filtering by status, branch, work pattern, user type, approval information and more. Configure visible columns, perform bulk actions and import employee, badge-number or approval-set data when the workforce must be updated at scale.

  • Searchable employee database
  • Status, branch and work-pattern filters
  • Configurable columns and sort levels
  • Employee and related-data imports
  • Document-fulfilment indicators in the list
iCRM employee database and detailed search
02 / BUILD THE COMPLETE PROFILE

Keep personal, employment and supporting information together.

Maintain profile, bank, emergency, family, medical, education, documents, portal and other operational information through one tabbed employee record. Employees can update permitted personal details through self-service while controlled HR information remains managed by authorised users.

  • Comprehensive tabbed employee record
  • Profile photo and identity information
  • Contact, family, medical and education details
  • Employee self-edit for permitted information
  • Files, resumes and certificates attached to the profile
  • Business email-signature information
EMPLOYEE PROFILEMaintain the complete workforce record.
Comprehensive iCRM employee information
SELF-SERVICELet employees maintain permitted personal data.
iCRM employee self-edit personal information
03 / TRACK EMPLOYMENT & LIFECYCLE DATES

Understand where each employee sits in the employment journey.

Record employee type, account status, branch, department, section, role and work pattern, then preserve the dates that explain the relationship over time.

JOINHire / joined date
CONTRACTStart and end dates
CONFIRMConfirmation date
INCREMENTLast increment date
RESIGNDate, reason and letter
RETIRERetirement date

Leave and claim approval sets can also be assigned with the authorised-superior route required by the organisation.

iCRM employee employment information, approval sets and lifecycle dates
04 / LET EMPLOYEE TYPE DRIVE THE RULES

Apply leave entitlement and document requirements consistently.

Define probation, contract duration, work pattern, working days, half-day leave and attendance conditions on the employee type. The same type carries leave-entitlement bands and the document categories each employee must fulfil.

  • Employee-type conditions
  • Work pattern and working-day rules
  • Leave entitlement by service range
  • Required document categories
  • Mandatory or optional requirement
  • Minimum file-count control
  • Seeded document categories as a starting point
On registration

Assigning the employee type gives the new employee the corresponding leave eligibility and document-fulfilment requirements.

iCRM employee type conditions, required documents and leave entitlement
05 / ORGANISE EMPLOYEES AT SCALE

Group people by geography, function, team or any useful operating model.

Employee groups provide a flexible layer beyond formal departments and sections. Select multiple employees and adjust group membership together, making it practical to maintain regional, functional or project-based audiences.

  • Flexible employee-group definitions
  • Geographic and functional grouping
  • Multiple employees adjusted together
  • Useful audiences for communication and operational work
  • Group membership connected to the employee profile
iCRM bulk employee group management
06 / AUTOMATE BIRTHDAY AWARENESS

Give administrators an early prompt for employee milestones.

Upcoming employee birthdays can appear in the administrator widget. The central reminder channel can also schedule an automatic email to administrators, creating a dependable prompt without requiring someone to inspect the employee database every day.

  • Upcoming employee birthday widget
  • Central reminder-channel configuration
  • Automatic email to administrators
  • Scheduled milestone awareness
  • Less manual birthday checking
BIRTHDAY WIDGETSee upcoming employee birthdays.
iCRM employee birthday administrator widget
EMAIL REMINDERSchedule the administrator notification.
Scheduling an employee birthday email reminder in iCRM
07 / APPLY ROLE-BASED ACCESS

Give each employee the menus their responsibility requires.

Create permission groups that represent real job responsibilities, choose the specific menu pages each group may use and assign the correct group from the employee record. Established groups make onboarding and responsibility changes more consistent.

  • Permission-group list
  • Menu-level page selection
  • Employee-to-group assignment
  • Reusable access patterns
  • Simpler onboarding and role changes
Explore group permissions
PERMISSION GROUPSCreate reusable access roles.
iCRM employee permission group list
MENU ACCESSSelect exactly which pages are available.
Selecting iCRM menu permissions for an employee group
How to manage the employee lifecycle

A practical route from workforce policy to maintained records.

Configure the reusable HR rules first, then let each employee record inherit a consistent foundation.

STEP 01

Define employee types

Set probation, contract, work-pattern, attendance and other type conditions.

STEP 02

Set leave and documents

Configure entitlement bands plus mandatory document categories and minimum files.

STEP 03

Register or import

Create the employee record or import workforce and related assignment data in bulk.

STEP 04

Complete the profile

Add personal, employment, lifecycle-date, approval, file and certificate information.

STEP 05

Organise the employee

Assign branch, department, section and flexible geographic or functional groups.

STEP 06

Apply access

Choose the permission group that provides the employee’s required menu pages.

STEP 07

Enable maintenance

Use employee self-service for permitted data and keep email-signature information current.

STEP 08

Review and remind

Check document fulfilment, employment milestones and automatic birthday notifications.

Detailed capability map

More than a feature list. A complete working process.

Explore how the screens and functions in Employee Management support setup, daily operations and continuous improvement.

01

Configure the foundation

Employee database

Maintain a central, searchable list of workforce records.

Detailed search and filters

Find employees by identity, status, branch, work pattern, user type, approval set and other employee information.

Configurable list columns

Choose the employee information shown in the working list.

Employee data import

Bring employee, badge-number and approval-set information into the database in bulk.

Comprehensive employee profile

Maintain personal, bank, emergency, family, medical, education, employment and other operational information.

Profile photo

Upload an employee photograph from a file or supported camera capture.

Employee self-service

Let employees securely edit their own permitted personal information.

Personal and contact details

Maintain identity, date of birth, phone, email, address and other profile information.

Employment information

Record account status, branch, department, section, job title, description, badge and employee type.

02

Run day-to-day work

Employee lifecycle dates

Track hire or join date, contract start and end, confirmation, resignation, retirement and increment dates.

Resignation records

Store resignation reason and supporting resignation letter where applicable.

Leave and claim approvals

Assign the approval sets and authorised-superior flow used for leave and claims.

Employee-type conditions

Define probation, contract duration, half-day leave, work pattern, work days and attendance-related conditions.

Type-based leave entitlement

Set leave entitlement rules on the employee type so new employees inherit the correct eligibility.

Required document rules

Define which document categories each employee type must fulfil.

Mandatory document control

Mark certificates, agreements, forms and other records as mandatory and set a minimum file count.

Document-fulfilment visibility

See required-document completion directly from the employee list.

Employee file uploads

Store employee-related files with the employee record.

03

Control, report and improve

Certificate storage

Keep education, professional and other employee certificates in the employee document area.

Employee groups

Group employees by geography, function, team or another operational purpose.

Bulk group assignment

Adjust group membership for multiple employees at the same time.

Birthday dashboard widget

Show upcoming employee birthdays to administrators.

Automatic birthday email reminder

Schedule an email to administrators through the reminder channel.

Permission-group assignment

Assign the employee to the access group that matches their responsibility.

Menu-level permissions

Choose the specific iCRM menu pages available to each permission group.

Email signature

Maintain the employee’s business email-signature information with the workforce profile.

Auditable workforce foundation

Keep employee information, documents, dates and access decisions connected in one controlled record.

How it works

A clear workflow from setup to insight.

STEP 01

Define

Create employee types, work conditions, leave rules and mandatory documents.

STEP 02

Register

Add or import the employee and complete personal, employment, date and file information.

STEP 03

Organise & control

Assign department, section, groups, approval sets and menu permissions.

STEP 04

Maintain

Use self-service, document checks, birthday reminders and lifecycle updates.

See Employee Management in action

Let’s map iCRM to your real workflow.

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