> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Employees

> Searchable employee directory with grid/list views, CSV export, add/import actions, and full profiles with credentials and payroll tabs.

The Employees page (`/hr/employees`) is the organization-wide employee directory, providing search, filtering by status, department, and level, toggling between grid and list layouts, paginated results, and dialogs to add or bulk-import employees.

## Overview

The Employee Directory shows up to 50 employees per page. Filters include a full-text search (name, title, email, or employee number), employment status (active by default), department, and employee level. A grid view shows avatar, name, title, department, level badge, email, and phone. A list view shows the same data in a tabular row. Export to CSV downloads the filtered set; bulk import accepts a CSV. Navigating to an employee card opens the employee detail page at `/hr/employees/:id`. The URL query parameter `?action=new` automatically opens the add-employee dialog.

## Who it's for

Requires permission: `hr.employees.view` (`HR_PERMISSIONS.EMPLOYEES_VIEW`).

## Before you start

* You need the `hr.employees.view` permission to access this page.
* To add employees, you need `hr.employees.create`.
* To export, you need `hr.employees.export`.

## Steps

1. Navigate to **HR → Employees** or go to `/hr/employees`.
2. Use the search box or filters to narrow the list.
3. Toggle **Grid** or **List** to switch the display mode.
4. Click an employee card or row to open the employee detail.
5. Click **Add Employee** to open the new employee dialog.
6. Click the upload icon to open the bulk import dialog.
7. Click the download icon to export the current filtered list as CSV.

## Key concepts

| Concept           | Meaning                                                                   |
| ----------------- | ------------------------------------------------------------------------- |
| Employment status | Active, on\_leave, or terminated — defaults to `active` on page load      |
| Employee level    | Picklist value from `employee_levels`; leadership levels show a star icon |
| Leadership badge  | Displayed when `level.metadata.is_leadership` is true                     |

## Viewing an employee record

The Employee Details page shows the full profile and tabbed detail sections for a single employee. It is available at route `/hr/employees/:id` and requires permission `HR_PERMISSIONS.EMPLOYEES_VIEW` (`hr.employees.view`).

The page fetches the employee record via `useEmployeeDetail`. The header card shows the employee's avatar, full name, job title, department, office location, contact info, and employment status badge. Integration status indicators show Microsoft Entra, SharePoint, Teams presence, and OOO status (via platform integration hooks). Tabbed sections (tab state in URL via `?tab`) include: Skills, Credentials, Payroll (bank accounts, deductions, tax info), Onboarding/Offboarding status, and more. An edit dialog opens `EmployeeFormDialog`. Start Onboarding and Start Offboarding buttons open the respective dialogs.

Before you start: navigate from the Employee Directory at `/hr/employees`.

1. From the Employee Directory at `/hr/employees`, click an employee card. You land on `/hr/employees/:id`.
2. Check name, title, department, contact info, status badge, and integration sync indicators.
3. Use the tab bar to navigate to Skills, Credentials, Payroll, or other available sections.
4. Click **Edit** to open `EmployeeFormDialog` and update profile fields.
5. Use the Start Onboarding or Start Offboarding buttons to launch the respective workflows.

**Key detail concepts:**

* **Tab routing** — Active tab is stored in the URL as `?tab=<value>`, enabling bookmarkable deep links.
* **Integration indicators** — OOO status, presence, Entra, SharePoint, and Teams badges are read from platform integration hooks and are display-only.

## Creating an employee

`/hr/employees/new` is a redirect route: the router immediately replaces it with `/hr/employees?action=new`. This means the Employee Directory page (`EmployeeDirectory`) loads and the `action=new` query parameter triggers the employee creation UI. For full onboarding intake, the Onboarding Wizard at `/hr/onboarding/wizard` may be the more appropriate entry point.

Requires permission `hr.employees.view` (`HR_PERMISSIONS.EMPLOYEES_VIEW`) — enforced by the redirect destination `/hr/employees`.

Before you start: confirm you have the necessary information for a new employee record (name, role, start date, etc.). For full hire intake including IT access, benefits enrollment, and task assignments, use the Onboarding Wizard at `/hr/onboarding/wizard`.

1. Navigate to `/hr/employees/new` — you will be automatically redirected to `/hr/employees?action=new`.
2. The employee directory page will open; follow any prompts triggered by the `action=new` parameter to create the employee record.

## Related

<Columns cols={2}>
  <Card title="Human Resources" icon="users" href="/hr/overview">
    Human Resources core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  This page documents shipped product behavior. It is not medical, legal, or
  billing advice. Verify against your organization's policies and applicable
  regulations before using it for clinical, compliance, or billing decisions.
  Protected health information (PHI) shown in the product is governed by your
  tenant's access controls and is never exposed in this documentation.
</Note>

<Accordion title="Documentation sources">
  * src/routes/hr.tsx
  * src/cores/hr/pages/EmployeeDirectory.tsx
  * src/cores/hr/pages/EmployeeDetail.tsx
  * src/cores/hr/pages/OnboardingWizardPage.tsx
  * src/cores/hr/hooks/employees/useEmployeeList.ts
  * src/cores/hr/hooks/employees/useEmployeeDetail.ts
</Accordion>