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12. People

Module

Part of Payroll & HR. If your plan does not include it, these screens are not in your menus.

Employees. Basic staff records. Payroll itself is in WhyzeHR — see chapter 11.

The directory

Employees → Directory. Everybody, with their position, department, hire date and status. Click a row to open it.

The one thing you can change here is Employment status — Active, On Leave or Terminated. Their leave balances for the year are shown underneath.

Watch out

Changing somebody to Terminated here does not stop them signing in. Switching off their access is a separate action in Setup → Users, and it must be done deliberately.

Positions and the org chart

Employees → Positions lists the job titles and who each reports to, and lets you create a new one. A position can exist before anybody is hired into it.

Employees → Org Chart draws the reporting lines from the positions, with a headcount badge on each and the word "vacant" where nobody holds it. It is built from positions rather than people, so a vacancy is visible rather than invisible.

Watch out

The Positions screen shows a "Reports to" column but has no box for setting it. Every position created here starts at the top of the chart until that is fixed.

Time off

Employees → Time Off. Two panels side by side.

Requesting leave

  1. Search for the employee by name or number.
  2. Choose the Leave type.
  3. Set From and To.
  4. Type the number of Days, in half-day steps.
  5. Add a Reason if you want one.
  6. Click Submit request.

Watch out

Days is typed, not worked out from the dates. A Monday-to-Friday request will not fill in 5 by itself — check it.

Approving leave

The right-hand panel lists every pending request across all staff, with Approve and Reject on each.

Monthly accrual

Leave entitlement is not accrued automatically — nothing runs in the background. Once a month, choose the Period and click Run accrual. It is safe to run twice: anybody already accrued for that month is skipped.