Directory and records

Everyone in your company, their records, and the org chart.

• What does the Directory show?Everyone in your company, with their role, city, manager, time with you and status. Search by name, filter by city, and switch between Active and Inactive.
• What is on someone's record?Tabs for their identity, contact and bank details, salary structure, leave balances, insurance, tax, assets, payslips, performance, recognition, probation, documents, a timeline and a history of changes.
• How do I change someone's details?Open their record and click Edit profile. Admins and HR can change any detail, including role, manager and salary.
• Who can see PAN and bank details?They are hidden on every page, apart from the last few characters.
• Where do I keep someone's documents?On the Documents tab of their record: upload ID, address proof, letters and certificates, and mark each one verified once you have checked it.
• Is there an org chart?Yes. In Directory, open Org chart. It is drawn from each person's Reports to. Filter by department, and expand or collapse teams.
• How does probation work?Each person has a probation period, six months unless you set another on their record.
• Can I add my own offices and departments?Offices, yes: name them in Settings → Offices. Departments come from a set list for now; if yours are missing, write to hello@1936ai.com.