> ## Documentation Index > Fetch the complete documentation index at: https://docs.bizbone.com/llms.txt > Use this file to discover all available pages before exploring further. # Employees > Serves as the central repository for employee records. Store, view, and manage essential employee information throughout the employment lifecycle. ## Add a New Employee Create a new employee profile by entering required personal, employment, and organizational information to initiate the employee record in the system. This process is typically used to add existing employees into the system. New hires generally progress through the vetting workflow before transitioning to **Employees**. HR E Nav 1 HR E Add HR E Add C Select **Add** to complete or **Cancel** to exit without saving changes.  ## Request to Create an Account Create and submit a request for employee system account setup. Submitted requests are routed to the **Requests** module for review and approval. HR E Create A HR E Create A C Select **Add** to complete request submission or **Cancel** to exit without saving changes.  Submitted requests are routed to the **Requests** module for review, approval, and account provisioning.  ## Deactivate Deactivate an employee account to initiate the offboarding process. The employee will be moved to the Offboarding section and will no longer appear in the active employee list. HR R Deactivate HR E Deactivate C Deactivated profiles appear in Offboarding for task tracking and archival purposes.  ## Update Employee Information ### General Information Update employee's basic profile details. HR E Select HR E Edit HR E Edit C Select **Save** to complete or **Cancel** to exit without saving changes. ### Personal Information Manage employee's confidential personal details for records and compliance. #### Edit Personal Information HR E PI HR E PI E HR E PI E C Select **Save** to complete or **Cancel** to exit without saving changes. ### Organizational Chart View an employee's organizational chart. HR E OC ### Employment Information Manage employment-related details such as hire date, reporting manager, and other information used for internal records. #### Edit Employment Information HR E EI HR E EI E HR E EI E C Select **Save** to complete or **Cancel** to exit without saving changes. ### Employment Planning Manage internal job changes such as role updates, transfers, and promotions. Changes made in this section are reflected in the organizational chart. #### Plan a New Employee Position HR E EP HR E EP Plan HR E EP Plan C Select **Add** to complete or **Cancel** to exit without saving changes. #### Modify an Employee Position An employee's current position cannot be deleted. To remove or replace the current position, update the employment plan with the appropriate position. HR E EP Mod * **Edit**: Select the **edit icon** to update an existing entry * **Delete**: Select the **trash icon** to delete an existing entry.  * **Edit:** Fill in the required information. Select **Update** to complete or **Cancel** to exit without saving changes.  * **Delete:** Select **Delete** to complete or **Cancel** to exit without saving changes.  ### Employment History Record previous roles and employment details to track employee history. #### Add Employment History HR E EH Nav HR E EH Add HR E EH C Add Select **Add** to complete or **Cancel** to exit without saving. #### Modify Employment History HR E EH Mod * **Edit**: Select the **edit icon** to update an existing entry * **Delete**: Select the **trash icon** to delete an existing entry.  * **Edit:** Fill in the required information. Select **Update** to complete or **Cancel** to exit without saving changes.  * **Delete:** Select **Delete** to complete or **Cancel** to exit without saving changes.  ### Salary Manage employee salary information, record planned salary changes, and track salary history. #### Plan a Salary HR E S Nav HR E S Plan HR E S C Plan #### Modify a Salary Plan An employee's current salary cannot be modified. To replace the current salary, update the salary plan with the appropriate salary. HR E S Mod * **Edit**: Select the **edit icon** to update an existing entry. * **Delete**: Select the  **trash icon** to delete an existing entry.  * **Edit:** Fill in the required information. Select **Update** to complete or **Cancel** to exit without saving changes.  * **Delete:** Select **Delete** to complete or **Cancel** to exit without saving changes.  ### Taxes View employee tax certificates, exemptions, and uploaded tax documents. Tax information and forms are self-submitted by employees. #### View Current Tax Records HR E T Nav HR E T Type Select **Federal Income Tax**, **State Income Tax**, **Tax Exemption**, **673 Tax**, or **Other** to view the corresponding tax information and uploaded documents. HR E T View Select **View Form** to view the employee's most recent tax record. Select History to view previous tax records.  #### View Tax Record History HR E T Type HR E T History ### Deposit Add employee direct deposit information for payroll processing. Deposit Tab Add Deposit A Add Deposit Select **Add** to complete or **Cancel** to exit without saving changes. ### Leave Accrual Track and manage employee leave balances, including accrued leave, carryover amounts, and usage within the current period. **Carryover Balance**: The amount of unused leave from the previous period that is carried into the current period **Taken Carryover Leaves**: The number of leave days used from the carryover balance during the current period **Remaining Carryover Balance**: The remaining carryover leave after usage. Calculated as: Carryover Balance − Taken Carryover Leaves. Expired carryover leave will be lost. **Negative Carryover**: A negative leave balance carried over from the previous period. **Leave Entitlement**: The total leave allocated to the employee for the current period based on company policy. **Taken Leaves**: The number of leave days used from the current period’s entitlement. **Remaining Balance**: The remaining leave available. Calculated as: Leave Entitlement − Negative Carryover − Taken Leaves. #### Edit Leave Accrual HR E LA Nav HR E LA Edit HR E LA C Edit Select **Save** to complete or **Cancel** to exit without saving changes.  ### Assets Create requests to assign employee work assets, including new assignments, loans, returns, and software installations. HR E A Nav HR E A Req HR E A Req Type HR E A C Requ Select **Add** to complete or **Cancel** to exit without saving changes  Asset Request M The request is sent to the assigned approver(s), typically the employee’s manager(s), for review. HR may track progress of the request in the **Requests** module. Once approved, it is forwarded to IT for fulfillment. Upon completion, the requested asset will appear in the **Assets** tab of the employee's profile. ### Certificates #### Add a Certificate HR E C Nav HR E C Add HR E C C Add Select **Add** to complete or **Cancel** to exit without saving changes  #### Modify a Certificate HR E C Mod * **Edit**: Select the **edit icon** to update an existing entry. * **Delete**: Select the **trash icon** to delete an existing entry.  * **Edit:** Fill in the required information. Select **Update** to complete or **Cancel** to exit without saving changes.  * **Delete:** Select **Delete** to complete or **Cancel** to exit without saving changes.  ### Skills #### Add a Skill HR E Sk Nav HR E Sk Add HR E Sk C Add Select **Add** to complete or **Cancel** to exit without saving changes. #### Modify a Skill HR E Sk Mod * **Edit**: Select the **edit icon** to update an existing entry. * **Delete**: Select the  **trash icon** to delete an existing entry.  * **Edit:** Fill in the required information. Select **Update** to complete or **Cancel** to exit without saving changes.  * **Delete:** Select **Delete** to complete or **Cancel** to exit without saving changes.  ### Contacts View an employee's emergency contacts, dependents, and beneficiaries. Contacts are self-submitted by employees. Contacts View Contacts ### Education #### Add Education HR E E Nav HR E E Add HR E E C Add Select **Add** to complete or **Cancel** to exit withouth saving changes.  #### Modify an Education Entry HR E E Mod * **Edit**: Select the **edit icon** to update an existing entry. * **Delete**: Select the  **trash icon** to delete an existing entry.  * **Edit:** Fill in the required information. Select **Update** to complete or **Cancel** to exit without saving changes.  * **Delete:** Select **Delete** to complete or **Cancel** to exit without saving changes.  ### EEO Information View an employee's EEO Information. Self-identification is self-submitted by employees. EEO Info ### Documents View and manage employee's related documents. #### Add a Document HR E D Nav HR E D Type HR E D Add HR E D C Add Select **Add** to complete or **Cancel** to exit withouth saving changes.  ### Request History View an employee's request history. R History R History View Select **Open** to view ongoing requests or **Closed** to view completed requests.  R History Actions **Refresh**: Reload content to show the most current information.  **Filter**: Only show results according to categories such as request type, priority, request date, due date, and status.  **Column options**: Show or hide request details such as request ID, subject, request type, priority, request date, due date, and status. ### Benefits View assigned benefits for the employee. Benefits To make changes, navigate to the **Benefits** section from the navigation panel.