Employees

Manage employee records for hired team members. Track departments, positions, and employee information.

Admin Feature

The Employees section is only visible to admin users. Regular recruiters do not have access to employee management.

Employee Profile

Each employee record contains:

  • Name - First and last name
  • Department(s) - Which team(s) they belong to
  • Position - Their job role (linked to Positions)
  • Profile Image - Optional photo
  • Bio - Optional description or notes
Departments
Available departments for employees
ManagementCapital MarketsDeal TeamLegalOperationsOriginationPIPEPublic Markets

An employee can belong to multiple departments if they work across teams.

Adding an Employee
  1. Navigate to Employees from the sidebar (admin only)
  2. Click the "New Employee" button
  3. Fill in the employee details:
    • First name and last name (required)
    • Select department(s) (required)
    • Optionally link to a position
    • Upload a profile image
    • Add a bio or notes
  4. Click "Create Employee" to save
From Candidate to Employee

When a candidate is hired, they become an employee. The typical flow is:

1
Update Application Status

Mark the candidate's application status as "Hired"

2
Complete Onboarding Checklist

Use the candidate's checklist tab to track onboarding tasks

3
Create Employee Record

Create a new employee record with their information

Note: Candidate and employee records are separate. Creating an employee doesn't automatically link to or modify the candidate record.

Searching and Filtering

Find employees using the available filters:

  • Name search - Search by employee name
  • Position filter - Filter by job position
  • Department filter - Filter by department
Employee Detail View

When viewing an employee profile, you can see:

Profile Image

Employee photo (if uploaded)

Department

Team(s) they belong to

Position

Their job role

Bio

Description or notes

Best Practices
  • Create employee records promptly after hiring decisions
  • Keep department assignments up to date as employees move teams
  • Link employees to positions to track headcount per role
  • Upload profile images for better team visualization
Related Documentation