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PeopleFlow

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Employee Management

24 articles

Profiles, org charts, onboarding, and offboarding

Employee Profiles
Every employee in PeopleFlow has a comprehensive profile that includes: • Personal Information — Name, contact details, date of birth, national ID • Employment Details — Job title, department, start date, employment type • Compensation — Salary, pay frequency, bank details, tax information • Documents — Upload and manage contracts, certifications, and ID copies • Emergency Contacts — Next-of-kin and emergency contact information Profiles are fully customizable — you can add custom fields to capture any additional data your organization needs.
Organization Chart
PeopleFlow automatically generates an interactive org chart based on your reporting structure. You can: • View the full organizational hierarchy at a glance • Click on any employee to see their profile • Drag and drop to reorganize reporting lines • Export the org chart as PDF or image • Filter by department, location, or team
Onboarding
Streamline the onboarding process for new hires with customizable workflows: • Create onboarding checklists with tasks and deadlines • Assign tasks to HR, managers, and the new employee • Track progress with automated status updates • Send welcome emails and information packets automatically • Collect required documents before the first day
Offboarding
Manage employee departures professionally and ensure compliance: • Generate exit checklists for equipment return, access revocation, and handover • Process final pay including outstanding leave and benefits • Conduct and record exit interviews • Archive employee records in compliance with data retention policies • Generate experience letters and clearance certificates
Bulk Operations
For organizations managing large teams, PeopleFlow supports bulk actions: • Import employees from CSV or Excel files • Bulk update fields like department, manager, or status • Mass generate letters or documents • Export employee data for reporting or migration Download our CSV template from the Import/Export section to get started.

Related Documentation

Getting Started
Set up your PeopleFlow account quickly
Settings & Configuration
Configure roles, permissions, and workflows
Payroll & Tax
Process payroll for your employees