Employee Management

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People, capacity, pipeline

Great people, smart planning, and business growth - all connected in your organization’s own secure workspace.

Role-based access
Every user sees and manages only what their role allows.
Isolated organization data
Your organization’s data stays securely separated from every other workspace.
Controlled data lifecycle
Create, retain, export, and securely delete data on your organization’s terms.

Risk

Monitor loss probability, business impact and priority actions.

Employees

Manage employee profiles and workforce signals.

Global risk weighting

This global weighting applies to every employee's risk score. It balances loss probability against business impact.

How risk score is built

Drivers Employee-specific inputs that calculate the two side scores.

Loss probability How likely we are to lose the employee.

Business impact How strongly the business is affected if the employee leaves.

Balance Loss probability 50% Business impact 50%

Risk calculation preview

Loss probability side 0

Business impact side 0

Final risk score 0

Saved automatically

Risk Matrix

Priority actions

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Portfolio

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Forecast

Plan projects against employee capacity and people events.

Schedule

Capacity is calculated against each employee's weekly profile capacity.

Admin

Manage organizations, user access, roles and app settings.

Organizations

Employees and settings are isolated by organization. Users only load employee data from their assigned organization.

HR reminders

Organization setting

Enable reminder-based HR warning checks. The app only flags review points; HR or legal should still confirm contract, law and collective agreement details.

Enable HR reminders Show probation, review, anniversary, holiday notice and employment-law review warnings.

Select the reminder types this organization uses. Each active type shows the timing fields that control when warnings appear.

Snooze time Set how long a warning is hidden when a user chooses to be reminded later.

Remind again after Days. An upcoming warning returns no later than its due date; overdue warnings return after the full snooze time.

Probation Warn before an employee's probation period ends.

Reviews Warn when recurring employee reviews are due.

Anniversaries Warn before employment milestones based on start date.

Organization holiday plan Set the holiday weeks used by employees with organization holiday reminders enabled.

Employment law review Warn near indicative seniority milestones where HR should review contract, law or collective agreement terms.

User access

Google sign-in users

Search Role Access

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Role permissions

Admin reference

This matrix defines what each system role can access or change.

Employee 360

Employee

Name Organization Location Manager Team lead (optional) Work email System access Freelancer Mark the employee as an external freelancer or contractor.

Roles

Optional. Select one or more roles to show role-specific competencies.

Competencies & technologies

Optional. Select one or more competencies or technologies when relevant.

Start date Experience at start At start 0 years · Today 0 years Weekly capacity

HR reminders Optional profile data used for organization-level HR reminder warnings.

Employment law milestone reminders Controls start-date based HR/legal review reminders for this employee. This is an internal reminder setting, not a legal assessment.

Probation end date

Completed

Mark completed after the probation follow-up has been handled. A changed date resets completion.

Next review date Defaults to 12 months from today for new employees. Review frequency Use organization holiday reminders Use the holiday weeks and warning timing configured in Admin for this employee. Collective agreement

Monthly salary

Risk assessment inputs Profile signals used as inputs to the employee risk assessment.

Person signal Attitude Legacy loss risk Legacy business impact

Risk score 0

Final priority Low

Seniority 0y

Loss probability drivers 0

Business impact drivers 0

Mitigation Activate mitigation Use mitigation when this employee needs one or more follow-up actions with owner, action date and status.

New action title Saved as a separate mitigation action with its own owner, action date and status. Owner Action date and time Status

Recurring

Once 1 week 2 weeks 3 weeks 1 month

Action note Saved with this action. Existing mitigation actions are preserved separately.

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People, capacity, pipeline

Risk

Employees

Risk Matrix

Priority actions

Portfolio

OKR Dashboard

New OKR

Employee OKRs

1:1 Conversations

New 1:1

Employee 1:1s

Forecast

Schedule

Bookings

New booking

Existing bookings

Projects

New internal project

CRM

Warnings

Admin

Organizations

HR reminders

Organization branding

App & data

Employee data

CRM directory

User access

Role permissions

Offboard organization

Deletion impact

1. Disable access

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People, capacity, pipeline

Risk

Employees

Employee Management workspace

Risk Matrix

Priority actions

Portfolio

OKR Dashboard

New OKR

Employee OKRs

1:1 Conversations

New 1:1

Employee 1:1s

Forecast

Schedule

Bookings

New booking

Existing bookings

Projects

New internal project

CRM

Warnings

Organizations

HR reminders

Organization branding

App & data

Employee data

CRM directory

User access

Role permissions