Employee Management workspace
Departure likelihood × Business impact
Global risk weighting
Global risk weighting blends employee-departure risk with business impact for every employee. It does not change the driver values; it changes how the two side scores become final risk.This global weighting applies to every employee's risk score. It balances departure risk against business impact.
How risk score is built
Priority actions
Portfolio
Scroll sideways in the table to see all columns.
OKR
0 objectives Choose an employee to create an OKR.How objective measures are calculated
1:1
0 conversations Choose an employee to create a 1:1.Forecast
Schedule
Capacity is calculated against each employee's weekly profile capacity.
Bookings
Bookings are the editable project allocations shown in the Gantt schedule.
New booking Create a schedule allocation when capacity should be booked.
Existing bookings
Editable schedule allocations.
Projects
Customer projects come from closed won CRM deals. Create internal work here for capacity planning.
Business Health
Monitor forecasted employee profitability, delivery cost and margin health.
Recruitment
Sales assistant
Your day, meeting preparation and follow-up for existing customers and new business.
CRM
Notifications
Notification types
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 settingEnable reminder-based HR notifications. The app only flags review points; HR or legal should still confirm contract, law and collective agreement details.
Organization branding
Shown in the app header and browser title for users in this organization.
App & data
Move employee portfolio or CRM directory data between organizations with separate, explicit files.
Employee data
Includes employees, employee records, master data, risk weighting and HR reminder settings.
CRM directory
Includes companies and contacts. Deals, activities, Forecast projects and bookings are never included.