People directory

Workspace custom fields appear in a person's Basic information editor and on their detail page. Full-access directory search also matches custom-field values; the colleague directory does not expose them. Labels and required or hidden personal information fields follow organization settings.

Find colleagues, and add or edit people.

Who can use this page

Everyone who is signed in can open this page.

To make changes: Add people profiles (add_peopleprofile). Roles: HR Associate and HR Manager.

Everyone can open the directory. Non-staff see the public directory only.

Find colleagues

• People is the company directory.
• The ⌘K search finds people and pages. See Getting started.

What you see on someone else’s page depends on your role. People managers and HR see work history, direct reports, time off, assets and the sections they’re allowed to see. Other colleagues see a limited profile card. Its dialog header shows the person’s name, with work details and availability below. The availability month controls match My attendance.

Search updates as you type. Department and designation filters apply immediately; staff can also change Status in Filters. The directory starts with Active people, and Clear filters returns to that default. Clear search clears only the text. Hidden active filters appear below the toolbar and can be removed individually; Done closes the panel.

Filters are kept in the page URL, including dashboard department and missing-information links. Browser Back and Forward restore the filters. Open a row or its arrow to see the full profile or the colleague card permitted for your role. Secondary information is available in that detail view.

For HR: add and edit a person

People → Add person is a step-by-step form with the steps across the top and fields grouped under headings.

1. Fill in basic and personal information.
2. In Employment, set the job family, level and joining date. This tab also holds the career timeline: roles, previous employers and education. You can open and edit each entry.
3. Add emergency contacts, documents and payroll details.
4. Save. A bar at the bottom reminds you when you have unsaved changes.

Things worth knowing:

• Previous employment: add each previous employer, with an optional reference and experience letter. For fresh graduates, leave Fresh graduate ticked.
• Documents: upload the National ID as one PDF (up to 4 MB) that shows every side. The label, format and example follow the organization's country (CNIC, Emirates ID, NI number, SSN, Aadhaar and so on). Back-side scans uploaded earlier stay viewable by HR but are not asked for again.
• Payroll details: the payroll currency (any currency; it starts as the organization's), bank name, account title and number, and the bank's branch identifier when the country uses one (sort code, routing number, IFSC and so on). The SWIFT/BIC code is optional.
• Job family and salary band: when you pick a job family, Peoplance suggests the salary band that fits the person’s experience.
• Self-managed: people who report to nobody can be marked self-managed. They need no manager, their attendance comes from the day they track, and standups are optional for them.
• Missing information: a person’s page shows what’s missing, with a Fix button that opens the right form.

For HR: record a promotion

Use Change job on a person’s page (or the promotion option in the Employment tab) to record a promotion or role change.

1. Enter the date and what changed, such as the new level.
2. Add a reason.
3. Save. Everything you leave untouched carries over from the previous role.

The date order of a person’s roles is kept in sequence automatically. Their pay band updates from their experience, so it isn’t part of the promotion form. There is no approval step, and the person isn’t notified.

HR also gets a Promotion due alert when a person’s experience reaches the next level in their job family. It gives 60 days’ notice and is never urgent.

Profile photos appear as a compact avatar, matching the profile view, with initials when no picture is set. Select the photo to open a larger preview. The small pencil control sits halfway outside its top-right corner. Select the pencil button (or the empty avatar) to choose a JPEG or PNG up to 2 MB. The selected photo previews in the avatar and saves with personal details. After saving, the avatar uses the saved photo returned by the server. Remove photo clears the photo when you save.

Last employment date in basic information records the employee's final eligible day. Payroll uses this date and the joining date inclusively, including when preparing an earlier pay period for someone who is inactive now.

Saved employee documents

The Documents step uses two equal-width compact upload tiles per row, stacking into one column on smaller screens. Each saved employee document accepts one file. The picker says choose file; choosing again replaces that document. Saved images appear inside the upload area, while other documents show their filename. Hover over or focus the upload area to reveal the replacement prompt and accepted formats and size limit, using the same overlay as the organization logo. On touch devices the overlay stays visible. Saved image and PDF previews use your authenticated session, including files with extensionless download URLs, subject to the size policy below. PDF previews depend on browser support; Download opens the full file. If previewing fails, Download remains available. An info panel explains that each document accepts one file and uploads and replacements save immediately. The download icon retrieves the file through your authenticated session. Choosing another file replaces and saves it immediately. These slots do not offer deletion. Saved experience letters load previews through your authenticated session and refresh after a successful replacement. Experience letters use the same file container and corner removal cross: changes to a saved employer’s letter save immediately; a new employer’s letter uploads when you save the employer.

Upload previews

Supported images under 2 MB preview inside the upload area. PDFs and larger files show an icon, filename, size and an eye button. Select the eye to load the file in a preview panel; close it with the cross or Escape. Saved files with an unknown size also wait until you open the preview. If a format cannot be previewed, download the file to view it. Upload limits and save timing remain as described above.