Employee Management workspace
Risk Matrix
Priority actions
Portfolio
OKR Dashboard
Track employee objectives, progress and follow-up.
Employee OKRs
1:1 Conversations
Plan, document and follow up employee conversations.
Employee 1:1s
Forecast
Plan projects against employee capacity and people events.
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.
CRM
Manage companies, contacts, deals and follow-ups.
Notifications
Review open risk, people, HR, CRM and access items.
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.