Bring your employee roster up to date, keep private HR information separate, and publish the time-off and review-cycle guidance employees need. Manage workspace invitations and trace administrative changes without confusing a directory record with sign-in access.
The staff directory, private HR record, and access to Zipplee have different jobs. People & HR Operations keeps those boundaries clear.
Bring in an Excel or CSV census, map its columns, and review who would be added, updated, skipped, or deactivated before you commit the import. The optional missing-person check applies to people from earlier imports; manually added people remain untouched.
Add or edit a person’s name, role, team, manager, contact details, photo, and active status. Search the roster by name, title, team, email, or phone so colleagues can find the right person.
Keep sensitive employee information in its own restricted record rather than displaying it in the directory. Owner and admin access controls protect those fields.
A roster entry is not a workspace invitation. Use Invite & access to bring in a guest or team member, set an end date, and remove access early when needed.
These settings describe company-wide guidance. Your team can review it before making it visible in the employee experience.
Set the published PTO balance, carryover, sick-time guidance, accrual description, holidays, and how to request leave. Preview the information, save your changes, then choose when to publish it to employees.
Explain the review cycle, what is coming up next, goals, and supporting notes. Preview and publish the guidance so employees can find the same current information.
Choose guest or member access and a defined expiration when inviting collaborators. The invitee sets their own password; the roster and access list remain separate.
Use the HR Audit Log to search and filter recorded activity, then export the visible results when you need a follow-up record.
A practical sequence for an HR team preparing its employee experience.
Map the spreadsheet columns and inspect the proposed additions, updates, and deactivations. Nothing is written until the team confirms the import.
Correct directory details and keep restricted HR fields in their private area. Give workspace access through a separate invitation only when it is needed.
Update Time Off and Performance settings, preview the employee view, and publish the approved information when it is ready.
A reliable directory, restricted HR records, deliberate access, and employee-facing policy guidance that your team can preview before publication.