Private details and documents

Record personal details and passport, work permit and visa numbers with their expiry dates, and keep scanned documents on the employee. Only people allowed to see private information can open these tabs.

Important. The Private, Compliance, Contracts and Documents tabs and the documents expiring soon banner are shown only to administrators and to people whose group has Employees: view private info (see Setting up Employees). Others do not see these details at all.

Private

The Private tab holds personal e-mail and phone, address, date of birth, gender, marital status, emergency contact, bank, bank account number and name, and education. To change them, click Edit at the top of the record, fill in the Private section and click Save changes.

Compliance and expiry dates

The Compliance tab — Compliance: ID, passport, work permit and visa numbers with their expiry dates.

Click Edit and, in the Compliance section, fill in Nationality, National ID, and the number and expiry date of the passport, work permit and visa. Click Save changes.

The expiry dates feed the banner on the Employees screen:

Documents expiring soon — Click Show to list each document; click a line to open that person.

A document is listed once it is inside the alert window set in Settings → Employees → General (60 days unless changed).
An expired document shows in red with the date it expired; the others show the days left.
Archived employees are not listed.

When a new permit or passport arrives, change the expiry date and the line disappears.

Documents

1Open the employee and choose Documents.
2Click Add files, or drag files onto the list. You can pick several at once.
3Give each file a title, for example "Work permit 2026", and confirm.

Click a file to open or download it. Images and PDF files are accepted.

Contracts

Contracts have their own tab with the same visibility. See Contracts.