PL ProfitLensGCC ERP by Somar
Help CenterHuman ResourcesEmployee Directory
Help Center · Human Resources

Employee Directory

Maintain the employee system of record, employment status, compensation context, documents, access, and role-specific configuration.

Product overviewHelp Center

Before you start

  • Sign in to the correct company.
  • Confirm your role and company subscription allow this module.
  • Complete required master data in connected source modules before starting a transaction.
  • Use demo or authorized data while learning.

Workspace map

1. Create and update employee profiles

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

2. Assign role, shift, and approval chain

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

3. Configure salary and employment details

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

4. Create or update staff login

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

5. Grant module access within plan limits

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

6. Configure sales or dental-lab scope

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

7. Terminate, archive, or restore employment records

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

Recommended operating sequence

  1. Create and update employee profiles
  2. Assign role, shift, and approval chain
  3. Configure salary and employment details
  4. Create or update staff login
  5. Grant module access within plan limits
  6. Configure sales or dental-lab scope
  7. Terminate, archive, or restore employment records

Related procedural guides

Workflows

Recruitment to Payroll

Connect public hiring, employee identity, access, attendance, leave, entitlements, approvals, payroll, and employee accounts.

Open guide →

Troubleshooting

  • If an action is not visible, check role, permission, record status, and plan entitlement.
  • If data is missing, correct the source module and refresh this workspace.
  • Read the validation message before retrying; an approval or configuration step may be required.
  • Do not bypass protected correction or reversal by creating a duplicate record.
Important scope note: Employee access and partner access are separate models; termination revokes employee access.