AppsHomebase

HRIS and employee records

Employee records and profiles

Autessa Homebase includes employee records: one HR record per person that every other part of the HRIS reads from. Colleagues see the directory side (name, title, team, manager and work contact), while personal details, pay, reviews and HR notes stay with the person and HR.

  • One record per person, shared by time off, reviews, onboarding and pay
  • Personal and emergency details visible only to the person and HR
  • Panels from every module on the profile, shown only when the viewer may see them
  • Status that moves on its own: Joining soon, Active, Leaving, Left
Start free
Profile · Jordan KimSample
Jordan Kim they/them
Software Engineer, Payments · Engineering · Seattle HQ
Manager
Riley Park
Level
IC2 · Individual contributor
Personal details
Private You and HR
Started
11 months ago
Time offReviews and goalsDocumentsCompensationOnboardingApps and access

The problem

People data scattered across spreadsheets goes stale

When titles live in one sheet, managers in another and emergency contacts in an inbox, nobody trusts any of them. Every new tool asks HR to type the same person again. Homebase keeps a single employee record, so the org chart, time off, reviews and onboarding all agree because they all read the same place.

How it works

How employee records and profiles works in Homebase

  1. HR adds the person

    Add a person (or import a spreadsheet) creates the record with their job, dates and manager. If the start date is ahead, they show as Joining soon and become Active on the day.

  2. The person completes their profile

    On My profile they add a preferred name, pronouns, a photo, a short bio, skills, phone and time zone, and their personal and emergency details unless HR has turned self-editing off.

  3. Colleagues find them

    The directory and org chart show the public side of the record. Opening a profile shows their manager chain, reports, teams and anything else that viewer is allowed to see.

  4. Modules add their panels

    Time off, performance, documents, onboarding, compensation and app access each add a panel to the profile. A panel with nothing for the viewer simply does not appear.

  5. HR keeps the job facts

    Title, level, department, manager and location change only through Change job, with a date, so every change is kept in the person’s job history.

Settings · Custom fieldsSample
T-shirt size
Choice field · People
Everyone
Desk or neighborhood
Text field · People
Everyone
Work authorization expires
Date field · People
HR only
Dietary needs
Text field · People
Managers and HR
A colleague opening Casey’s profile never receives the HR-only value at all.

Options and settings

Every option, in plain words

OptionWhat it does
StatusJoining soon, Active, On leave, Leaving or Left. Joining soon and Leaving move on their own on the start or last day.
Person typeEmployee, contractor, or member (an Autessa user who is not staff).
Employment typeFull time, part time, intern or temporary for employees; contractor (direct) or contractor (agency) for contractors.
Employee numberAn optional ID, for example the one from your payroll provider.
Public profilePreferred name, pronouns, photo, bio, skills, work phone and time zone, edited by the person.
Personal detailsPersonal email and phone, home address, birthday and emergency contact. Private to the person and HR.
HR notesNotes on the record that only HR can read.
Eligible for rehireRecorded when employment ends, and shown if the person comes back.
People update their own personal detailsA privacy switch in Settings. Off means only HR edits personal and emergency details.

Permissions

Who can do what

EmployeeSee the directory side of everyone, and their own full record. Edit their own profile and, if allowed, personal details.
ManagerSee what they need to manage their reports: time off, reviews, goals and onboarding. Pay only if HR turns that on.
HR partnerSee and edit the full records of people in the departments they cover.
HR administratorSee and edit every record, change jobs, end and restart employment, and set the privacy switches.
ExecutiveSee records company-wide in reports, and pay unless HR turns that off.

✦ AI assist

How the assistant helps

Open a profile and ask the assistant “Who reports to this person?” or “Summarize this person’s goals and reviews”. It answers from what you are allowed to see, nothing more.

It acts with your own access, and anything important waits for you to press Confirm.

About the HR assistant →

Connected

How it connects to the rest of Homebase

FAQ

Questions about employee records and profiles

What is an employee record in an HRIS?

It is the single place a company keeps everything about one person’s employment. In Autessa Homebase it holds their profile, job, dates, manager, personal details and history, and every module reads from it.

Can colleagues see my home address or birthday?

No. Personal and emergency details are private to you and HR. Colleagues see only the directory side: name, title, team, manager and work contact details.

Can employees edit their own records?

Yes, within limits. Everyone edits their preferred name, pronouns, photo, bio, skills, phone and time zone, and their personal details unless HR turns that off. Job facts are kept by HR.

What happens to a record when someone leaves?

Nothing is deleted. The person shows as Leaving until their last day, then Left, and their record and history stay in HR. Rehire brings them back.

Can I track contractors in Homebase?

Yes. Contractors have their own record type with direct or agency contracts, an agency name and a contract end date, and HR is reminded 30, 14, 7 and 1 days before the contract ends.

← Back to the topicHRIS and employee recordsNext in HRIS and employee records →Custom fields with field-level privacy

Try employee records and profiles with your own team.

Homebase installs with starter content and optional demo data, so you can see this working before you invite anyone.

Start free

Starter policies, checklists and trainings install for you, with optional demo data to explore first.

100% customizable, code and all

Make Autessa Homebase fully your own.

Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.

Start free and make it yours