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BankU ERP / Employee Management

Keep employee records easy to find.

An employee directory gives your team one place to look for work details. Keep names, departments and reporting information clear so everyday requests reach the right person.

Talk to our team Take a closer look

Ask our team which modules are available.

WHAT TO EXPECT

Employee Management in practice.

Explore the records and processes your team uses.

Employee directory

Maintain useful work records with the details people need, without turning the directory into a store for unnecessary personal information.

Team structure

Keep each person's department, designation and reporting information understandable, especially when colleagues move between teams or take on new responsibilities.

Record accuracy

Agree who maintains employee information and how corrections are reviewed, so outdated details do not quietly become the team's reference point.

HOW TO APPROACH IT

How the work is organised.

Start with these three steps.

  1. 01

    Start with the basics

    Identify the work details your team needs and leave out personal information without a clear purpose.

  2. 02

    Check the details

    Review names, reporting relationships and departments with the people responsible for maintaining the directory.

  3. 03

    Keep records current

    Include employee changes in your team's regular administrative process, with access limited to the appropriate people.

WORTH CHECKING

Before you start.

  • Confirm which directory fields are enabled in your workspace.
  • Keep identity documents out of general employee notes.
  • Review access when an employee changes role or leaves.