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  1. HRMS with Document Vault
  2. Features
  3. People records
Feature · People records

People records

The employee register ties each person to a position, department, location and manager.

OverviewActive employees
HRMS with Document Vault · People records

Active employees

Employees

New
Employee IDFull nameDepartmentPositionManagerHire date
EI-828Full 955DPR-150PST-635320 Oct
EI-744Full 857DPR-120PST-931023 Oct
EI-498Full 163DPR-150PST-493010 Oct
EI-331Full 658DPR-120PST-588427 Oct
EI-908Full 638DPR-150PST-634106 Oct
6 of 6 records
EI-828Employees · EMP-31816
Active
Full nameFull 955
DepartmentDPR-150
PositionPST-6353
Hire date20 Oct
Example screen with sample data

What you can do

People records in daily work

The employee register ties each person to a position, department, location and manager. HR Business Partner checks those references before changing salary, reporting line or employment status. Employment history gives each lifecycle event an effective date and a from and to context, so a transfer can be reviewed as a change rather than a silent overwrite.

The employee register is the starting point for current assignments. An employment history event carries its own effective date and prior and next position or manager. HR Business Partner checks both records when a change affects pay or reporting. Admin reviews compensation changes before they are applied; a dated event should explain why the current employee row changed.

How the work is organized

  • Confirm the person. HR Business Partner checks the employee identifier, current position, department and manager.
  • Record the change. HR Business Partner enters the effective event with the prior and next context.
  • Review the result. Admin checks compensation changes; HR Business Partner compares the employee row with the history event.

What to agree during setup

Agree who can change employee and compensation fields, which legal entity and currency each worker belongs to, and when position changes become effective. Keep the employee identifier stable across payroll, leave and reviews.

For a transfer, agree who records the event and who updates the current assignment. Include the destination position and manager before changing the employee row. Test how an incorrect manager or salary is corrected while retaining the earlier event. A stable employee identifier lets Payroll Admin and L&D Admin find the same person in their own records.

Check the handoff on an actual case

A worker moves from one department to another. HR Business Partner checks the destination position and manager, records a Transfer event with its effective date, and reviews the current employee row. The prior event remains available for a later payroll or headcount question.

HR Business Partner opens Active employees and compares the current assignment with the dated transfer. Admin checks the history event before a pay change proceeds. If the destination position is wrong, HR Business Partner corrects the source event and confirms the employee row again. The reviewer should be able to see the prior and next position without relying on a name match.

What your team sees

  • Active employees — Current employee assignments by department, position and manager.
  • Reviews in progress — HR Business Partner checks review work linked to an employee after a transfer.

Follow the work through

What it keeps track of

Data model
Employees
Central person record for every worker; all suite transactions tie back to Employees.
Employment history
Every lifecycle event: hire, promotion, transfer, comp change, manager change, leave of absence, termination.
Positions
Seat-level org entries that an Employee fills.
Departments
Organizational departments with parent hierarchy and cost centers.
Job titles
Canonical job titles with job family, level and exempt status.
Locations
Physical and remote locations where employees work.
Pay grades
Salary bands tied to job titles and positions.

Who uses it

Permissions
HR Business Partner
Maintains employee, position and history records.
Admin
Handles controlled compensation decisions.
CHRO / VP People
Can read the employee record for oversight.

Set up HRMS with Document Vault your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started