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Employee Directory & Rosters (HCM)
This page documents the shipped Employee Directory and its filtered roster views (hcm-employee) — the main list of everyone in your company. Not for plugin developers.
Who this is for: anyone with access to employee records — HR staff day to day, managers for their own teams.
The Employee Directory
The full list of employees, with:
- KPI cards at the top with real counts.
- Search and filter — free-text search plus Department, Status, and Employment Type filters, all backed by real, fast server-side search/filter/sort.
- Saved Views — save a search/filter combination you use often so you don't have to re-set it every time.
- Bulk actions — select multiple employees and Change Department, Change Manager, Deactivate, or Email them all at once.
- A rich grid with photo avatars, colored status chips, per-row quick actions, and export to CSV, Excel, or PDF.
Click any row to open that employee's profile.
The roster views
Eight more screens in the HCM menu are the exact same Employee Directory, just pre-filtered and locked to one slice, so you land straight on the group you want without setting filters yourself:
| Screen | Shows |
|---|---|
| Active Employees | Everyone currently active |
| Consultants | Active, employment type = Consultant |
| Contract Employees | Active, employment type = Contract |
| Interns | Active, employment type = Intern |
| Probation Employees | Active employees still on probation |
| Remote Employees | Active, work mode = Remote |
| Ex Employees | Everyone terminated |
Everything else — the grid, the row actions, bulk actions, export — works identically to the main Directory; only the starting filter is different, and you can't remove that locked filter (that's the point of using the dedicated roster screen instead of the main Directory with a manual filter).