Manager Guide
Staff Information

View staff's HR information

as a manager, you can view your assigned staff in people, as long as you are the reporting manager or data manager for them marco platform's people page, showing a list of managed staff if you are an admin manager, you can view all staff in the company even if you are not assigned as their reporting manager or data manager the types of hr information you can view for your staff depends on your access privileges for more information, refer to permissions docid\ qzqwjkvs 1rf3egf4ayek personal information personal information includes details like name, nationality, address, id, passport information, and emergency contacts the staff's personal information is split into four sections personal details passport (restricted view) emergency other details (restricted view) marco platform's people page personal tab you can view the staff's personal information in people > personal bank details you can view a list of the staff's bank accounts in people > bank select a bank account to view its details, such as the bank name or the account number marco platform's people page bank tab work details work details includes details like reporting manager, job title, work location, job start date, probation end date, and employment contract the staff's work details is split into several sections work info employment info (restricted view) company specific data marco platform's people page work tab you can view the staff's work details in people > work pay details pay details includes all pay items, such as the basic salary and allowances each pay item contains the following details pay amount and currency payment type (gross, net, ctc) payment frequency effective date end date, if any marco platform's people page pay tab pay details toggle you can view the staff's pay details in people > pay > pay details payment records payment records contain the history of the staff's salary payments marco platform's people page pay tab payment history toggle you can view the staff's payment records in people > pay > payment history note in an upcoming release, you will be able to view payslips here insurance records insurance records include details like the staff's insurance plans, coverage, and effective duration marco platform's people page insurance tab you can view a list of the staff's insurance plans in people > insurance select an insurance record to view its details leave balance leave balance includes all leave types that are assigned to the staff, such as annual leave and sick leave each leave item contains the following details effective date remaining leave balance entitlement amount carried over amount, if any carried expiry date, if any the remaining leave balance includes any unused days from the entitlement amount and carried over amount when the carried over leave expires, any unused amount will be subtracted from the remaining balance marco platform's people page time tab leave balance toggle you can view the staff's leave balance in people > time > leave balance leave records leave records contain the history of the staff's pending, rejected, and approved leave requests you can view the staff's leave records in people > time > time off records select a leave record to view its details public holidays you can view a list of the staff's public holidays in people > time > public holiday each public holiday is linked to a country or region by default, the staff's public holidays will be assigned based on their designated country however, managers can customize the staff's public holiday list based on other requirements marco platform's people page time tab public holiday toggle expense records expense records contain all records submitted by the staff or their managers on their behalf each expense record can be either an expense item or an allowance item typically, the staff will submit expenses for approval, while managers will add allowances for the staff compared to the regular allowances in the staff's salary package, these allowance items are meant for ad hoc allowances, such as a per diem for business trips each expense or allowance item contains the following details currency amount date (for travel related expenses) travel details origin destination travel dates for expense items, the expense name is entered by the user for allowance items, the allowance name is selected from a list of allowance pay items each allowance item also has an payment type (gross, net, ctc) marco platform's people page expense tab you can view the staff's expense records in people > expense select an expense record to view its details documents documents refers to work related documents, such as education certificates, contracts, work permits, resignation letters marco platform's people page docs tab you can view the staff's documents in people > docs mobility records mobility records refers to relocation records for the staff's country changes and expat movements you can view the staff's mobility records in people > mobility for more information, refer to relocation docid\ nvnv9exmqdsd31b6guglj