Files
How to store, share and download organization files in drives and folders, with uploads, versions, comments, share links, ZIP downloads and the Files API.
Hiring
How to open jobs, publish them on the careers page, move candidates through stages on a board, score and interview them, analyze CVs, send candidate emails and hire a candidate into People.
Files
How to store, share and download organization files in drives and folders, with uploads, versions, comments, share links, ZIP downloads and the Files API.
Hiring
How to open jobs, publish them on the careers page, move candidates through stages on a board, score and interview them, analyze CVs, send candidate emails and hire a candidate into People.
How to manage employees, contracts, documents, skills, working hours, equipment, onboarding and offboarding checklists, pre-boarding links, HR settings and workforce insights in the People hub.
People is the HR module of CentraKit. It keeps one profile per employee, contractor or intern, with their contract, documents, skills, working hours, equipment and onboarding progress. The same employee records feed time off, time tracking, expenses, planning and the assistant.
People lives under Workspace, People, Employees in the sidebar. A gear icon in the hub tab bar opens HR settings.
| Route | Purpose |
|---|---|
/{orgSlug}/people | Employees hub with the Employees, Org chart, Onboarding, Performance, Equipment, Skills and Insights tabs. |
/{orgSlug}/people/create | Create an employee. |
/{orgSlug}/people/import | Import employees from a CSV file. |
/{orgSlug}/people/{employeeId} | Employee detail with the Overview, Contract, Time off, Documents, Skills, Equipment, Onboarding and History tabs. |
/{orgSlug}/people/onboarding/templates | Onboarding templates. |
/{orgSlug}/people/onboarding/templates/{templateId} | Edit one template. |
/{orgSlug}/people/onboarding/{journeyId} | One onboarding or offboarding checklist. |
/{orgSlug}/people/settings | HR settings. |
/portal/onboarding/{token} | Pre-boarding page for a new hire without an account. |
Not yet available: the Performance tab at /{orgSlug}/people/performance.
Not yet available: Payroll at /{orgSlug}/payroll.
Every organization user gets an employee profile automatically when "Create employees for new members" is on in HR settings. You can also add employees who have no app account, such as freelancers or interns, and link them to a user later from the App access section.
| Field | Values |
|---|---|
| Type | Employee, contractor or intern. |
| Status | Onboarding, active, offboarding or ended. |
| Reporting line | Department (a team) and manager. |
| Dates | Start date and optional end date. |
Private details (date of birth, personal email and phone, IBAN, emergency contact and home address) are visible only to the employee and to people with organization.people.view-sensitive. Employees can hide their birthday and work anniversary from colleagues.
A contract records the type (permanent, fixed term, on call or freelance), period, hours per week, pay basis (hourly, monthly, annual or fixed fee), pay frequency, holiday allowance, notice period and bonuses. The current contract drives leave entitlement and FTE. Pay is only shown to people who can view compensation.
Each employee follows the organization's default weekly schedule or personal working hours, including alternating two-week schedules. Agenda, Planning, leave hour calculation and timesheets all read the same schedule. Public holidays are set per organization and are never counted as leave.
Documents are ID copies, driver's licences, certificates, contracts and other files, each with an optional issue and expiry date. Skills and certifications are defined once on the Skills tab and assigned to employees with an optional level. Certifications have a validity period, and expired certifications are flagged. Planning and tasks use skills as requirements, and HR settings decide whether an expired certificate warns or blocks an assignment.
Equipment items are company property such as laptops, phones, tools and vehicle keys, with an asset tag, serial number, category, purchase price and warranty date. An item is Available, Handed out, In repair or Retired. Handing an item out records who holds it and its condition, and the holder confirms receipt from their own profile.
An onboarding template has two lists of steps: Onboarding for a new hire and Offboarding for a leaver. Each step has a kind (task, equipment request, document request or personal details form), an owner (the employee, their manager, HR or a named user) and a due date relative to the start or end date. Negative days fall before the date, so -7 is a week before day one. Handed-out equipment gets a return step on offboarding automatically.
Starting a checklist from a template creates a journey for one employee. A journey is in progress, completed or cancelled, and shows its buddy, first or last working day and progress. The default template starts automatically for new hires and leavers.
Open Import on the Employees tab and upload a CSV file with a header row. Supported columns are first name, last name, email, job title, kind, start date (YYYY-MM-DD), manager email, team and hours per week. Existing employees are matched on email and updated.
The Danger zone on the Overview tab archives an employee, which hides them from the directory and pickers but keeps their history. Only employees without an app account can be deleted.
The History tab shows who changed what on the employee. Sensitive values are never shown. See Audit log.
Open Onboarding, then Templates, and select a template or New template. Add steps to the Onboarding and Offboarding lists and select Save.
Select Start checklist on the Onboarding tab, or Start offboarding on the employee's Onboarding tab. Pick the template and dates. Add extra items on the checklist page, and mark items done as they are completed.
New hires without an account can fill in their details before day one:
/portal/onboarding/{token}, enters their private details and uploads the requested documents (up to 10 MB each).The checklist shows until when the link is active, and Revoke link ends it at once. An expired or revoked link shows "Link unavailable".
/{orgSlug}/people/settings holds the organization-wide rules:
| Section | What it controls |
|---|---|
| General & pay | Full-time hours per week, pay frequency, pay day and automatic employee profiles for new users. |
| Time off | Approval requirement, allowed negative balance, leave year start, public holiday country, team capacity warning and the HR handbook Knowledge collection. |
| Time tracking | Timesheet approval, clock in and out, approximate location, billable rounding, budget warning and stopping forgotten timers. |
| Expenses | Mileage and per diem rates, automatic approval threshold and receipts by email. |
| Compliance & retention | Expired certificate behavior and how long former employee and rejected candidate data is kept. |
| Default working hours | The weekly schedule for everyone without personal hours. |
| Public holidays | Organization holidays, with a button to add the official holidays for the configured country. |
| Leave types, leave policies and blackout periods | See Time. |
| Expense categories and expense policies | See Expenses. |
The Insights tab shows headcount, hires, leavers, turnover, absence rate and overtime for the last 12 months, a monthly headcount chart, labor cost per team (logged hours times each employee's cost rate) and a Needs attention list. Needs attention flags sustained overtime, planning mismatches, expense outliers and frequent short sickness from the last four weeks.
People with organization.people.view-insights see the whole organization. Managers see the people who report to them. Sickness data is hidden without organization.people.view-sensitive because it is health data.
| Permission | Allows |
|---|---|
organization.people.view | See the employee directory and org chart, and edit your own private details and privacy settings. |
organization.people.create | Create and import employees. |
organization.people.update | Edit employees, documents and skills, and see the Performance tab. |
organization.people.delete | Delete employees without an app account. |
organization.people.view-compensation | See contract pay. |
organization.people.manage-compensation | Add, edit and delete contracts. |
organization.people.view-sensitive | See private details and sickness data. |
organization.people.view-insights | See workforce insights for the whole organization. |
organization.equipment.view, .create, .update, .delete | Work with equipment items and hand-outs. |
organization.onboarding.view, .create, .update, .delete | See, start, change and archive checklists and templates. |
organization.hr-settings.manage | Edit HR settings, default working hours and public holidays. |
Any organization user can complete checklist items assigned to them and confirm receipt of their own equipment.
All routes live under /api/v1/organizations/{organizationId}/:
| Resource | Routes |
|---|---|
| Employees | GET and POST employees, GET and PATCH employees/{employeeId} |
Employee responses never include private details. The pre-boarding page uses the public GET and POST /api/v1/public/onboarding/{token} and POST /api/v1/public/onboarding/{token}/documents routes. See API and OpenAPI.
Last updated on
Files
How to store, share and download organization files in drives and folders, with uploads, versions, comments, share links, ZIP downloads and the Files API.
Hiring
How to open jobs, publish them on the careers page, move candidates through stages on a board, score and interview them, analyze CVs, send candidate emails and hire a candidate into People.