Employees
The Employees app (Pro+ tier) manages your team — employment data, contracts, salaries, time off, and recruitment integration.
Anatomy
An employee record holds:
| Section | Fields |
|---|---|
| Identity | Name, photo, personal email, work email |
| Work | Department, job position, manager, work address |
| Contract | Type (permanent / fixed-term), start date, end date, wage |
| Private | Address, phone, marital status, national ID, bank account |
| Documents | Uploaded scans of contracts, certificates |
| Time Off | Allocations + history |
| Skills | Optional skills matrix |
Each employee is also a PLANA user when given access to the system; the Related User field links the two.
Departments
Group employees into departments:
Employees → Configuration → Departments:
- Engineering
- Sales
- Operations
- Finance
- Marketing
- HR
Departments have managers, reporting hierarchies, and budget attribution.
Onboarding
When a new employee joins:
- Create the Employee record
- Generate a PLANA user account (Action menu → Create User)
- Assign the user's role(s) — see User roles
- Schedule onboarding activities (chatter → schedule)
- Upload signed documents to the Documents tab
A consistent onboarding checklist as activities ensures no step is missed.
Contracts
PLANA supports contract management with the OCA HR Contract module:
- Multiple contracts per employee (historical record)
- Type, salary, work schedule, applicable laws
- Renewal alerts (activities triggered before contract end)
For Bulgarian-specific contract types (постоянен трудов договор, срочен договор, граждански договор), configure the Type values in Configuration.
Privacy
Employee personal data is GDPR-protected:
- Visible only to HR managers and the employee themselves by default
- The "Private" tab is locked unless you have the HR Officer permission
- Audit log records every view of sensitive fields (for compliance)
For non-HR users in the workspace, the Employee record shows just the public info (name, job, department, contact).