# The employee record

> In Weplanify, the employee record brings together everything about a person in five tabs, with sections that you edit one at a time, separately.

- Product: Weplanify (https://weplanify.io)
- Section: Employees
- Web page: https://weplanify.io/docs/employes.fiche?lang=en
- Other language: https://weplanify.io/docs/employes.fiche.md
- Last updated: 2026-09-29

In Weplanify, the record opens when you click an employee. At the top: their name, status, job, site and contract.

![Samba Diallo's record, Information tab: identity, position and organization, what depends on it](https://firebasestorage.googleapis.com/v0/b/weplanify/o/docs%2Femployes%2Fmaj-2026-09-28%2Fem-fiche-62482b98.webp?alt=media&token=d23e475f-b219-45bc-9bfd-ef0df251e0ba)

## The tabs

- **Information**: identity, position and organization, contact details, emergency contact, identity documents, [time tracking and leave](https://weplanify.io/docs/employes.fiche.pointage?lang=en), [payroll](https://weplanify.io/docs/employes.fiche.paie?lang=en) and [custom fields](https://weplanify.io/docs/employes.champs-personnalises?lang=en).
- **Contracts**: the [contracts](https://weplanify.io/docs/employes.contrats.cycle?lang=en), with payroll access. **Leave and absences**: their [leave counter](https://weplanify.io/docs/absences.soldes-de-conges?lang=en).
- **Documents**: their [documents](https://weplanify.io/docs/documents.fiche-employe?lang=en). **Access**: the [app](https://weplanify.io/docs/employes.application?lang=en), their [role and access](https://weplanify.io/docs/employes.acces?lang=en).

## Good to know

- Each section has its **Edit** button, then **Save section**. "Record … % complete" and the "to fill in" notes show what is missing.
- **What depends on it** recalls the effect of the site, the manager and the hours; **History** keeps the changes.
- The ⋯ button offers **Show QR code** (their badge), **Manage fields** and **Delete**; **Invite** opens the [web](https://weplanify.io/docs/employes.inviter?lang=en) to them.

## Related guides

- [An employee's clock-in settings](https://weplanify.io/docs/employes.fiche.pointage?lang=en) — In Weplanify, the Time tracking and leave section of the record sets how the employee clocks in and what, for them alone, differs from company rules.
- [An employee's family and payroll situation](https://weplanify.io/docs/employes.fiche.paie?lang=en) — In Weplanify, the record keeps an employee's family situation, social security numbers and bank details, which every payroll run takes into account.
- [Add your own fields to the employee record](https://weplanify.io/docs/employes.champs-personnalises?lang=en) — In Weplanify, add to every employee record the information that is specific to your business: uniform size, driving licence, blood group, etc.
- [A contract's statuses: suspend, terminate, activate](https://weplanify.io/docs/employes.contrats.cycle?lang=en) — In Weplanify, the record's Contracts tab shows the running contract and its history, and what each action changes for the employee's payroll.
- [Leave balances](https://weplanify.io/docs/absences.soldes-de-conges?lang=en) — In Weplanify, each employee has a leave counter: earned since the return date, taken, and available balance, shown on their record and in the report.
- [An employee's documents](https://weplanify.io/docs/documents.fiche-employe?lang=en) — In Weplanify, the Documents section of the employee record gathers their papers by type: contract, ID document, certificates and signed copies.
- [See who uses the app and cut someone's access](https://weplanify.io/docs/employes.application?lang=en) — In Weplanify, see for each employee whether they use the mobile app, send them the link, or cut their access without touching their record at all.
- [Give an employee a role and access](https://weplanify.io/docs/employes.acces?lang=en) — In Weplanify, make an employee a manager or an administrator from the Access tab of their record: role, groups they manage and what they can do.
- [Invite an employee to the web version](https://weplanify.io/docs/employes.inviter?lang=en) — In Weplanify, invite an employee, often a manager, to the web version: they receive an email link to create their password and then sign in.
- [Manage your employees in Weplanify](https://weplanify.io/docs/employes?lang=en) — In Weplanify, each employee has a record used everywhere: planning, time clock, leave and payroll. Here is how to create it and keep it up to date.
- [Have your agents' QR badges made](https://weplanify.io/docs/configuration.badges-qr?lang=en) — In Weplanify, give your badge supplier a single link to download the clock-in QR codes of all your agents, without exporting them one by one.
- [Structure the company: divisions, departments, teams](https://weplanify.io/docs/configuration.structuration?lang=en) — In Weplanify, describe how the company is organised in levels (division, department, team) with a manager for each one and the level it reports to.
- [Manage jobs and sub-jobs](https://weplanify.io/docs/configuration.postes?lang=en) — In Weplanify, create the list of jobs with their colour and their sub-jobs: they are used on employee records, for day labourers and in the planning.
- [Employee, manager, administrator: who sees what in Weplanify](https://weplanify.io/docs/demarrage.roles?lang=en) — In Weplanify, each person has a role that sets what they see: their own data, the employees of the groups they manage, or the whole company at once.
- [A manager's access by module: none, view or manage](https://weplanify.io/docs/demarrage.acces-modules?lang=en) — In Weplanify, a manager only opens the chosen modules, for the employees of their groups: View to consult, Manage to create, edit and approve.
- [Search and filter the employee list](https://weplanify.io/docs/employes.liste?lang=en) — In Weplanify, the employee list can be searched by name, filtered by group or criterion, shown as a table or as cards, and it also lists the managers.
- [Choose how an employee clocks in](https://weplanify.io/docs/pointage.modes-de-pointage?lang=en) — In Weplanify, each employee clocks in one way only, chosen on their record: by scanning the QR code, by geolocation or by facial recognition.
- [Choose who approves a step of the circuit](https://weplanify.io/docs/validations.responsable?lang=en) — In Weplanify, choose who approves a step: the manager, the head of a site or a department, specific people, or a different person depending on rules.
- [Choose a substitute and people in copy](https://weplanify.io/docs/validations.remplacant?lang=en) — In Weplanify, a substitute approves instead of an absent, silent or missing approver; people in copy follow every request and decision without approving.
