Staff, roles and organisation
Open an Employee 360 record
Use this Pixie CRM guide to open an employee 360 record. It covers the navigation path, key controls and the checks that confirm completion.
Where to goAdmin Area → Human Resources → Employee 360 record
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for open an employee 360 record, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Admin Area → Human Resources → Employee 360 record in Pixie CRM.
- Confirm the record, date range, filter, customer or staff context that the screen is currently showing before interpreting the result.
- Review the controls that matter for this task: Employee search, Dossier section, Restricted data, Output or view.
- Work through Open an Employee 360 record using the supported view or action, keeping the current filters and record context visible.
- Confirm the result against the record, activity history, report output or status shown by Pixie CRM before relying on it.
Fields and controls to review
Employee search
Dossier section
Restricted data
Output or view
Checks before you finish
- Apply least-privilege access.
- Confirm role, department and active status.
- Review sensitive permissions before enabling an account.
- Verify access using the intended role.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.