Search the Employee Record Centre register
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Find an employee record using the browser search fields exposed by the v1.3.0 Employee Register.
Where to go Admin Area → Human Resources → Employee Record Centre
Code-backed scope These instructions follow Human Resource Management v1.3.0. Use only controls visible to your permission level and confirm the saved record or audit entry after every action.
Before you start
- Access to Admin Area → Human Resources → Employee Record Centre.
- The Human Resource Management: View capability or administrator access.
- The correct employee, record, period or authorised evidence.
Follow these steps
- Go to Employee Record Centre.
- Enter part of the employee’s name, HR employee number, department or job title in the Employee Register search.
- Select the matching employee card.
- Verify the employee number and status before opening or editing the record.
Fields and options
Register limitThe helper loads up to 500 employee profiles.
Sort orderOperational status first, then first name and last name.
Pending badgeShows when controlled amendments await approval.
What the module checks
- The action is permission-aware.
- Required values must pass the exact server-side validation.
- Verify the saved record and audit/log result.
What happens next
The module saves the permitted change and records the resulting status, version, delivery or synchronisation evidence. Reopen the relevant register and verify it.
Troubleshooting
- If the control is missing, confirm the required HRM permission and module version 1.3.0.
- If saving fails, correct the exact field or state named in the validation message.
- If an email/automation is missing, review the module delivery/audit log and host cron/mail settings.
HR data safety Restrict identity, right-to-work, payroll, bank, health, disciplinary and document information to authorised staff. Do not place protected values in free-text notes, email recipients or screenshots.
Browse connected topics: employee record centre
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