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Organise people records with appropriate access.

People administration involves records that should be easy for the right person to find and private from everyone else. Pixie CRM Human Resources brings employee information, leave and selected document workflows into a controlled staff environment. The configuration should reflect the organisation's responsibilities and the sensitivity of each record.

Start with the everyday staff journey

Identify the information needed when someone joins, changes role, requests leave or leaves the organisation. Give each task an owner and keep the required documents connected to the relevant employee record. A manager may need to review a leave request without seeing unrelated HR material. Use representative roles to test that distinction before introducing the workflow to staff.

Keep sensitive decisions with people

Set clear expectations for who maintains records, who approves requests and how corrections are handled. Collect only the information needed for the defined process and agree appropriate retention and export handling. Performance or employment decisions require context and human responsibility; a dashboard or automated rule should not make them by itself. Payroll, recruitment and specialist employment requirements should be scoped explicitly rather than assumed to be included in a general HR module.

Useful answers

What you might
be wondering.

Practical details for a better informed conversation.

Can staff leave requests follow an approval process?

Leave workflows are part of the published HR capability. Confirm the request fields, approvers, absence visibility and handling of changed or cancelled requests.

Does HR access follow ordinary CRM permissions?

HR information often needs a more restricted role design. Review the specific module permissions and test realistic staff and manager accounts rather than assuming general access settings are sufficient.

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