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What is in my personnel file?

In this article we’ll explain how to add fields to the personnel files.

Adding extra fields to the personnel file

Capturing extra information in notes

Keeping confidential notes on a colleague

View an overview of teams and team leaders

View an overview of archived colleagues

Create an export of all profile data

Configuring a colleague's language and time zone

Configuring a colleague's currency

Receiving reminders for work anniversaries

Receiving reminders for birthdays

Personnel files

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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