- Module:
- HR & people, switched on in Settings → Modules
- Access:
- Staff and HR at Manage, set by role in Settings → Roles
On this page (7)
On this screen
Contract — new and edit
An employment contract, its type and its dates.
Meeting minutes — new and edit
Minutes kept against an HR matter.
Raise a staff case
Open an employment matter — a grievance, an investigation, a warning, a support plan.
- Confidential from the moment it exists: HR, the person it is about, and anyone HR individually names. Keep the clinical detail of your clients out of it.
Schedule performance review
Set a review and its due date.
Complete review
Record the outcome of a review.
New onboarding checklist
The list a new starter has to clear before working.
Resolve case
Close a staff case with an outcome.
- HR only.
Who can read this case
HR names one person at a time on one case, with the reason, and can open a case to the office or restrict it again.
- Every grant and every removal is audited with who did it and when.
HR & people · tab
People
The employment view of the team — contracts and employment details.
- The platform support login is deliberately absent, here and on the Staff screen; it is listed only under Settings → Security.
HR & people · tab
Onboarding
New starters and what each still has outstanding before they can work.
HR & people · tab
Performance
Review cycles and their outcomes.
HR & people · tab
Staff cases
Employment matters that need a file — grievances, queries, disputes, warnings and commendations.
- Raise a case against a staff member. It is confidential from the moment it exists.
- Use Access on a case to let one named person read that one case, and to say why.
- A case is readable by HR, by the person it is about, and by anyone HR has individually named on it.
- Only HR can change a case, including moving its status or resolving it.
- Set who is HR under Settings → HR access. Until somebody is named there, administrators can open HR cases.
HR & people · tab
Leave
Leave and sick-leave requests: approve or decline them, and see which clash with rostered shifts.
HR & people · tab
Minutes
Meeting minutes kept against HR matters.
This is the help Corella shows on this screen, word for word, written in its default words: client and carer.
