Employees

Employees in the sidebar lists everyone on your active workforce. Click an employee to see their documents, onboarding progress, and history.

Go to Settings → Onboarding to customize the onboarding template new hires receive — the list of items every new employee is asked to complete.

1. 1Pick an item from the Items list.
2. 2Toggle it Enabled or disabled for new hires.
3. 3Mark it a Critical document if onboarding shouldn't be considered complete without it.
4. 4Toggle Requires signature if the item needs a signed document.
5. 5Set Due in (days) — how many days after hire it's due.

Catalyst Engine automatically emails employees reminders for outstanding onboarding items — an onboarding packet, onboarding reminders, and critical document reminders. An employee's detail view has a Nudge log section showing every send, with a status badge: Sent, Opened, or Bounced.

Employees with stalled or bounced nudges surface on the workforce list so you know who needs a manual follow-up.

The Employees page header has two CSV export buttons. Export CSV downloads the workforce list as currently filtered — one row per employee. Export credentials downloads the audit-ready compliance export: one row per employee per credential, with whether it's held and its expiration date, covering both your organization's tracked credential fields and any extra credentials that employee holds.

The Interviews and Jobs pages have matching Export buttons in their headers, each downloading a CSV of that page's currently filtered view.