Review an employee record

An employee record is the single page that pulls together everything Bulk knows about one person on your workforce: their employment details, their training compliance, their leave balances, their attendance, and, when their record is linked to a Bulk login, the production work they logged. You open it to check on one employee before a decision: assigning them to a job, approving a leave request, confirming a certification is still valid, checking today's shift, or preparing for a return-to-work or shift handover.

Review employment details, training, leave records, and production here. With absences.manage_entitlements, you can also add or edit this employee's yearly leave allowance on the Absences tab. With attendance.manage, you can clock someone out, end a break, add a missed punch, correct a time entry, and manage their tablet PIN from this page. To create the record in the first place, see Create an employee. To record time off, see Record an absence.

Before you beginCopy Anchor Link

• The employee must already exist in your workforce. New records are added from the Employees list. See Create an employee.
• To open any employee record you need the employees.view permission. This is granted by default to the Super user, Entity admin, Manager, and People roles. If the Employees list is empty or a record will not open, ask an administrator to check your role.
• Some parts of the record need extra permissions:
  • The Absences entitlement figures need the absences.view_own permission.
  • Adding or editing a yearly leave allowance also needs absences.manage_entitlements.
  • The Training tab only appears if you have the training_assignments.view permission. Without it, that tab is hidden.
  • The Attendance tab and the Time clock card need the attendance.view permission. Clocking someone out, ending a break, adding a time entry, correcting a row, and managing the tablet PIN also need attendance.manage. Both are granted by default to the Super user, Entity admin, Manager, and People roles. Without attendance.view, the Attendance tab and the Time clock card are not on the record.
• Employees are scoped to a site (called an entity in Bulk). You see the records for the site you are working in.

Open a recordCopy Anchor Link

1. In the main navigation, go to People, then Employees.
2. Find the person in the list. Select their row to open the record. The web address ends in /people/employees/ followed by the employee's identifier.

The record opens with a header showing the employee's initials, their full name, and, below the name, their job title and employee code. Use the back arrow to return to the Employees list.

What each tab showsCopy Anchor Link

The record is organised into tabs. On Overview, Production, Absences, and Training, a sticky sidebar on the right stays visible. It holds the Overview card, the Training Summary card, and, when you can view attendance, the Time clock card between them. The Attendance tab does not use that sidebar. The Time clock card leads the page, above the week.

The sidebarCopy Anchor Link

• Overview card: the employment status badge (Active, On Leave, Pending, or Terminated) plus the core details: Employee code, Job Title, Department, Site, Shift, Manager, Email, and Phone, followed by Employment Type, Start Date, End Date (shown as Still active when there is no leaving date), and System Access. System Access reads Enabled when the record is linked to a Bulk login and No Access when it is not.
• Training Summary card: a compliance badge and progress bar, with three counts: Assigned, Completed, and Expired. Use this for an at-a-glance read on whether the person's required training is up to date.
• Time clock card, when you can view attendance: whether this person is on the clock, today's shift, and the tablet PIN. The buttons are described under Time clock card below.

Overview tabCopy Anchor Link

The default tab. It carries two snapshot cards:

• Production Snapshot: the current linked week's Good Output, Inspection, Rejects, Total Time, Sessions, and Quality Issues. If the record is not linked to a user account, this card shows No linked production data instead.
• Absence Snapshot, this year's Entitled Days, Days Used, Remaining, and Pending Requests, with a per-leave-type breakdown underneath.

Production tabCopy Anchor Link

A weekly view of the work this employee logged, keyed to their linked user account. A week navigator at the top moves between weeks, with a This Week button to jump back to the current one. Below it:

• Production Summary: the same six totals as the snapshot, for the selected week.
• Daily Output: a bar chart of Good and Inspection units per day.
• Daily Time: a bar chart of Timer time versus OEE / Downtime per day. (OEE, overall equipment effectiveness, is Bulk's measure of productive machine time; downtime is time lost to stoppages.)
• Daily Quality Issues, rejects and quality records grouped by category.

If the employee has no linked user account, the tab shows No user account linked with a Link User Account button, because production is recorded against the person's login, not their employee record on its own.

Attendance tabCopy Anchor Link

The Attendance tab appears when you have attendance.view. The Time clock card is at the top. Under it, the week is two cards: the totals, then Time entries.

• The week card shows the date range, previous and next arrows, and a This week button. The totals are Worked, Breaks, Clock-ins, and Needs review. If today's shift has started, they still have not clocked in, and nothing else is flagged, Needs review says Today's shift, no clock-in. When that tile is a button, select it to show only the flagged rows.
• Time entries is this person's week on the shared tablet: clock-ins, breaks, and clock-outs. The columns are In and out, Breaks, Worked, and Status. Each day is a band across the table, and today's band is marked Today. A late start shows Late and the minutes in Status. A finished shift with nothing unusual reads On time or Done.
• Select a row to open the punch history. The heading is What happened. Each line names the punch: Clock in, Break start, Break end, Clock out, or Undo, with the time and where it was recorded. A punch that was replaced or undone stays in the list, struck through, with a Replaced, Undone, Ignored, or Correction badge.
• With attendance.manage, correct from the row. A row that needs review has Fix. Any other row that is not voided has Edit. Either opens the entry. When the times can still be edited, Correct the times and Save changes record the correction. An approved entry has to be unapproved before those times can change. The open row also has Edit entry and Delete entry. Deleting stops those punches counting and keeps them in the ledger.
• When the person is on a break, End break sits beside Clock out and their first name on the Time clock card at the top of this tab. End break puts them back on the clock straight away. Clock out asks you to confirm. On a break, that confirmation reads End break and clock out, then closes the shift.

Time clock cardCopy Anchor Link

Time clock is the live card for this person. It leads the Attendance tab. On the other tabs it sits in the sidebar, between the Overview card and the Training Summary card, when you have attendance.view.

The headline is the same state the rest of attendance uses: On the clock, On break, Not in yet, or Done, with how long the current shift has run. When a shift is rostered today, the line under the headline starts with Due and the start and end times. On approved leave that line starts with Rostered instead. If they are late before clocking in, the headline adds the late time after Not in yet. After they clock in, it keeps the lateness as started and the same minutes, and the time entry row shows Late. Approved leave reads On leave today. Choose See the Absences tab under the headline to open the leave record.

Anyone who can view attendance sees the state and whether a tablet PIN is set. The buttons need attendance.manage:

• If they are on the clock, Clock out and their first name closes the shift after you confirm. If they are on a break, End break is beside that button.
• If they are not on the clock, Add time entry records a punch the tablet missed. The dialog is titled Add time entry. Set Clock in. Leave Clock out empty and choose Add clock in to record only that missed clock-in, or fill Clock out and choose Add entry to record the whole shift. It is saved as manual punches with your note.
• Tablet PIN is how they sign in on a shared clock-in tablet. When a PIN is set, Manage PIN opens Show PIN, Reset PIN, and Clear PIN. Show PIN displays the digits for a short time, and that reveal is recorded in the audit log. Reset PIN generates a new PIN, shows it once, and the old one stops working straight away. Clear PIN removes it until a new one is set. When no PIN is set, the card says No tablet PIN and offers Create PIN. They cannot clock in on the shared tablet until a PIN exists. If they are on approved leave and have no PIN, the card says Not set. and still offers Create PIN, without that warning.

Absences tabCopy Anchor Link

A full-year view of this employee's leave. A year navigator at the top moves between years, with a This Year button. Below it:

• Absence Summary, Entitled Days, Used Days, Remaining Days, and Pending Requests for the selected year.
• Leave Entitlements, each leave type with its used-of-entitled days and a remaining-days badge. When no allowance is set for the year, this reads No entitlement records.
• Absence Calendar: a twelve-month grid with each booked day marked, and a legend for Approved, Pending, Rejected, and Cancelled leave. Hover a marked day to see the leave type, status, and length.

With absences.manage_entitlements, select Add allowance on Leave Entitlements, choose the leave type, enter Allowance (days), and save. The allowance applies to the employee and year shown. Use the edit action beside an existing leave type to change its allowance, carried-over days, or adjustment. The saved balance counts approved leave against that allowance; pending requests stay separate.

Training tabCopy Anchor Link

When your role includes training visibility, this tab lists the employee's training assignments and their completion state. For the full training workflow (assigning, recording completion, and renewing), see Review training records.

Example: checking an operator before a job assignment at Leeds Fabrication PlantCopy Anchor Link

At Granite Peak Manufacturing's Leeds Fabrication Plant, a shift lead needs to put a press-brake operator, employee code EMP-0412, onto a new bracket-forming job next week. Before assigning them, the shift lead opens People, then Employees, and selects the operator's row.

On the record, the Training Summary card shows the operator is compliant on most items but has one Expired count. The shift lead switches to the Training tab, confirms the expired item is the press-brake safety refresher, and flags it for renewal. They then open the Absences tab, where the Absence Calendar confirms the operator's approved annual leave ends this Friday, so they are available Monday. Finally, the Production tab shows a healthy week of Good Output with no unusual Rejects. On the Attendance tab, the Time clock card shows whether the operator is on the clock, and Time entries shows today's shift, any lateness, and the week's punches. The shift lead has everything they need, pending the safety renewal, without leaving the page.

Expected resultCopy Anchor Link

Opening a record gives you a complete, current picture of one employee: their employment details and status in the sidebar, their training compliance at a glance, a week of production in charts, a year of absences on a calendar, and, when you can view attendance, whether they are on the clock and how this week's time entries look. Because the page reads live data, the figures reflect the latest records the moment you open it.

Limitations and availabilityCopy Anchor Link

This capability is generally available.

• Employment details, production, leave records, and training are reviewed here. Change those on the Employees list or in the related workflows. With absences.manage_entitlements, you can manage yearly leave allowances from this record. With attendance.manage, you can clock someone out, end a break, add a time entry, correct a row, and manage the tablet PIN.
• Production and System Access both depend on a linked user account. Production totals and charts only appear when the employee record is linked to a Bulk login; the same link drives the System Access field (Enabled versus No Access). An unlinked record shows No user account linked on the Production tab and No linked production data on the Overview snapshot.
• The Training tab is permission-gated. It only appears with the training_assignments.view permission.
• Attendance is permission-gated. The Attendance tab and the Time clock card appear only with attendance.view. The buttons that change a punch, a break, or a PIN appear only with attendance.manage.
• Production is a one-week view. The Production tab and the Overview snapshot show a single week at a time. Use the week navigator to move between weeks.

TroubleshootingCopy Anchor Link

• The record will not open, or the Employees list is empty. You likely lack the employees.view permission, or you are working in a different site than the employee. Ask an administrator to confirm your role and site.
• The Training tab is missing. Your role does not include training_assignments.view. The rest of the record still works; ask an administrator if you need training visibility.
• The Production tab says "No user account linked." The employee record is not tied to a Bulk login, so there is no production to show. Link the record to a user account, production data appears once the link exists and the person logs work. See Create an employee for how linking is set.
• Leave Entitlements shows "No entitlement records." No leave allowance has been set for that year. With absences.manage_entitlements, use Add allowance to assign one. Otherwise, ask someone with that permission to set the allowance for the year you are viewing.
• The Attendance tab is missing. Your role does not include attendance.view. The rest of the record still works. Ask an administrator if you need to see time entries.
• You can see the week, but not Fix, Clock out, End break, or Manage PIN. Your role does not include attendance.manage.
• The Time clock card says "No tablet PIN." This person cannot clock in on the shared tablet until a PIN is set. With attendance.manage, use Create PIN on the card.

Related guidanceCopy Anchor Link

• Create an employee
• Record an absence
• Use the absence calendar
• View the organization structure
• Review training records
• People overview