How the HR module on MyCo works

Managing a growing team requires more than just a list of names; it requires a centralized "Source of Truth" for every worker’s journey. The MyCo HR Feature is designed to help you streamline staff management by keeping track of employment status, historical notes, and critical compliance documents in one secure place.

Whether you are a small business or a large consultancy, this feature ensures that your HR records are organized, accessible, and most importantly compliant with industry standards.

Understanding the HR Tabs
When you open an employee record, the information is organized into specific tabs to help you find what you need quickly.

1. Summary & View/Edit:
Summary: Provides an at-a-glance view of the employee’s key details.
View/Edit: This is your primary area for updating basic contact information and personal details.

2. Additional Info & Forms :
Additional Info: A flexible space for data that doesn't fit into standard contact fields.
Forms: Access and manage any internal forms  submitted by the employee.

3. Communication:
Use this tab to send direct emails or official information to the worker. All outgoing communication is logged here, ensuring a clear paper trail of all correspondence.

4. Journal:
The Journal is your digital filing cabinet for "soft" data. Use this to keep a chronological record of:

• Meeting notes and 1-to-1 discussions.
• Performance feedback or disciplinary notes.
• General observations and significant workplace events.

Why it matters: It ensures that institutional memory is preserved even if managers change.

5. Employment :
This tab tracks the professional lifecycle of the worker within your organization.

Employment Status: Easily toggle between Active, On Leave, or Terminated.
Department & Type: Record which department they belong to and their specific employment type (e.g., Full-time, Part-time, or Contract).

6. Compliance :
The Compliance tab is a traffic-light system for your risk management. The system automatically tracks the health of an employee's file:

COMPLIANT: Shown when all necessary documents have been uploaded.
MISSING: A red-flag status indicating a required document is absent.
Expiry Tracking: If a document (like a certification) has an expiry date, the system displays it clearly to help you avoid lapses in eligibility.

Steps: How to Activate the Compliance Tab

Before you can track compliance, you must define which documents are required for your staff.

Navigate to Settings (gear icon) > Business Rules.
Click on Document Types.
Click the Add Document button.
Type the Document Title (e.g., "Right to Work" or "Professional License").
Required for Staff Compliance? Select Yes. (This ensures it appears in the employee's Compliance tab).
Track Expiry Date? Select Yes if the document needs periodic renewal.
Save. Once saved, the system will automatically audit every employee record against these rules.

Example Use Cases
Example 1 — Audit Readiness: Use the Compliance tab to quickly see a list of certifications that are expiring soon.
Example 2 — Performance Reviews: Reference the Journal tab during annual reviews to see notes from meetings held throughout the year.