Overview
The Employee Details page allows users to view and manage all core information associated with an employee’s profile. Overall, this page serves as the central hub for maintaining an accurate and functional employee record.
Header Section
Type: Input field
Function: Stores the employee work email. This is the primary identifier for login, notifications, and account association.
OAuth Enabled
Type: Status indicator (toggle or read-only flag depending on permissions)
Function: Shows whether O-Auth (SSO) authentication is enabled for this account.
Identity Information
First/Middle/Last Name/Suffix
Type: Input fields
Function: Name of the employee. Used across the system for identification and reporting.
Employee ID
Type: Input field
- Read only for non-admins
- Once the value has been saved, this becomes read only for all users. If any additional changes are required, please reach out to support@custodia.ai.
Function: Company Internal HR or payroll identifier. Useful for integrations and data mapping.
Contact Information
Office Phone Number and Extension
Type: Input field with country indicator
Function: Default office phone number and Number Extension
Mobile Phone Number
Type: Input field with country indicator
Function: Stores the employee mobile number. Used for notifications, SMS approvals, and security verification when applicable.
Office
Type: Dropdown
Function: Assigns the employee to a company office location
Organizational and System Settings
Subsidiary
Type: Dropdown
Function: Assigns the employee to a legal entity within the organization. This controls permissions, reporting, budgets, reimbursements, and compliance boundaries.
Approver
Type: Dropdown or searchable selector
Function: Dropdown returns all users with the "Approvers" role. This defines the direct manager or approval owner who will receive requests from this employee.
Language
Type: Dropdown
Function: Sets the display language for the user interface for this employee.
Payment System
Type: Dropdown
Function: Specifies the payment engine for reimbursements.
Tags
Type: Input field (multi-value)
Function: Used to assign custom labels that can drive rules, reporting filters, or automations.
Termination Date
Type: Read-Only field
Function: Used to show the scheduled termination of the employee which triggers deactivation, budget shutdown, or permission removal. This date is defined during the employee termination process.
Home Address Section
Search by Full Address
Type: Autocomplete input field
Function: Allows the system to search for and autofill a structured address based on Google Maps.
Footer Actions
Activate
Type: Button
Function: Activates the employee account so they can log in. Can be used with username/password login.
Invite
Type: Button
Function: Sends an invitation email to the employee to join the platform. Can be used for SSO logins.
Lock
Type: Button
Function: Locks the account and prevents login.
Reset Password
Type: Button
Function: Sends instructions via email to the employee to reset their password.
Save
Type: Button
Function: Saves all updates made on the page.
Close
Type: Button
Function: Exits the page without saving changes.