Employee Directory

The Employee Directory (Settings → Employees) is your organisation's roster of active and inactive staff. It feeds the offboarding wizard so you can quickly select an employee when creating a new departure.

Adding employees

Individually

1. Go to Settings → Employees
2. Click Add Employee
3. Fill in: Full name, work email, employee ID (optional), job title, department, phone (optional), GitHub username (optional)
4. Click Save

Only Admins and Superadmins can add, edit, or remove employees - everyone else sees the directory as read-only.

Via CSV import

1. Click Bulk Import
2. Download the sample template
3. Fill in your roster - required columns: full_name, email; optional: job_title, department, phone, github_username
4. Upload the file
5. PurpletGo skips any rows with a duplicate email address (matched against the rest of your org's roster, not just the file)

Employee statuses

An employee is automatically switched to inactive the moment their linked offboarding is marked completed - and switched back to active if that offboarding is later reopened.

Worker types

Every employee record also carries a worker type - Employee, Contractor, or Vendor - along with an optional contract end date. These aren't set from the Add/Edit Employee form today; they're populated through the API or when an org has HRIS sync configured. Where they matter is contract expiry: if a contractor or vendor has a contract end date and it arrives while they're still active, PurpletGo automatically opens an offboarding for them that day, using a lighter contractor-specific checklist (skipping payroll/benefits steps) when no other template has been configured to handle it.

Plan limits

Your plan controls how many employees you can store in the directory:

The directory shows a running count (e.g. "12 / 20 employees used") and warns you once you hit the ceiling. Bulk imports that would exceed your limit only import as many rows as you have room for - the rest are skipped and reported back so you know exactly who didn't make it in.

Editing & deleting

Click the pencil icon next to any employee to edit their details. Click the trash icon to delete. Both actions require Admin or Superadmin access.