Employment module guide

This Employment module guide covers what your organization owes under employment law: the filings, benefit and equity plans, key-person and collective agreements, and sponsored work authorizations tied to your workforce. It is not an HR system — people management stays in your HR tools. Employee acknowledgment of an internal policy, such as a code of conduct, is tracked on the policy itself in the Policies module, not here. An employment matter — a wage claim or an agency charge, for example — connects to the agreements and filings here from the Matters module.

Filing Obligations and Filings

The Filing Obligation

An Employment Filing Obligation is the standing requirement to make a given workforce-compliance filing in a given jurisdiction — what your organization owes, how often, who prepares it, and the filing authority it’s owed to.

The Employment Filing

Each Employment Filing is a dated instance filed under its obligation for a single reporting period, recorded with its status (filing authority comes from the parent obligation) — a demographics report such as an EEO-1, a benefit-plan report such as ACA reporting (1094-C / 1095-C), a workplace-safety report such as an OSHA 300 log, or a pay-equity, new-hire, unemployment-insurance, or work-authorization report.

Creating an Obligation and Filing

Creating or editing these records requires Editor access to the Employment module.

1. From the Employment list, create or select the Employment Filing Obligation for the filing type and jurisdiction — for example, an annual EEO-1 obligation.
2. Under that obligation, click New to add the Employment Filing for the current reporting period.
3. Set the period and status, then click Save, and open the record to attach the filed report and set a deadline reminder.

Benefit and Equity Plans

Benefit Plan Records

A Benefit Plan tracks an employee benefit plan your organization sponsors — a retirement, health, welfare, or deferred-compensation arrangement. Its document register holds the plan document, amendments, restatements, adoption and trust agreements, summary plan descriptions, and determination letters.

Equity Plan Records

An Equity Plan tracks an equity incentive arrangement — a stock option, restricted stock, purchase, phantom equity, or profits interest plan — with its share reserve. Individual Equity Plan Grant records hold each person’s award and vesting, and the plan’s document register holds the plan document, amendments, and related agreements.

Agreements With Key People

Key Person Agreements

A Key Person Agreement records an individual employment, executive, consulting, or separation agreement with a named person, including compensation and severance terms, and Key Person Agreement Restrictive Covenant rows for non-compete, non-solicitation, confidentiality, non-disparagement, and garden-leave terms, plus a document register. The module scopes this register to agreements a diligence review would surface, not a full employee roster.

Collective Agreements

A Collective Agreement records a collective bargaining agreement, works-council agreement, or other agreement with an employee representative body — who it covers, when it expires, and its renegotiation-notice due date — along with a document register.

Sponsored Work Authorization

A Sponsored Work Authorization tracks your organization’s sponsorship of a named person’s right to work in a jurisdiction: the visa, permit, or sponsored-status expiry, the sponsor registration it’s held under, and immigration counsel. It covers only people your organization sponsors, not workforce-wide verification.

Who Can Access Employment

• Viewing requires access to the Employment module.
• Creating or editing any record in this module requires Editor access.

On Enterprise plans, access group scoping limits the list to records within your assigned access groups.