Personal Accounts Management

What is this?

"Personal Accounts Management" is a section designed for analyzing employees’ financial metrics and managing their personal accounts. Here you can track the costs the company incurs for each employee, as well as the revenue they generate through project participation or by completing key tasks.

The section includes a table displaying employee-related data.

Above the table is a filter bar containing:

  • A counter showing the number of entries;

  • View management controls;

  • Filter fields where you can specify a time period, enter an employee’s name, or filter data by company, business direction, department, or job position.

Available functions include creating and deleting employee cards, customizing table and filter settings, and exporting data to Excel. You can also adjust the composition and number of columns — making it easy to adapt the table to your current analytical needs.

Each row in the table includes a selection checkbox for batch deletion. Clicking the "Details" icon opens the selected employee’s personal account, providing comprehensive information about their accruals and financial records.

Additional resources:

Personal Account Settings

Data Export

Data Import