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People and teams

Your team’s details, leave and reviews, without the spreadsheet.

One list for staff, with leave and reviews alongside. Each person sees only what their role allows.

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N
NadiaStaff · Sales
DetailsLeaveReviewsNotes
Role
Sales lead
Start date
March 2024
Team
Sales
Manager
Raj
Leave
WhenTypeStatus
This ThursdayAnnual leaveApproved
August, 2 daysSick leaveTaken
December, 3 daysAnnual leaveRequested
Reviews

JuneRaj: a strong quarter; now looks after the café accounts.

NextDecember review, with Raj.

The problem

Staff records sit in a spreadsheet only one person can edit.

Leave is tracked in messages, and reviews get forgotten.

How it works

From one person’s spreadsheet to a list the team can share.

  1. 1Bring your staff list inA spreadsheet or the app you use today.
  2. 2Track leave and reviewsAs lists that link to each person.
  3. 3AskAsk about your team in plain words.
  4. 4Share safelyGive each person a role on a whole Space or on single lists, so a pay list stays with the people allowed to see it.

Reviews

Whose review is overdue, at a glance.

Ask whose reviews are overdue and get each person with the date it was due, and the rows it came from.

Whose reviews are overdue?
OperatorRead 2 review rows, 2 staff

Two reviews are overdue1: Raj’s was due September 30, and Nadia’s October 6.

Overdue2reviews
Most late15 daysRaj
PersonDueLate
RajSep 3015 days
NadiaOct 69 days
1Reviews · overdue · 2 rows2Staff · 2 rows

Roles at work

The team list for everyone, the pay list for a few.

Someone invited to one list sees only that list. Keep pay in its own list and share it with the few who need it.

P
PayList · People
RowsAccess
Shared with
2 people
Staff list
Everyone
Pay list
Nadia, Raj
Space
People
Who can see the Pay list
PersonRoleSince
NadiaAdminMarch
RajAccountantMarch
Activity

Mon 9:02Raj was given the accountant role on Pay.

Comes with

Everything the template starts with.

  • Employees and LeaveLinked lists, ready for your own rows.
  • Leave on the calendarThe Space calendar shows who’s away, day by day.
  • Roles per Space or listShare the team list widely and the pay list with a few.

Ask it like this

Questions it answers today.

  • Who was hired this month?এই মাসে কাকে কাকে নেওয়া হয়েছে?
  • Whose reviews are overdue?কার কার রিভিউ ওভারডিউ?

Trust

Every number comes from your own rows.

The Operator works each figure out from your data, shows where it came from, and asks before it changes anything.

  • TracedEvery figure links to the rows and the query that produced it.
  • ApprovedChanges the Operator proposes wait for your yes. Most changes can be undone, and a deleted list can be restored for 7 days.
  • ScopedEach Space sees only its own rows; the Operator reads only what your role allows.
  • Your AI privacy levelChoose, per Space, what a model may see: names and values, names only, stand-in names, or nothing.

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Related

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Start with one question.

Ask the Operator anything about DataXGen AI here, or start your trial and ask it about your own business.

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