October
See it in 30 minutes
Core HR · October People

Know your people.
Keep the details together.

One current employee record for profiles, reporting lines, documents and the everyday work around them. Give employees, managers and HR a useful view of the same organisation.

Find a person. Get the full picture.
The people directoryNorthstar · Example workspace
Employee record

Naledi Mokoena

Product Designer

Team
Product
Reports to
Alex Morgan
Joined
12 September 2024
naledi@northstar.example
Employment contractEquipment assigned

Interactive example · Illustrative people and data

One record
per person, read by leave, reviews, pay and every other module
Full · standard · none
access set per module, on top of each person’s role
Native e-signature
signed copies filed against the employee automatically
Who viewed whom
access reports and a tamper-evident audit log

Who it’s for

Every HR team needs a record. Few have one they trust.

Core HR is the part nobody notices until it is wrong. These are the situations where it matters most.

A 300-person retailer across 14 stores

Store managers move, stores open and the structure changes every quarter.

The need

“After the last restructure, nobody could say for certain who reported to whom.”

How October helps

Reporting lines sit on each record and the org chart draws itself from them. Branch and location are fields on every profile, so the directory filters to a single store in a click.

A group with SA and US entities

Two legal entities, two sets of rules, one HR team.

The need

“We keep separate spreadsheets per country and they never quite agree.”

How October helps

Entity, branch and location live on the same profile. Public holidays follow each person’s country, and the South African and US compliance modules work from the same record.

An HR team of one

Contracts, ID copies and policies spread across inboxes and a shared drive.

The need

“I spend Friday afternoons chasing signatures and looking for the latest contract.”

How October helps

Send letters from templates that fill in employee details, get them signed in the browser and find the signed PDF in the person’s files. Expiry dates and acknowledgments are tracked for you.

A scale-up preparing for audit

Finance, the board and an auditor all asking about access.

The need

“Can you prove who has looked at salary and personal data this year?”

How October helps

Field visibility, locked fields and per-module access control who sees what. Access reports show who viewed each record, and the audit log is hash-chained so tampering shows.

Why the record breaks

Five systems, five versions. None of them current.

TodayA spreadsheet, the payroll system and a shared drive each hold part of a person. They drift apart within weeks.

With OctoberOne profile holds employment, entity, branch, manager, leave policy, documents and history. Payroll integrations keep it in step.

TodayThe org chart is a slide someone updates before board meetings. It is wrong the day after.

With OctoberChange who someone reports to and the org chart, manager dashboards and approvals follow straight away.

TodayContracts go out as PDF attachments. Signed copies come back by email, or not at all.

With OctoberTemplates merge employee data, signers sign in the browser, and every step from sent to signed is recorded and filed.

TodayWhoever has the spreadsheet can see everything in it, including ID numbers and home addresses.

With OctoberEach field is visible to everyone, managers or HR only. Sensitive fields can be locked so only HR can change them.

Inside Core HR

The record the rest of October runs on.

Keep people, structure and paperwork in one place, with the right access for each role.

Employee record

One profile, with the history attached.

Every person has a profile with their role, manager, entity, branch, location, leave policy and probation status. Add custom fields for anything specific to your business. With the Audit Trail module, HR sees each change with the before and after values.

  • Standard and custom fields
  • Entity, branch and location per person
  • Change history with before and after values
Lindiwe Khumalo · ProfileIllustrative example
Lindiwe KhumaloStore Manager · Retail operations · Reports to Pieter van Wyk
Employee #EMP-0412
EmploymentFull-time · Active
EntityHarbourline (Pty) Ltd
BranchCape Town · V&A store
LocationSouth Africa
Leave policySA retail · store staff
Hire date3 Mar 2024
Probation endsCompleted
Change history
  1. Reports to: Ayesha Patel → Pieter van WykRegional restructure · HR import · 2 Sep
  2. Job title: Assistant Manager → Store ManagerEdited by Megan (HR) · 14 Jul
  3. Branch: Canal Walk → V&A storeEdited by Megan (HR) · 14 Jul
Change history is visible to HR and admins.

Structure

An org chart that keeps itself current.

The org chart reads reporting lines straight from the records. Search, filter by department and expand a branch to see a team. Positions and requisitions show the roles you have and the ones you plan to fill.

  • View by department or by manager
  • Bulk manager updates for restructures
  • Departments, positions and requisitions
Org chart · Retail operationsIllustrative example
Department: Retail operationsBy manager
38 people
Pieter van WykRegional Manager · Western Cape
Lindiwe K.V&A store · 14
+ 14 direct reports
Jason A.Canal Walk · 11
+ 11 direct reports
Ayanda N.Stellenbosch · 9
+ 9 direct reports

Documents

Paperwork that files itself.

Store contracts, certifications and ID documents on the person. Send letters for e-signature from templates with merge fields such as job title and manager. Track who has acknowledged a policy and which certificates are about to expire.

  • E-signature with a full audit trail
  • Signed copies filed to Employee files
  • Acknowledgments and expiry alerts
Documents · Lindiwe KhumaloIllustrative example
Sent for signature

Role change letter · merged from the “Promotion letter” template with {job_title}, {manager_name} and {salary}.

SentViewedSignedFiled
Employment contract.pdfEmployee files · Signed 3 Mar 2024
Signed
Code of conduct 2026Company document · Requires acknowledgment
Acknowledged
First aid certificateExpires 30 Nov 2026
Expiring

Access

The right detail for the right person.

Roles set the broad shape: owner, admin, HR manager, manager and employee. Module access and field visibility fine-tune it. Pay, payroll and equity modules can only be granted by an owner.

  • Field visibility and locked fields
  • Full, standard or no access per module
  • Access reports and exportable audit logs
Employee fields · VisibilityIllustrative example
FieldVisible toEmployee
Home addressHR onlyCan edit
Emergency contactsManagersCan edit
Demographics (EE)HR onlyLocked
Tax numberHR onlyLocked
Shirt sizeEveryoneCan edit
Access report · Lindiwe Khumalo
Megan R. · HR ManagerViewed profile · Today 09:12
Pieter van Wyk · ManagerViewed profile · Yesterday 16:40

A restructure, start to finish

Three regions become two. The record keeps up.

An illustrative regional restructure at a 300-person retailer with one HR manager.

  1. Mon 09:00
    HR manager

    Exports the directory, updates the manager column for 38 store staff and imports the file with ‘Automatically give Manager access’ switched on.

  2. Mon 09:05
    October

    Updates the records and gives two new regional leads Manager access. Nobody else’s access changes.

  3. Mon 09:10
    Regional manager

    Opens the org chart filtered to Retail operations and sees the new Western Cape region with its three stores.

  4. Mon 11:00
    HR manager

    Sends role change letters from one template. Each fills in the person’s new title and manager.

  5. Tue
    Store managers

    Sign on their phones. The signed PDFs land in their employee files, and each record shows the change in its history.

Employee import · ResultsIllustrative
38Records updated
2Given Manager access
Lindiwe K. · Ayesha PatelPieter van Wyk
Jason A. · Ayesha PatelPieter van Wyk
Riaan S. · Ayesha PatelTumelo Mokoena

Reporting lines, the org chart and every manager view now read from the updated records.

One record. Everyone working from it.

How it works

Bring your people across. Then build on the record.

  1. 1

    Import or connect

    Import a spreadsheet of employees, or connect Google Workspace or Microsoft 365 so joiners appear automatically. Existing people are matched by email.

  2. 2

    Set the rules

    Choose which fields are required, who can see them and which ones employees can edit. Set module access for each role.

  3. 3

    Connect the rest

    Link your payroll provider, calendars and Slack or Teams. Leave, onboarding, reviews and pay then read from the same record.

Privacy by default

Personal data, handled like it matters.

  • Role-based access

    Five roles, with full, standard or no access per module. Managers see their own teams, not the whole company.

  • Owner-gated pay data

    Compensation, payroll, equity and pay reviews can only be granted by an owner.

  • Tamper-evident audit

    With Audit Trail, each log entry is hash-chained to the one before it, and access reports show who viewed which records.

  • Read-only directory sync

    Google and Microsoft directory sync reads from your identity provider and never writes back to it.

Inside core hr

Made for the work
behind the moment.

Explore the workflows, tools and practical details that support core hr throughout the working day.

01 / Employee data & documents

Everything, organised.

Every employee has one profile: personal details, contracts, certifications, ID documents, reporting lines and history. Employee files, contract templates, e-signatures and service requests live beside the record instead of in a shared drive.

  • Searchable employee profiles
  • Employee files and contract templates
  • Pending signatures and e-sign
  • Service requests and letters
02 / Org charts & assets

See your structure. Manage your resources.

Dynamic, auto-updating org charts visualise reporting lines and team structures with search, zoom and a department filter. Positions and requisitions define the roles you have and the ones you need. Asset management tracks laptops, phones, licences and equipment per person.

  • Interactive org chart with mini-map
  • Departments and positions
  • Requisitions for new headcount
  • Assets assigned to people
03 / Dashboards for every role

Your view, your way.

Every user gets a personalised home: employees see tasks, surveys, leave balance and goals; managers see team morale, 1:1 cadence and approvals; HR and executives see the metrics that matter to them. A single action counter surfaces everything pending.

  • Employee, manager, HR and executive views
  • Tasks, approvals and documents to acknowledge
  • Goals, leave and recognition at a glance
  • One counter for everything to action
04 / HR inbox & help

Every question, answered from one queue.

Employees raise tickets and service requests; HR works them from a central inbox with analytics on volume, categories and resolution time. Documents, policies and the help centre sit alongside so most answers are one search away.

  • My tickets and HR inbox
  • Help-desk analytics and SLAs
  • Central document repository
  • Policy acknowledgements
05 / Social feed & celebrations

Culture, built into the platform.

A company-wide feed keeps everyone connected: announcements, shout-outs, birthdays, work anniversaries and milestones. Culture stops living in a separate app.

  • Company feed and announcements
  • Automated birthdays and anniversaries
  • Recognition surfaced in the feed
  • Contractors and blended workforce reporting
Intelligence inside the workflow

Policy and announcement drafting

Generate policies, announcements and job descriptions from your own context.

Search that understands people

Find a person, a document or a setting from anywhere with one shortcut.

Explore AI across October People
The full picture

There’s more
inside.

Explore the detail behind core hr.

Directory+
  • Employees
  • Departments
  • Org chart
  • Positions
  • Requisitions
  • Assets
  • My assets
Social+
  • Feed
  • Celebrations
Contractors+
  • Contractors
  • Contractor compliance
  • Workforce report
Documents+
  • Documents
  • Employee files
  • Service requests
  • Pending signatures
  • Contract templates
Get help+
  • My tickets
  • HR inbox
  • Help-desk analytics
Platform+
  • Global search (⌘K)
  • Notifications
  • Help centre
  • Support chat
Keep the story moving
Next, explore onboarding

A first day
worth looking forward to.

Explore people operations
Core HR3 answers

Questions,
answered.

Can we migrate from our current HRIS?

Yes. October imports employee data, documents and organisational structure, and integrates with 40+ HR and workplace systems so you can run the shared record first and phase other modules in.

Who can see what?

Role-based permissions govern every field and document. Access reports and audit logs show who has access to what and what they did with it.

Does it support contractors and multiple entities?

Yes. Contractors have their own profiles, compliance tracking and a blended workforce report. Multi-location and multi-country organisations are supported with regional compliance modules.

Start with your organisation

See Core HR in your working day.

We’ll walk through the real product with your team and show how it connects to the rest of October People.