Resources gives your team a centralized place to view user profiles in Epsilon3.

From the new Resources page under the Planning module, users with the appropriate permissions can browse other users in the workspace and open a profile to view work-relevant information such as contact details, team name, location, timezone, skills, certifications, activity, and schedule.

For organizations using Epsilon3 for broader workforce management, Resources also adds dedicated areas for Performance Records and Personnel File information.

These sections make it possible for HR and administrators to maintain employee details, document growth over time, and keep sensitive personnel information in one place.

Access to Resources is controlled through Roles.

To view the Resources page and open other users’ profiles, a role must include View > Resources.

To manage Resources-related settings and edit resource records, a role must include Admin: Manage Resources.

Because this page can include sensitive employee data, access should be granted thoughtfully based on what each person needs to do in Epsilon3.

To access Resources, open the left navigation menu and go to Planning > Resources.

The Resources page displays a searchable table of users in your workspace. From here, you can browse users and review high-level information directly from the list, including:

Use the Search Resources field to quickly find a specific user. Once you locate the person you want, click their name to open their profile.

The page also supports bulk user updates. Select the box next to a user or users and click edit users.

Users with view-only access can browse the profiles of other users to see the basic information relevant to their work. View-only users will only be able to see the Details and Schedule tabs.

The Details tab is designed as the primary overview page for that resource. It gives a clear snapshot of the user’s profile information in a format that is easy to review without opening multiple settings areas.

When a profile is opened, the Details tab provides an overview of that user’s core information, such as:

This allows teammates, leads, and managers to quickly confirm who someone is, what team they belong to, and the best timezone to consider when coordinating work.

The Details page can also include additional informational sections such as Skills & Certification and Activity, depending on how your workspace is using Resources. Profile custom fields that have been made visible to all users appear here as well. Fields that have not been made visible to all users appear only on the restricted Personnel File tab.

The Schedule tab shows that user’s Work Schedule as a standard weekly schedule. Each day of the week is listed with columns for:

A Weekly Total is shown at the bottom.

This view is useful when confirming availability patterns, standard work hours, or expected scheduling structure for a specific resource. If no schedule has been configured, the daily rows will remain blank and the weekly total will reflect zero hours.

If your organization uses skills tracking, the Skills & Certification section will show any assigned skills or certifications. If none have been added, the profile will show that no skills are assigned.

The Activity section appears at the bottom of the Details page and can be expanded or reviewed to understand recent profile-related activity.

Open the user’s profile and click Performance Records.

The Performance Records tab is designed to provide a chronological record of performance observations, achievements, and growth-related notes for that user.

Each entry is displayed as a note in timeline-style order, showing who added the note and when it was recorded. This creates a running history that can help managers and HR teams document progress over time.

If you have permission to manage resources, you can add a new entry by clicking Add Note. This makes Performance Records a useful place to capture things like coaching observations, milestones, accomplishments, and promotion-readiness notes.

The entries can be edited or deleted by hovering and clicking the icon.

Because these records are tied directly to the employee’s profile, teams can keep performance context organized and easy to revisit.

The Personnel File is intended for confidential HR-managed information. At the top of the page, Epsilon3 clearly indicates that this information is restricted to authorized HR personnel only, and that users can never view their own personnel file. This applies to everyone, including workspace administrators and users with the Admin: Manage Resources permission. On your own profile the Personnel File tab is not shown at all.

This tab includes several sections for employee record keeping:

Your workspace can add its own fields to every user's record. These are not created on the personnel file itself. A custom field is defined once for the workspace under Settings > Configuration > Fields & Lists, then attached to user profiles under Settings > Users & Access > Users, in the User Custom Fields section at the bottom of that page.

Where an attached field appears depends on one setting, Visible to All Users:

To change a field's visibility later, open the User Custom Fields list, select the menu next to the field, and choose Edit.