Available for the following HR plans: Free, Standard, Premium, Platinum
Available for the following user access levels: Manager, Admin
It is important for a manager or admin to easily be able to update their employees' personal details whenever that employee has a change to their information, such as their account email or home address.
This article explains how to use the Personal Details feature, which allows you to make these updates easily. Once updated, the changes are automatically reflected across the entire Employment Hero platform, meaning you only need to update the information once.
Manage account emails
Helpful Hint
When reactivating the profile of a terminated employee, we recommend you update their account email first. This way, they only need to access their new email address to confirm the change. Whereas, if you reactivate them then change their email afterwards, the employee will need both their old and new email addresses to verify the change.
- Click the People menu.
- Click the Employees List submenu.
- Select the employee whose account email needs to be reset.
- Click the Personal details tab under the Employment Record tile.
- Click the Edit pencil button for the Account email field.
- Enter the new account email into the New Account Email field.
- Click the Save button.
- An email will be sent to the employee. A dialogue will appear, click the Got it button.
The platform will now send the employee an email containing the steps to change their account email.
Note: As the account email change was made by a different user, the employee has to complete two verification checks. They need to do the following steps.
- Go to the inbox of your current email.
- Open the email verification message.
The email will come from 'no-reply@employmenthero.com' (just as all verification messages do) and have the subject 'Important! Verify the update to your Employment Hero Login'. - Click the Verify email button.
- Go to the inbox of your new email.
- Open the email verification message.
You will now receive an email similar to the one you opened in Step 2.
- Click the Verify email button.
- Enter your password in the Password field.
- Enter your password in the Confirm Password field.
- Click the Set Password button.
The manager or admin will do the first eight steps.
- Click the People menu.
- Click the Employees List submenu.
- Select the name of the employee whose account email needs to be reset.
- Click the Personal details tab under the Employment records tile.
- Click the Resend button in the Pending update notice.
- Enter the new account email into the New Account Email field.
- Click the Resend Now button.
- Click the Got it button.
The platform will now resend to the employee the email containing the steps to change their account email.
As the account email change was made by a different user, the employee has to complete two verification checks. To do this, they need to do the following steps.
- Go to the inbox of your current email.
- Open the email verification message.
The email will come from 'no-reply@employmenthero.com' (just as all verification messages do) and have the subject 'Important! Verify the update to your Employment Hero Login'.
- Click the Verify email button.
- Go to the inbox that your new email will have been sent to.
- Open the email verification message.
You will receive an email similar to the one you opened in Step 2.
- Click the Verify email button.
- Enter your password in the Password field.
- Enter your password in the Confirm Password field.
- Click the Set Password button.
Edit data
- Click the People menu.
- Click the Employees List submenu.
- Select the name of the employee whose details you need to update.
- Click the Personal Details tab under the Employment records tile.
- Click the Edit button.
- Complete the following fields:
- Title
- Full name
- First name
- Middle name
- Last name
- Preferred name
Note: This name will be displayed in features such as Goals, Shout-outs, Nominations, and Announcements.
- Pronouns
- Gender
- Address country
- Address line 1
- Address line 2
- Suburb
- Nationality
- Date of birth
- Marital status
- Personal email
- Personal mobile
- Display Mobile in Staff Directory and Organisation Chart.
- Select Yes or No to the Opt Out of Referral Program option.
- Home phone
- Timezone
- Click the Save button.
Explore related content
- Uploaded documents | HR Employee File This feature allows you to upload documentation against a chosen employee file and control who has access to this information.
- Management notes | HR Employee File This feature allows you to add information via a free text field to an employee's file, with no limit on the amount of notes you can add.
Comments
Hi
Can the email notification to the existing email be overridden as the employees is not active on the initial email they were setup on in Employment Hero.
So they will not be able to verify - "The employee will need to verify the email to confirm the changes."
Hi Lee-Ann Miller the best place to get a solution to your issue would be from our support team. If you contact our support team they can look into the above issue for you and hopefully provide a resolution.
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