Manage an employee's emergency contacts

Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR classic plans: Standard, Premium, Platinum

Sometimes an employee's emergency contacts need updating when their chosen contacts circumstances change. These changes can include needing to update an emergency contacts phone number if they change to a different service provider, or needing to add or remove contacts from the list if the employee's relationships change.

The Emergency Contacts feature is where you update these details if they change, with changes reflected throughout the entire platform. This means there is only one place you need to update your details if they change, ensuring your employee record on the platform is always up to date.

Getting started

Adding emergency contact details
  1. Click the People menu.
  2. Click the Employees list submenu.
  3. Select the employee that needs emergency contact details added.
  4. Click the Emergency Contacts tab.
  5. Click the Add Emergency Contact button.
    screenshot of employee file page highlighting add emergency contact
  6. Complete the following fields:
    • Contact name.
    • Daytime contact number.
    • After hours number.
    • After hours mobile.
    • Relationship.
    • Contact type:
      • Primary.
      • Secondary.
      • Additional.

    Important

    In order for an emergency contact detail to sync to the payroll platform, you must select either the Primary or the Secondary options.

  7. Click the Create button.
    screenshot of new emergency contact screen, highlighting create button

Maintain

Editing emergency contact details
  1. Click the People menu.
  2. Click the Employees list submenu.
  3. Select the employee that needs their emergency contact details edited.
  4. Click the Emergency Contacts tab.
  5. Click the Actions button.
  6. Click the Edit button.
    Screenshot of emergency contacts screen highlighting edit button.
  7. Update the relevant information and then click the Save button.
    Screenshot of edit emergency contact screen highlighting save button
Deleting an emergency contact details
  1. Click the Personnel menu.
  2. Click the Employees submenu.
  3. Select the employee that needs their emergency contact details deleted.
  4. Click the Emergency Contacts tab.
  5. Click the Actions button.
  6. Click the Delete button.
    Screenshot of emergency contacts screen highlighting delete button
  7. Click the Delete button on the confirmation popup.

Explore related content

  • Manage leave requests This feature within the Employee File module allows you to view all the leave requests associated with a specific employee. 
  • View performance reviews This feature within the Employee File module allows you to see the performance review details associated with a specific employee.
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