Overview
Sometimes an employee, manager, or admin will need to update their personal details when their circumstances change. These changes can include needing to update their account login email if they switch email provider, their home address if they have moved, or their mobile phone number if they change to another carrier.
The Personal Details feature is where you update these details if they change, with the HR platform reflecting these changes throughout the entire platform. This means there is only one place you need to update your details if they change, making sure your employee record on the HR platform is always up to date.
Important
The email verification process requires all users to verify their details every time they update their own account email or another user's account email.
Availability
| HR Plan: | Premium | Platinum |
| User Access: | Employee | Manager | Admin |
We base the default access level on a per user basis and whether they have view, edit and delete access and excluding any changes made via our Custom Security feature.
Getting started
The below premise will walk you through how to reset your account email.
Important
The first eight steps will need undertaking by an employer.
- Click the Personnel menu.
- Click the Employees submenu.
- Select the employee whose account email needs resetting.
- Click the Personal Details tab.
- Click the Edit button.
- Enter the new account email into the New Account Email field.
- Click the Save button.
- Click the Got It button.
Important
After clicking the Got It button, the platform will email the employee the steps needed to change their account email. This means an employee will undertake steps 9 to 11.
- Open your email account, select the email verification email and click the Verify Email button.
- Complete the following fields:
- Password.
- Confirm password.
- Click the Set Password button.
Important
The first eight steps will need undertaking by an employer.
- Click the Personnel menu.
- Click the Employees submenu.
- Select the employee whose account email needs resetting.
- Click the Personal Details tab.
- Click the Resend button.
- Enter the new account email into the New Account Email field.
- Click the Resend Now button.
- Click the Got It button.
Important
After clicking the Got It button, the platform will email the employee the steps needed to change their account email. This means an employee will undertake steps 9 to 11.
- Open your email account, select the email verification email and click the Verify Email button.
- Complete the following fields:
- Password.
- Confirm password.
- Click the Set Password button.
Maintain
The below premise will walk you through how to edit an employee's personal details.
- Click the Personnel menu.
- Click the Employees submenu.
- Select the employee whose details need updating.
- Click the Personal Details tab.
- Click the Edit button.
- Complete the following fields:
- Account Email.
Important
Admins and managers cannot edit an account email once a user is active. A user is active once they have logged onto the platform.
- Title.
- Mr.
- Ms.
- Mrs.
- Miss.
- Dr.
- Mx.
- First name.
- Last name.
- Middle name.
- Preferred Name.
Important
If a user completes the Preferred Name field, then the HR platform will show this name in the following features:
- Goals.
- Shout outs.
- Nominations.
- Announcements.
- Staff directory (mobile application).
- Organisation chart.
The employee tagging functionality in the HR platform will only pick up the employee by their preferred name, not their first or last name.
- Gender:
- Female.
- Male.
- Non-binary.
- Prefer not to say.
- Address country
- Address line 1.
- Address line 2.
- Suburb.
- Nationality.
- Date of birth.
- Marital status.
- Personal email address.
- Personal mobile number.
- Select Yes or No to the Display Mobile in Staff Directory and Organisation Chart option.
- Home phone number.
- Click the Save button.
Author recommended
So you have now managed your personnel details and you are now wondering, what next can I do. There are two recommendations I would make on this front and they are:
- HR employee file: Uploaded documents This feature allows you to upload documentation against a chosen employee file and control who has access to this information.
- HR employee file: Management notes 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
Article is closed for comments.