Setting Up Employee Information

Created by Daniel Price, Modified on Tue, 31 Dec, 2024 at 3:24 PM by Daniel Price

Accessing Employee Information
- Click on the employee's name (e.g., Sally Jones).
- Overview of available options on the left-hand side:
  - Basic information
  - Work details
  - Personal contacts
  - Emergency contacts
  - Tagging
  - HR policies
  - Login management
Editing Employee Information
- Only administrators can make edits; employees cannot.
- To edit, click the pen icon on the right side.
- After making changes, click "save."
Personal and Emergency Contacts
- If data is already in a payroll system, avoid duplication.
- If no payroll system is set up, add necessary information.
- Edit and save emergency contact details as needed.
Tagging Employees
- Set up tags for employee responsibilities outside of position descriptions.
- Additional resources available in the support section for detailed tagging instructions.
Managing HR Policies
- Important to assign applicable policies to employees.
- Example: Motor vehicle policy is not applicable to all; toggle policies on or off based on employee responsibilities.
- Mandatory policies (e.g., code of conduct) must be assigned to all employees.
Managing Employee Access
- Options to revoke access or reset passwords.
- Enable two-factor authentication for enhanced security (organisational decision).
- Hide employees from the directory if necessary (e.g., business advisors not formally part of the org structure).