Navigating the Staff Profile Screen: A Comprehensive Overview (V2)

From Personal and Bank Details to Holiday Balances and Documents: Your Complete Guide to the Staff Profile Areas

Here, you will learn how to navigate through various critical sections, including Personal Details, Bank and Employment Information, Holiday Balances, Disciplinary Records, Notes, Check-Ins, and Staff Documents.

Each section offers unique functionalities designed to streamline the management of staff data efficiently and effectively. This article will ensure you can leverage the full potential of the Staff Profile to maintain comprehensive and up-to-date employee records.

Profile Card & Summary Table 

Here you will find a quick snapshot of the employees key information alongside their contract type, balances, age, job title and department followed by a number of quick action icons to move through. 

Employement 

This section of the staff profile offers a comprehensive insight into an employee's work arrangement and financial specifics. This area includes a variety of key components including contract types, detailed pay rate information, and additional contractual agreements. It also displays hierarchical structures such as reporting lines, along with employer contributions and specific rostering requirements. Payment settings, payroll company identifiers (like payroll ID), and guidelines for breaks are readily accessible. 

Personal 

HR team members can access and update vital personal and banking information to ensure all records are accurate and up-to-date. The Personal Details section includes key information such as name, date of birth, nationality, citizenship, contact information, addresses, and identifiers like passport information, along with educational backgrounds and emergency contact details. The Bank Details section allows users to manage banking information essential for payroll and reimbursements. 

Holiday 

The Holiday Balances section of the Staff Profile provides a clear overview of an employee's entitlements and usage of various types of leave. Here, users can view their remaining balances for annual leave, bank holidays, and time accrued in lieu. Depending on access permissions, the HR team members can also update these figures to reflect changes such as corrections to accruals. Additionally, those with appropriate permissions may access settings in the holiday and public holiday configuration areas. This ensures that all parties have the information needed to manage leave effectively and transparently.

HR 

In this section, you can manage key aspects of the team members development and records. This includes an overview of all check-ins, including the likes of performance reviews and well-being checks, and allows for the creation and tracking of career paths. Additionally, you can add employee-related notes and record disciplinaries, including logging appeals, ensuring comprehensive management of employee performance and conduct.

Documents 

Contract Changes