Navigating the Staff Profile

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.

This guide will help you make the most of the Staff Profile so you can keep comprehensive and up-to-date employee records.

Customise your View

Before diving in, here's a handy tip: you can customise which columns appear in your staff profile list view.

Click the three dots menu, select 'Toggle columns', then switch columns on or off to personalise what you see. This lets you focus on the information most relevant to your work.

Profile Card & Summary Table

This gives you a quick snapshot of an employee's key information—contract type, balances, age, job title, and department. You'll also find quick action icons to help you navigate through different sections.

Explore our Quick Links!

➡️ Staff Profile: Profile Card & Summary

Employement

Need to check someone's pay rate, contract type, or rostering requirements? This is where you'll find it. The Employment section covers:

Contract types and detailed pay rates
Additional contractual agreements
Reporting lines and hierarchical structures
Employer contributions
Rostering requirements and roles
Payment settings and payroll IDs
Break Rule guidelines

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➡️ Staff Profile: Contract

➡️ Staff Profile: Payment

➡️ Staff Profile: Rostering

Personal

Keep vital personal and banking information accurate and up-to-date. This section includes:

Personal Details: name, date of birth, nationality, citizenship, contact information, addresses, passport details, educational background, and emergency contacts.

Bank Details: banking information essential for payroll and reimbursements.

Explore our Quick Links!

➡️ Staff Profile: Personal Details

➡️ Staff Profile: Education

➡️ Staff Profile: Emergency Contacts

➡️ Staff Profile: Bank Details