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An employee's profile

Select a name in Employee → Employees and you land on that person's profile: one page that gathers their details, their pay, their time, their leave and the things they hold. This page describes what is on it, who can open it in full, and what Edit offers.

Before you start

Who sees what is decided by the profile page itself:

You are You see
Anyone with permission to view employees (HR Head, HR Ops and, in the test workspace used for this page, the Manager group) The full profile, with every tab.
The employee themselves Their own full profile.
The employee's reporting manager The full profile.
Any other signed-in employee Only a Work information card: department, job position, job role, who they report to, employee type, work type, shift, location, work e-mail, work phone and "with the company since". The page says: "This is the work information anyone in the company can look up. Personal details, pay and records are visible only to [the person], their reporting manager, and HR."

That last row was checked by opening a colleague's profile signed in as an Employee. The personal fields are not part of that page at all.

The profile

An employee profile, About tab: a header card with the name, position, badge and Active status, Reporting and Contact cards, and the Personal Information, Employment and Compensation and Compliance sections

In this capture the contact and personal details (work e-mail, phone, date of birth, personal e-mail, city, state, marital status) are masked. The screenshots on this page are masked by design; the real page shows those values.

The left column carries the person's name, job position, badge ID and Active status, an Edit button, a Reporting card (their reporting manager, or "No reporting manager set") and a Contact card with work e-mail, phone and department.

The right side has fifteen tabs. Open one by selecting it; the address gains ?tab= and the tab name.

Tab What it shows
About Personal Information, Employment, Compensation and Compliance (contract, wage type, bank account and bank name) and Team, the colleagues in the same department.
Work Type & Shift Rotating shift and rotating work type assignments, and shift and work type requests.
Attendance Recent attendance: date, clock in, clock out, worked hours, status.
Leave Leave balance by leave type.
Payroll Payslips by period: gross pay, deduction, net pay, status.
Allowance & Deduction The allowances and deductions applied to this person.
Penalty Account Penalties recorded, or "No penalties recorded".
History No change log is shown here in this release.
Assets Assets assigned to them, with assigned date and return state.
Performance Performance feedback cycles.
Groups & Permissions The sign-in account: username, staff access, superuser, groups and individual permissions.
Note Notes recorded about the person.
Documents Documents on file, with status, issue date and expiry.
Mail Log E-mails logged for the person's address.
Bonus Points Bonus points.

One thing to know:

  • Employee KYC is not on this page. PAN, Aadhaar and similar records live in their own module. This page does not show them.

Edit

Edit opens Edit followed by the person's name, with three tabs.

The Edit page, Work Info tab: department, job position, job role, reporting manager, shift, work type, employee type, employee tag, work location, company and work contact fields

Work e-mail, work phone, basic salary, salary per hour, additional information and experience are masked in this capture.

Tab Fields
Personal Info Badge ID, First name, Last name, Employee profile (photo), E-mail, Phone, Address, Country, State, City, Zip, DOB, Gender, Qualification, Experience, Marital status, Children, Emergency contact, Emergency contact name, Emergency contact relation. E-mail, Phone, First name and Gender are required.
Work Info Department, Job position, Job role, Reporting manager, Shift, Work type, Employee type, Employee tag, Work location, Company, Work e-mail, Work phone, Joining date, Contract end date, Basic salary, Salary per hour, Additional info, Experience.
Bank Info Bank name, Account number, Branch, Bank code #1, Address, Country, State, City, Bank code #2. Bank name, Account number, Branch, Bank code #1 and Address are required.

Each tab has its own save button (Save Personal Info, Save Work Info, Save Bank Info), so saving one tab does not save the others.

Who may edit: someone with permission to change employees, or the employee's reporting manager. An employee who selects Edit on their own profile is returned to the profile page; the message reads "You do not have permission to edit this employee."

Saving the Work Info tab notifies the employee with the message "Your work details has been updated."

What you should see

Opening a profile as an HR user shows the header card and the About tab. A tab that has nothing to show says so in words, such as "No documents on file" or "No notes recorded".

If it does not work

  • You only see a Work information card. You are not the person, their reporting manager or someone with permission to view employees. Ask HR.
  • Edit does nothing for you. See who may edit, above.
  • A department, position, role, work type or employee type you need is not in the Work Info list. Those fields are dropdowns of existing values. Create the missing one first; see Company setup.

Not confirmed

  • Saving any Edit tab was not tried live. The three forms were opened, never submitted, so what each save does beyond the notification named above is not confirmed.
  • The profile of a person with more history than the sample data used (for example a long Documents or Mail Log list) was not seen.
  • Whether a reporting manager who is not in HR can open Edit on a direct report was not tried.