Employee Profile
In this section you can add personal information, address, contact detail, documents, assets and many more, to an employee’s record.
Two versions of the Employee Information Management system are available. See indicators in the sections below.
- Foundation version. Basic Employee Information Management is required as the foundation for any of the additional modules in the system.
- Enterprise version. This module includes all the advanced modules that are not explicitly listed below as a loose standing module - such as FAIS, Leave etc.
- System Administration | Modules | Manage Employees to open the Employee List screen.
- When the screen is opened, the page will be empty i.e. no employee records will be displayed.
- Click Search to display matching employee records.
- Click on the Action | View/Edit link OR click on the employee record to access the employee's record.
Once a record is selected, a list of Employee Profile information is shown on the left side menu bar as shown below.
Note: Whether the Employee Profile items are visible depends on a company’s requirements and the Employee Information Management version installed.
Personal Information
An employee's basic personal and biographical information.
The HR Administrator can upload a photo of the employee by clicking on the Edit Photo link.
The personal information group contains a large number of fields of which only a few are mandatory.
- Personal Detail (Foundation and Enterprise)
- Employee Number
- Surname
- Maiden Name
- Trading Name (Tick box)
- Name
- Middle Name
- Other Names
- Initials
- Title (Drop down list)
- Known As
- Home Language (Tick box)
- Income Tax Reference Number
- Image URL
| Mandatory Field Name | Description |
|---|---|
| Employee Number | If available, provide the employee’s proper employee number. In cases where the employee number is not yet available, use the employee’s National ID number until such time that en employee number becomes available. While typing any number in this field the system will validate the new number against all numbers already in the database, thereby preventing duplicates. The employee number used here is the number that will be used to create a USERNAME for the employee. This username will be used by an employee/user to log in to the system. Also refer to the Create User Account field for more information. The functionality to automatically generate employee numbers is available and can be activated if needed. If the override employee number functionality is active, an employee number can be assigned by the System Administrator himself. |
| Surname | The surname for the employee |
| Name | The name for the employee |
- Biographical Information (Foundation and Enterprise)
- Global Number
- Gender (Drop down list)
- Race (Drop down list)
- Ethnic Group (Drop down list)
- Citizenship (Drop down list)
- Nationality (Drop down list)
- Birthday
- Age (Calculated)
- Option for Either ID number or Passport
- Social Security Number
- Marital status (Drop down list)
- Marital date (Calendar provided)
- Disabled (Tick box)
- Disability (Drop down list)
- Subsidiary (Drop down list)
| Mandatory Field Name | Description |
|---|---|
| ID Number/ Passport Number | The ID number or Passport number should be entered. An optional setting is available to validate if the ID number is a valid South African ID. |
| Subsidiary | Sometimes a company may want to maintain their own employees in the database as well as records from e.g. contractors that are not employees. In these cases other subsidiaries can be created and these non-employees linked to such a subsidiary. They will then reside in the system but will not appear on any reports etc. Therefore there should be a subsidiary for company-own employees and if needed other subsidiaries for special-case “employees”. |
Additional Information
Additional Information is a section that enables you to add up to 21 customisable fields. These fields have a drop down list of values and should be populated in the Manage Employees | Master Data | Configure Additional Information section.
This section needs to be configured per client (examples below).
- Division Name
- FSC Category
- Hay Category
- Hay code
- Hay Job Level
- Hay Job Title
- Hay Level
Address
The address information is divided into 4 sections as shown below: (Foundation and Enterprise)
- Home Physical Address
- Unit Number
- Street Number
- Suburb/District
- City/Town/Village
- Country (Drop down list)
- Postal Code
- Home Postal address (Option: can be populated automatically if Home Postal address is same as Home Physical address)
- Address
- City/Town/Village
- Country (Drop down list)
- Postal Code
- Business address
- Region (Drop down list)
- Floor Number (Drop down list)
- Address
- City/Town/Village
- Country (Drop down list)
- Postal Code
- The business address can be populated automatically from the organisation structure
- Some of this information can be updated by an employee from the Employee Self Service module
- Location
- The Location field (Drop down list) should be populated in the Manage Employees | Master Data | Location section.
Contact Detail
Available in Foundation and Enterprise version
- Lists of contact details with local examples provided. The following fields are available:
- Home Telephone Number
- Work Telephone Number
- Mobile Phone Number
- Email Address
- Fax Number
- Skype Name
- Some of this information can be updated by an employee from the Employee Self Service module
Documents
Available in Foundation and Enterprise version
- Can attach documents such as an ID book, CV etc
- Document Name
- Category
- Edit Document
- Delete Document
- View Details
- Download Document
Dietary Requirements
Available in Foundation and Enterprise version
- Specify an employee's dietary preferences. Will be used in other modules.
Family History
Available in Foundation and Enterprise version
- A log of important family-related historical events for an employee.
Vehicle
Available in Enterprise version
A register of vehicles owned or driven by an employee. This information is important if the employee is to bring the vehicles onto the office premises.
- Make
- Model
- Engine Capacity
- Registration Number
- Benefit type (Drop down list)
- Repayment period (Drop down list)
- Acquired date (Calendar provided)
- Purchased date (Calendar provided)
- Mileage
- Manufacture Year
- New Vehicle (Tick box)
- Sold (Tick box)
- Financed (Tick box)
Next of Kin
Available in Enterprise version
A list of near family members that can be contacted during emergencies.
- Existing employee (Tick box)
- Relationship (Drop down list)
- Name
- Surname
- Other Names
- Gender (Drop down list)
- Title (Drop down list)
- Nationality (Drop down list)
- ID
- Contact Type(Drop down list)
- Date of Birth (Calendar provided)
- Passport Number
- Employee Number
- Next of Kin
- Primary Contact
The contact details, address and documents can also be captured for next of kin.
- Some of this information can be updated by an employee from the Employee Self Service module
- An Emergency Contact Detail report is available for the above.
Hobbies and Interests
An employee`s hobbies and interests can be entered here.
Criminal Record
Available in Enterprise version
A register of an employee`s criminal offences and related documentation.
- Nature of Offence (Drop down list)
- Sentence imposed/outcome
- Date Sentenced (Calendar provided)
- Sentence Expiry Date (Calendar Provided)
- Police station where case is registered
- Court Name
- Case Number
Licences
Available in Enterprise version
A list of licences required by the employee’s position (linked in from his position in Job Profiler) or additionally acquired by the employee. The following categories are available:
- Public Licences
- Ad Hoc Licences
- Licences required by the employee's current job/position
- Licences required by the employee's previous job/position
Refer to the Licence Manual to view more information.
Permit
Available in Enterprise version
A register of permits registered in an employee's name. Examples are special on-site driving permits, gun permits etc.
Medical history
Available in Enterprise version
A basic medical history summary giving information on an employee's overall occupational health in terms of systems (e.g. respiratory), existing conditions (e.g. IDDM), occupational diseases (e.g. occupational TB) and past referrals to other specialists or health care providers.
- General physical
- Systems
- Existing conditions
- Occupational diseases
- Referrals
- Documents
Assets
Available in Enterprise version
A register of company assets used on a permanent or temporary basis by an employee. Multiple assets such as Notebooks, access cards, furniture, equipment can be linked to employee records as required.
- Type (Drop down list)
- Item (Drop down list)
- Quantity
- Serial Number
- Description
- Date issued (Calendar provided)
- Expected return date (Calendar provided)
- Actual return date (Calendar provided)
- On an employee's resignation HR is notified about company assets due for return
Leave
Available in Enterprise version and Leave Module
See Leave Module Manual for more detail
Employee Funding
Available in Enterprise version
Employee funding is used to keep track of items such as expenditures that require work-back periods.
- Type (Drop down list)
- Amount
- Description
- Date Allocated (Calendar provided)
- Payback Period Start (Calendar provided)
- Payback Period End (Calendar provided)
- Settled (Tick box)
- Settlement Date (Calendar provided)
- Supporting documentation can also be added.
Custom Field
Available in Foundation and Enterprise version
Custom field is a section that enables you to add your own fields (examples below). These fields can be configured in Manage Employees | Master Data | Custom Field Configuration section.
This section needs to be configured per client (example below).
Notification Detail
Available in Foundation and Enterprise version
In this section the HR Administrator are able to add notifications/reminders for an employee (examples below).
Talent Profiles
Available in Enterprise version
Refer to the Talent Management manual for more information.