The employee profile details refer to comprehensive information about an individual employee. This typically includes their personal information, such as name, contact details, and address, as well as professional information like work experience, education, skills, certifications, and any other relevant details.
To navigate to the Employee Profile Details page, follow these steps:
- Navigate to the main navigation header bar and click on Employees.
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You can access the list of all employees, select an employee from the list, and either click on the three-dot icon to view the summary or directly click on the employee's name.
- Upon clicking, you will be directed to the Employee Summary page, showcasing sections such as General Information, Skills, Address, Additional Information, Dependents, Experience, Folder (map employee to a folder), etc., each with an Edit / Delete option.
- You can edit the employee details and click Save.
Employees - Employee Summary - Profile Details
Actions to perform on the Employee Profile Details page:
- Status: Reflects the current position or stage of an individual within their employment lifecycle. This can be updated by clicking the status drop-down to select any status or from the General Information tab.
Information: Upon clicking, a list of all statuses sourced from the master data will be displayed.
- Tag: Labels used to organise employees based on department, role, skills, certifications, performance, training, location, projects, and special designations.
- Three-dot button:
- Configure Dashboard: Involves setting up the layout and content of the dashboard to display relevant information and metrics about employee(s).
- Add to Folder: Organise employees by mapping them to folders.
- Download Resume: Allows you to download and save the employee's resume for offline use or further analysis.
- Request GDPR Consent: Provides a mechanism to seek consent from an employee to process their personal data in compliance with GDPR regulations.
Note: Employees cannot be deleted from the application because deleting their records might disrupt CRM data consistency. Additionally, data protection laws require retaining employee records for a certain period, even after they leave the company.
- Resume Tab: Store the employee's CV or resume document for further references.
- Notes: Enables you to add or manage notes for the employee, facilitating actions on assigned work, future reference, or collaboration purposes.
Information: To read more on employee notes, click here: Notes.
- Meeting: Tracks scheduled meetings or interviews with the employee, including date, time, and location details.
- Manage Documents: Provides a repository for storing and managing various documents related to the employee, such as certificates, employment contracts, cover letter, passports, driver's licenses, or national identification cards, etc.
Information: To read more on employee documents, click here: Documents.
Employee Profile Details - Actions to Perform