The Personal tab contains an employee’s personal and contact details, along with several related functions.
Making changes
As this screen only provides a detail panel, changes are made to the record by using the Edit button located at the top left.
Options, settings and fields
Surname
Type: Text field
Purpose: Records the employee’s surname
Other functionality: Labels the employee record and appears in various reports and outputs
First names
Type: Text field
Purpose: Records the employee’s first names.
Other functionality: Labels the employee record and appears in various reports and outputs
Postal address
Type: Text field
Purpose: Records the employee’s address
Other functionality: Appears in various reports and outputs
Town
Type: Text field
Purpose: Records the employee’s address
Other functionality: Appears in various reports and outputs
Postcode
Type: Text field
Purpose: Records the employee’s address
Other functionality: Appears in various reports and outputs
Country
Type: Dropdown menu
Purpose: Records the employee’s address
Other functionality: Appears in various reports and outputs
Phone
Type: Text field
Purpose: Records the employee's phone number
Other functionality: Appears in various reports and outputs
SMS
Type: Text field
Purpose: Records the mobile number used for SMS payslip delivery
Other functionality: None
Type: Text field
Purpose: Records the employee’s email address for emailed payslip delivery
Other functionality: Appears in various reports and outputs
Gender
Type: Dropdown menu
Purpose: Records the employee's gender
Other functionality: Appears in various reports and outputs
DOB
Type: Text field
Purpose: Records the employee's date of birth
Other functionality: Appears in various reports and outputs, is also used for validating superannuation preservation age.
Next of kin
Type Text field
Purpose: Records contact details for the employee’s emergency contact
Other functionality: None.
Additional functionality
Print button (beside surname field)
Clicking this button opens a printable personal-details sign-off sheet in the internal PDF viewer. The sheet can be provided to the employee to confirm changes to their personal information. Only available before the employee record is placed into edit mode.
Email button (beside email field)
Clicking this button will open a new draft in your default email application, addressed to the email address entered in the Email field. Only available before the employee record is placed into edit mode.
Payslip email tracking button (beside email field)
Clicking this button will open a window containing recent emailed-payslip tracking information for the employee. Only available before the employee record is placed into edit mode.
Employee profile image
Drag an image into the grey box, or click on the box to choose an image using your file browser.
Click the "X" at the top right of the image to remove an uploaded image.