Changes to an employees personal and work information occurs quite frequently. To ensure you have the right information documented in Compliance, we allow for Security Managers and Admins to update an employees profile. The below items can be updated on an employees profile.
Account Details - Email Address and Role
Basic Info - Name, Title, Employee ID #, Agency ID #
Employee Details: Manager, Department, Location, Title, Hire Date, Terminated Date
Detailed PII: DOB, Place of Birth, SSN, Primary Citizenship, Secondary Citizenship
Contact Details - Home Address, Home + Mobile + Work Phone, Personal Email Address
Emergency Contact Details - Name, Relationship, and Phone
Passport Details - Passport #, Date of Issue, Expiration Date and Drivers License number
*Any custom fields Created by an Admin
FUN FACT: Employees have the ability to update Contact Details, Emergency Contact Details, and Passport Details. To ensure they are aware they have this ability, assign a training within Compliance outlining these steps.
So how do you update an employees information? Follow the steps listed below to make the appropriate updates:
Log into Compliance and select People on the left side panel.
Search for the employee that needs to have their information updated.
Open their account to view and edit their fields.
By selecting 'Edit' next to correct criteria, you will be able to update the appropriate information.
Select 'Save' and you have successfully updated the account.
FAQ
How do I change an employees role from 'Employee' to 'Security Manager' or 'Administrator'?
The answer, it's simple! First step, proceed to the employee's profile and select the Role field near the top of the page. Review the drop down options for the 'Role' field. You can select from Administrator, Security Manager, Employee, and any custom role in your account.
2. How do we update an employee's email address?
The answer (again), it's simple! Proceed to the employee's profile and edit their Email field near the top of the page.