Employee Profile
Review employee employment, contact, emergency, bank, and activity details.
The employee profile shows the HRM information stored for one employee.
Use the profile as the first place to check when HRM reports, attendance, payroll, or leave data looks wrong for one employee.
Open A Profile
- Open HRM > Employees.
- Select the employee.
- Review the detail panel or profile page.
Use search or department filters first when the employee list is large. Opening the wrong employee profile can lead to payroll, leave, or document changes on the wrong person.
Profile Sections
Employee profiles can show:
- Employment details.
- Personal and contact information.
- Emergency contact information.
- Bank information.
- Created and updated timestamps.
Profiles can also link to related team or manager records when those fields are set.
Keep manager, department, team, and employment status current. Those values often drive reporting and review workflows.
If the employee also has workspace access, confirm the linked user account uses the same work email. A mismatched user link can break self-service, payslips, leave requests, and notifications.
What To Review
Review the profile before payroll, leave, attendance, or reporting work:
- name, email, and phone are current;
- employee ID matches the internal HR record;
- job title, department, position, and manager are correct;
- join date and termination date are accurate;
- employment type and status match reality;
- emergency contact details are complete;
- bank information is ready before payroll.
Related Records
Depending on workspace data, an employee profile can connect to teams, departments, managers, salary records, payroll runs, leave requests, attendance, payslips, and documents.
If reports look wrong for one employee, start by checking the employee profile for missing department, status, or manager values.
For payroll issues, also check salary records, bank details, adjustments, and payroll run membership. For leave or attendance issues, check work status, manager, team, holiday scope, and linked user.
Before Sensitive Changes
Before changing bank details, employment status, termination date, manager, or linked user, confirm the change with HR or the employee's manager. These fields can affect payroll, self-service, leave approvals, and access.
For bank and identity-related details, follow your internal approval process and keep evidence outside casual chat. These fields can be sensitive and may require extra review before payroll.
Maintenance Routine
Review profiles during onboarding, role changes, compensation changes, manager changes, and offboarding. Update dates and status before running payroll or HRM reports.
Create a review checklist for sensitive fields: legal name, employee ID, join date, termination date, employment type, salary status, bank details, emergency contact, manager, department, and linked user.
After offboarding, confirm workspace access, manager assignments, approval queues, payroll membership, and document access are handled according to your HR process.
Troubleshooting
If an employee cannot access self-service, confirm their user account is linked to the employee profile.
If payroll or leave records attach to the wrong person, check duplicate employee records and email addresses.
If duplicate employees exist, decide which record is the source of truth before editing. Move or correct related records carefully so payroll, attendance, and leave history stay understandable.
Do not delete a duplicate employee until payroll, leave, attendance, documents, and payslips have been reviewed for both records.