Agiled Docs
HRM

Update My HRM Profile

Employees can review and update personal HRM details.

The self-service profile lets employees keep basic personal information current.

Employees should use self-service for routine personal updates. HRM admins should still own employment, compensation, payroll, and access-related fields.

Open My Profile

  1. Open HRM > Me.
  2. Go to Profile.

The profile form includes:

  • full name
  • phone
  • address
  • emergency contact

Check the displayed employee name before editing. If the wrong employee profile opens, stop and ask an admin to review the user-to-employee link.

Update Profile

  1. Review the existing values.
  2. Update the fields that changed.
  3. Select Update profile.
  4. Confirm the saved information is still accurate after the page refreshes.

If some fields are not editable, ask an HRM admin to update the employee record.

After saving, refresh the page and confirm the values persisted. If the update affects emergency contact or address information, notify HR if your internal policy requires review.

Do not use self-service profile fields to request role, salary, leave, or access changes. Those changes need an HRM admin because they can affect payroll, reports, approvals, and workspace access.

Review Before Saving

Confirm phone numbers, address lines, and emergency contact details are complete enough for HR to use during an urgent situation. Avoid abbreviations that another person may not understand.

If your company requires HR approval for address or emergency contact changes, notify HR after saving. Self-service updates keep the record current, but they may not replace internal HR review.

What To Keep Current

Employees should update profile information when:

  • their phone number changes
  • their home address changes
  • their emergency contact changes
  • the displayed name has a spelling issue

Update details before leave, payroll, or document review when possible. Current contact details help HR reach the employee and use the right information in employee-facing records.

HRM admins should still own sensitive employment details such as department, position, compensation, reporting line, and employment status.

When To Ask An Admin

Ask an HRM admin for changes to:

  • department, position, or manager
  • employment status
  • salary or payroll details
  • user account link
  • documents, payslips, or leave balances

Do not store these corrections in address, phone, or emergency contact fields.

Privacy Notes

Only add information needed for HR operations. Do not add private notes, performance details, or payroll comments in self-service profile fields.

Keep emergency contact details practical and current. HR needs a reachable name, relationship, and phone number more than extra personal context.

Troubleshooting

If the profile page is missing, confirm HRM is enabled and your user account is linked to an employee record.

If updates do not save, check required fields, then refresh and try again before asking an admin to update the record.

If a sensitive employment field is wrong, do not add a correction to the address or emergency contact fields. Ask an HRM admin to update the employee profile.

If the wrong employee profile opens, do not edit it. Capture the page and ask an admin to fix the linked user before using any self-service HRM action.

Employee Review Routine

Review self-service profile details after moving, changing phone numbers, or updating emergency contacts. Also check them before HR document, payroll, or leave reviews when accurate personal details matter.

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