Building strong connections with your team is key to keeping them happy, nurturing a cohesive culture, and boosting productivity in a workplace they love.
If you ever need information about an employee, whether it's their phone number, emergency contact, or even their food preferences, you can find it all in their personal profiles.
You'll discover seven tabs within each employee profile, and this article will describe what you'll find under the Personal tab.
This page has four default sections:
- Basic Information
- Personal Information
- Address
- Emergency Contacts
If there's an error in any of these sections, you can easily correct it by clicking Edit in the top right corner of the section.
You can add more detailed customized sections to your employee profiles using Custom Fields and Custom Field Groups.
Need more information on your Employee Profiles?
Custom Fields and Custom Field Groups allow you to add more sections to your employee profiles, allowing you to access the information you need about your employees.
For example, you could create a custom field to collect information about employees' uniform sizes, parking spot numbers, licenses, etc. Learn about custom fields here.
Basic Information
You'll find the employee's preferred first and last names, work phone number, Name Pronunciation, and specify their gender(s) and pronouns. When using any of the search bars, the employee's preferred name will be used for searching instead of their legal name if it's different.
Employee Profile Visibility
Admins can view all employee information and tabs, while managers are limited to accessing details solely for their direct reports.
All employees can view another employee's profile using the directory; however, they can only see the Basic Information section.
Below is an example of the employee's view of another employee's profile:
Personal Information
The next section is Personal Information, which contains the employee's legal information. This is required for various features within Humi to work.
It contains the following employee information:
- Legal name - used when signing documents and for payroll purposes such as paystubs.
- Legal Sex - this is needed for benefit purposes.
- Date of Birth
- Birthday Visibility - employees can choose whether their birthday is shown to coworkers in the events calendar on the Home Page. Admins and direct managers will always be able to see employee birthdays.
- Social Insurance Number (SIN) - The SIN is always encrypted and hidden from view. To view the employee's SIN, hover your mouse over it. The SIN must be completed to be added to Humi Payroll.
- Personal Phone Numbers
- Dietary Restrictions
Address
Emergency Contacts
During onboarding, employees are asked to complete this information; however, it's not mandatory.
Although this section is optional, we encourage all employees to complete this section for use in case of an emergency.
Employees can include information for up to two emergency contacts, including their name, relation, and phone number.
KYC Identity Verification (COMING SOON!)
If your Humi account has roles and permissions that allow you to run payroll and initiate the movement of funds, you will see a section at the top of your Employee Profile for KYC Identity Verification. If you see this section, you’ll be required to complete KYC. This process starts with a notification banner at the top of your Humi account. To learn more, click here.
That covers everything you'll find on the Personal tab of your employees' profiles. Remember, if you need more specific details about your employees, you can always create a custom field or custom field group.
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