Employee Profile: "More" dropdown menu

In the employee profile, under the "More" dropdown menu, you'll find the following options:

Screen_Shot_2022-11-21_at_2.04.11_PM.png

This article will explain what you can do with each of these selections. 

Surveys

Screen_Shot_2022-11-21_at_2.27.29_PM.png


If you want to see the employee's answers to surveys or what surveys they've been assigned, you can find it here. 

Reminders

You can set up a reminder for this employee from this page if you have a specific assignment you need them to finish by a certain date.

Click on the "+ Create Reminder" link on the top right corner and enter the required information in the pop-up then click "Save." Screen_Shot_2022-11-21_at_2.46.20_PM.png

The reminder will be sent when you scheduled it. 

Records

Admins have a completely private space to store notes on an employee in the "Records" tab. The content added here is also hidden from the employee's direct managers.

You can use this section to record any private information about the employee that you need to keep a record of. This information is not exported in reporting and will never be shown in other application parts.

Tasks

You can create a new task specifically for this employee from here or apply an existing task template to them from this page. 

Learn how to effectively use our powerful "Tasks" feature in our "Tasks Guide." You can learn how to create onboarding tasks, offboarding tasks and more. 

  

Training

This is where you can see if the employee has any upcoming training programs to complete, as well as view any completed training.

Screen_Shot_2022-11-21_at_3.05.37_PM.png
If they've completed training outside of the Humi platform, for example, "CPR Training," you can add it to the use the "Completed Training" section using the "+ Completed Training" link.

Paystubs

If the employee is on Humi Payroll, you'll find all their past paystubs here. 

Account

Screen_Shot_2022-11-21_at_5.27.29_PM.png

There are three things you can do in "Account" from the employee profile:

  • "Sign in" as the employee – This lets you see the Humi platform from that employee's perspective. It's helpful for times when you want to verify that everything is assigned or set up as intended.
  • Lock account – This prevents the employee from using their account in any way; if they attempt to login in, they will get a notice similar to the one below.         
  • Manage emails –  Admins or managers can manage employees' emails in Humi from this page. Employees are typically onboarded using their personal email. If you need to change it to a company email, click the "+ Add new email" link and enter it as the primary email address. Learn more here. 

Assets

This section provides a list of all the company assets possessed by this employee. If you've given the employee any company assets, such as a computer, keyboard, mouse, or other equipment, it will only appear here if you've used our "Asset Tracker" feature.

And that's all you'll find on the employee profile's "More" tab. Learn more about the People module by clicking on the links below.

  Discover more about People

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.