Menu

Update Individual details

  • The Individual update interface provides comprehensive tabs for managing all aspects of an employee's profile. Each tab focuses on specific data categories and requires saving changes separately.

    Accessing Individual Details

    1. Navigate to the Individuals table
    2. Click the pencil icon next to the individual you want to update
    3. The "UPDATE: [Name] ([GSI ID])" window opens with multiple tabs

    Available Tabs and Sections

    1. General Tab

    Contains core employee information including:

    • Personal details (name, surname, tax code)
    • Contact information (emails, phones)
    • Employment details (type, status, job title)
    • Work locations (legal, prevailing, temporary worksites)
    • NCLA settings (if applicable)

    2. Residence Address

    Manage the individual's primary residence:

    • Street/Square and number
    • City
    • Postal code (CAP)
    • Country selection
    • Region/State

    Click the ADD button to save the address information.

    3. Domiciliation Address

    If different from residence, manage the domicile address with the same fields as residence address.

    4. Birth Information

    Record birth-related data:

    • City of birth
    • Country of birth
    • Date of birth

    Click ADD to save birth information.

    5. Benefits

    Manage employee benefits:

    • View existing benefits in table format
    • Add new benefits using the plus icon
    • Each benefit shows: Title, Added by, Last modified by, Description, Start date, End date
    • Attachments can be added to each benefit
    • Edit or delete existing benefits using action icons

    6. Personal Documents

    Store and manage employee documents:

    • Upload documents using the plus icon
    • Document table displays: Title, Created by, Added by, Description, Issue date, Expiry date
    • Attach files to each document record
    • Track document status and expiration

    7. Costs

    Manage cost-related information for the individual (if applicable to your organization).

    8. Assigned Companies

    Manage company assignments:

    • Add new company assignment using "Add new Company" button
    • Select company from dropdown list
    • View currently assigned companies
    • Remove assignments using delete icon

    9. Change Password

    Reset user password:

    • Enter new password
    • Confirm new password
    • Click CHANGE PASSWORD button

    Note: Password requirements are configured at company level.

    10. MFA Configuration

    Multi-Factor Authentication settings:

    • View MFA status (enabled/disabled at company level)
    • Select MFA status from dropdown (Enabled/Disabled)
    • Click SAVE to apply changes

    11. Time Shift

    Manage work schedule assignments:

    • Select default time shift from dropdown
    • View time shift assignments table showing: Time shift, Type, From date, To date
    • Add temporary time shifts with specific date ranges
    • Edit or delete time shift assignments

    Important: Time shift changes impact attendance records and approvals.

    12. Badge Codes

    Manage access badges:

    • View assigned badges in table format
    • Table shows: Badge code, From date, To date (if applicable)
    • Add new badge assignments
    • Edit or delete badge records

    13. Local Remote Control

    Configure remote access settings:

    • View remote control configurations in table
    • Columns: Remote control type, IP address, Country, Status
    • Add new remote control rules
    • Manage IP-based and geographic restrictions

    14. Import/Export Settings

    Configure data import/export parameters:

    • Personnel activity export ID
    • Personnel activity import ID
    • Absence export ID
    • Click SAVE to store settings

    15. Approvers

    Assign approval hierarchy:

    • Click "Add new Individual Approver" button
    • Select approver from dropdown list
    • View assigned approvers with edit/delete options

    16. Staff Activity Types

    Configure allowed activity types for time and attendance tracking.

    17. Access Configurations

    Manage system access settings:

    Tabs for Documents Manager and Live Clients Login

    • Documents Manager: Add companies for document access permissions
    • Live Clients Login: Add live clients the user can access

    Saving Changes

    • Each tab requires separate saving
    • Always click SAVE or ADD button after making changes
    • System maintains audit trail of all modifications
    • Some changes may require re-approval of related records