Customising and sending the employee profile form

Customising and sending the employee profile form

If you are adding employees to the system manually, you don't have to fill out all the information yourself. Instead, you can send a profile form to your employees to fill out their own details. Once this is submitted, the information on the profile will automatically updated to match.

Customising the employee profile form

Before you send out the employee profile form, you might want to take a look at the profile form setup. Not all fields are necessary for every company, so you can decide to hide certain fields, or make them optional.
  1. In the top right, click on  > System Settings.
  2. Click on HR in the sidebar.
  3. Click on Profile Form Setup.
  4. Uncheck the Visible box for any field you don't want to appear on the form.
  5. For Visible fields, check one of the following options to control how the fields appear on the employee profile form:
    1. Mandatory for fields that must be filled out before the form can be submitted.
    2. Optional for fields that can be filled out, but are not a requirement for the form to be submitted. 
    3. Read Only for fields that you can't edit, but which still appear on the form and may contain existing data.
  6. Click Save when you're done.
Alert
To customise the employee profile form for all nurseries,  go to  > Global Settings > HR > Employees > Profile Form Setup and continue from Step 4.


Sending the employee profile form

  1. Click on  Employees in the sidebar.
  2. From the Employees page, click on the  icon in the top right. 
  3. Click on Select Room/Select Tag and choose which option the employee belongs to. If unsure, you can choose All. 
  4. Select the employee(s) from the Recipient List.
  5. Edit the email if you desire.
  6. Click Send. 
  7. The employee will receive an email with a link to the Employee Profile Form.