HR employee file: Emergency contacts

Overview

Sometimes an employee's emergency contacts need updating when their chosen contacts circumstances change. These changes can include needing to update an emergency contacts phone number if they change to a different service provider, or needing to add or remove contacts from the list if the employees relationships change.

The Emergency Contacts feature is where you update these details if they change, with the HR platform reflecting theses changes throughout the entire platform. This means there is only one place you need to update your details if they change, ensuring your employee record on the HR platform is always up to date.

Availability

HR Plan: Free Standard Premium Platinum
Payroll Plan: Standard Premium

Getting started

Adding emergency contact details
  1. Click the Personnel menu.
  2. Click the Employees submenu.
  3. Select the employee that needs emergency contact details added.
  4. Click the Emergency Contacts tab.
  5. Click the Add Emergency Contact button.
    Emergency_Contact_1.jpg
  6. Complete the following fields:
    • Contact name.
    • Daytime contact number.
    • After hours number.
    • After hours mobile.
    • Relationship.
    • Contact type:
      • Primary.
      • Secondary.
      • Additional.

    Important

    In order for an emergency contact detail to sync to the payroll platform, you must select either the Primary or the Secondary options.

  7. Click the Save button.
    Emergency_Contact_2.jpg

Maintain

Editing emergency contact details
  1. Click the Personnel menu.
  2. Click the Employees submenu.
  3. Select the employee that needs their emergency contact details edited.
  4. Click the Emergency Contacts tab.
  5. Click the Actions button.
  6. Click the Edit button.
    Emergency_Contact_3.jpg
  7. Update the relevant information and then click the Save button.
    Emergency_Contact_4.jpg
Deleting an emergency contact details
  1. Click the Personnel menu.
  2. Click the Employees submenu.
  3. Select the employee that needs their emergency contact details deleted.
  4. Click the Emergency Contacts tab.
  5. Click the Actions button.
  6. Click the Delete button.
    Emergency_Contact_5.jpg
  7. Click the Delete button.
    Emergency_Contact_6.jpg
Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.