Every screen and control named on this page is checked against the product at build time. If a name here does not match your screen, your workspace is on an older release.

Record personal details, and where wages are sent

Date of birth, a passport number and a bank account are not ordinary fields. They live on their own tab, behind their own permission, never in a list and never in an export — and the account number is written once and never shown again.

You need

• hr.employees.personal
• hr.compensation.update

Steps

1. Open Employees, click the person’s row and choose the Personal tab.
2. If it shows a notice instead of the record, the permission is granted by name and no general reading role carries it: You do not hold the permission that shows private information about an employee.
3. Private information holds Date of birth, Nationality, Personal email, Personal phone, Home address, City, Country, Emergency contact and Emergency contact phone. Press Edit to change any of them.
4. Under Identity documents only the last four digits are ever on screen. Show in full opens one in full, and you should know before you press it: Showing a document in full is recorded in the activity log, with who asked and about whom.
5. In the form, a document number box is empty on purpose and does not mean the document is missing: Leave this empty to keep what is on file. Anything typed here replaces it.
6. Where wages are sent takes Account holder, Account number, Bank and Bank or branch code. There is no button that reveals an account number, on any screen, to anybody: An account number is never shown again once it is saved. Leave this empty to keep the one on file.
7. Changing where wages go needs the pay permission as well as this one. Without it the four boxes are absent rather than greyed out: Changing where wages are sent needs the pay permission as well. You can see the details and not alter them.
8. Press Save. A field you emptied is cleared; a field you did not touch is left exactly as it was.

Nothing verified the account number you typed, and the panel says so rather than letting a stored value read as a checked one: Nothing checked this account number. Your country pack does not say how an account is written here, so it was stored exactly as it was typed.

Related

• Add somebody to the staff list
• Record what somebody is paid
• Give people their payslips