Update employee settings
This article is for Owners and admins who use Humanised
Overview
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Manage and update employee settings ensuring accurate data for a smooth payroll process.
To ensure a smooth payroll experience and optimize all functionalities within Humanised Payroll HR system, prioritize accurate employee settings.
Step 1: Open the employee profile
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Go to the contact section from the left-hand navigation panel and you will find a list of all the employees/ employee profiles. You can utilize the search bar as well if you need to find a specific employee profile quickly.
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Click on the relevant employee’s name to open the employee’s profile.
Step 2: Update settings
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Open “settings” from the sub sections from the left side.
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Then update the followings:
System login access:
- Turn on “Allow System Login” if you want the employee to access the system. This might be useful for employees who need to manage their own payroll information or timesheets.
- Leave it off if the employee doesn’t need to log in.
Access role:
Choose the employee’s access level from the “Access Role” menu. This determines what information they can see and edit within the system.
System login mail:
Update this with the email address the employee will use to log in. The system will send a password reset email to this address.
Include in payroll:
- This section lets you control whether the employee is included in upcoming payroll processing.
- Turn on “Payrun” if the employee needs to be shown during the next payrun.
- Leave it off if the employee doesn’t need to be included in the upcoming payroll (for example, a new hire who hasn’t started working yet)
Archive an employee:
- Archiving an employee profile removes them from your active view. All associated data remains secure and readily accessible within the system. This can be used for resigned employees.
- Go to the “Account Status” section and click on “Archive”. Clicking this will open a confirmation prompt.
- To finalize the archiving process, confirm your choice by clicking “Yes, Archive”.
Step 3: Save changes
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Once you’ve completed your updates, click on the “Save” button to finalize the changes within the employee profile.
What’s next?:
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