Employee profiles can be completed by the employee or managed by an admin. Follow the steps below based on your role.
By Employee
Step 1: Access the Employee Registration Page
If you were invited via a link, follow the invitation link. If you were invited via email, click the link in the invitation email.
You will be redirected to create an account for your organization.
Step 2: Create Your Account
Enter the following information and click Continue:
- First Name
- Last Name
- Work Email
- Phone Number
- Password
Step 3: Log In and Complete Your Profile
Log in using the credentials you created and complete your employee profile with the following information:
- First Name
- Middle Name
- Last Name
- Email Address
Note: Your First Name, Last Name, and Work Email will be pre-populated based on the information provided when your account was created.
Step 4: Provide Your Personal Information
Complete the following sections:
Contact & Basic Information
- Title
- Gender
- Phone Number
- Alternate Phone Number
- Residential Address
- Date of Birth
- Marital Status
Next of Kin Details
- Title
- First Name
- Last Name
- Email Address
- Relationship
- Phone Number
- Residential Address
Step 5: Provide Your Bank Details
Enter your bank account information and click Submit to complete your employee profile.
By Admin
Admins can also complete or update an employee's profile from the Employee Directory.
Step 1: Open the Employee Profile
Log in to your admin account, click Employee Directory from the menu bar, and select the employee whose profile you want to manage.
Step 2: Edit the Employee Profile
Click Edit Profile, update the required information, and save your changes.
You can update the following sections:
- Personal Information
- Employment Information
- Next of Kin Information
- Bank Information
Things to Note
- Nudge an employee: If an employee has not completed their profile, you can click Nudge Employee from their profile to send them a reminder.
- Employee profile updates: Employees can update their profiles at any time from Settings on their employee portal.
- Profile review and approval: You can enable the profile review or approval requirement to receive notifications whenever an employee updates their profile. The changes will only be reflected after an admin reviews and approves them.
- Profile management permissions: You can invite team members and assign the necessary permissions to allow them to manage employee profiles.