This page displays the details of the person or employee. As the page is customizable, the order and availability of the sections below may differ from one user to another.
Note:
The information in this document is applicable to product update 261 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Keep in mind: All fields with the “!” icon are mandatory.
Keep in mind: The Match button is available and enabled if the employee is an internal applicant, which means one vacancy or more has been applied by this employee. You must have function right 508 — Maintain payroll components, set the competency method to Advanced in the HRM corporate settings, and the employee has a competency profile created which is linked to one competence or more. If the employee is an internal applicant but any of the subsequent criteria is not fulfilled, this button will be disabled.
Keep in mind:
Click this to exit.
Click this to edit your details.
Click this to create a letter from you to a selected party. For more information, see Creating mail merge.
Note: Depending on your role and user license type, this button may not be available.
Click this to create an email from you to a selected party. For more information, see Creating mail merge.
Click this to begin the process of matching the person to the most suitable vacancies. For more information, see Shortlisting vacancies for applicant via matching wizard.
Note: This button is available and enabled if the employee is an internal applicant, which means one or more vacancy has been applied by this employee, you have function right 508 — Maintain payroll components, set the competency method to Advanced in the HRM corporate settings, and the employee has a competency profile created which is linked to one competence or more. If the employee is an internal applicant but any of the subsequent criteria is not fulfilled, this button will be disabled.
Click this to save your details as a contact card file.
Click this to view and/or define the activities that will be used in a project. This helps to ensure that only relevant and related items will be used in the scope of the project.
Note: This is available only to users with the Project controller role or the Project manager role (with projects assigned). For more information, see Adding and removing personal activities and materials.
Click this to view and/or create personal rates for this person. For more information, see Overview of internal rates.
Note: This is available only to users with the Project controller role or the Project manager role (with projects assigned).
Click this to define labor hours and expenses for approval. For more information, see Working with hours and expenses entries on the new Hours & expenses page.
Note: The Hour & expenses button is available only if the user has the Hour entry role.
Click this to import hour entries offline.
Click at the title bar to customize the information and layout of the information to be displayed in the read mode of profile(s) of an employee (person level), employees in the same division (division level), and all employees (corporate level). For more information, see Customizing information and layout in employee and applicant profiles.
This section provides a summarized details of the person, including the name, job title, division, mobile phone number, office phone number, and e-mail address. The picture of the person, if available, will be displayed. The presence status of the person will also be displayed above the picture. The location of this section is fixed, and cannot be moved.
This section monitors the items that the person have created and items that are related to the person, such as documents, projects, workflow items, accounts, employee entitlements, and payroll transactions. The hyperlinks in this section may be displayed or hidden depending on your customization. Also, when viewing personal cards, the header of this section is not displayed. The header will be displayed when you are customizing the cards.
Click this to view the account(s) handled by this person.
Click this to view the activity or labor hour items linked to this person. When this person fills in the hour entry, only labor hour items that are linked can be used. For more information on how to link labor hour items to people, see Linking items to people.
Click this to view the asset(s) belonging to this person. For more information, see Displaying list of assets.
Click this to view the bank account(s) of the person. For more information on creating and modifying the bank accounts of people, see Creating and modifying bank accounts.
Click this to view the budget(s) related to this person.
Click this to view the cash flow account(s) of this person.
Click this to view the calendar associated with the person. For more information, see Using the calendar.
Click this to view the contract(s) for the person.
Click this to view the documents created and/or modified by the person. For more information on how to create documents, see Selecting categories or document types for creation of documents.
Click this to view the document(s) that have been recently modified by this person. The documents are applicable only to the ones created by this person.
Click this to view or maintain the entitlements of the person. You can also add new entitlements for the person. For more information, see Overview of entitlements for people or divisions.
Click this to view the family members’ entries of the person. For more information, see Overview of family relations of employees.
Click this to view the items created by this person.
Click this to view the stock options report of this person. For more information, see Viewing stock options report.
Click this to view or modify the payroll components of the person. This is available only if you are the manager of this person or if you have function right 506 — View payroll component resource links. By default, users with the HR role have this function right.
Click this to view the planning for the person. For more information, see Viewing personal planning report.
Click this to view the projects of which this person is a member.
Click this to view the reference numbers of the person, such as the identity card number, passport number, and driving license number.
Click this to view the dossier or records of the person. These records include the list of assets the person is associated with, the list of trainings that the person has attended or have requested, the test scores for the exams that the person has sat for, as well as documents that are specifically created for the viewing of the person only. For more information on the training report of the person, see Viewing training report of employees. For more information on test scores, see Viewing test scores.
Click this to view the resume for this person.
Click this to view the work schedule of the person. If this person does not have an individual work schedule linked, the work schedule of the division the person belongs to will be displayed. If the division does not have a work schedule linked, the corporate (default) work schedule will be displayed.
Note: This is not available if the status of the person is Inactive.
Click this to view the financial transactions of the person.
Click this to view the requests in the person's workflow.
Click this to view the job history of the person.
Click this to view the opportunities created by this person. For more information, see Viewing related opportunities.
Click this to view the quotations created by this person. For more information, see Overview of quotations.
Click this to create a mail merge used for sending mails from this person to a selected party.
Click this to view the tag cloud whereby the top 40 popular tags used by the person will be displayed in the tag cloud. You can click on the tag to view the list of documents with the selected tag. The font size of the tags in the tag cloud varies depending on the number of document(s) that contains the tag. For example, if only 1 document contains the tag, the font size will be extra small, 2 to 5 documents containing the tag will have a small font size, 6 to 10 documents containing the tag will have a medium font size, 11 to 15 documents containing the tag will have a large font size, 16 to 20 documents containing the tag will have an extra-large font size, and if more than 20 documents contain the tag, the font size will be extra extra-large.
Click this to view all reports that are grouped under the HRM report group. For more information, see Overview of reporting services integration reports.
Click this to use the identity of another person through the delegation feature. For more information, see Delegating access.
Click this to view a list of personal data classifications that are linked to this person. For more information, see Viewing personal data classifications linked to an employee, account, or contact person.
This section shows the personal information of the person, such as home address, place and date of birth, and marital status.
This section shows the financial information of the person, such as the social security number, bank account number, and tax number.
Note: You can view and/or edit this section only if you have function right 147 — Maintain resource card.
This displays the resume items linked to the person. Click the hyperlinked resume item to view the details, or click Add to create a resume item for the person. For more information, see Adding and modifying resume items for employees or applicants.
This section shows the skills that you have. Click the hyperlinked skill to view the details, or click Add to add a skill to the person. For more information, see Adding and modifying skills of employees or vacancies.
This section displays the free fields defined for the division of the person. This section is available if you have defined the free fields and customized the layout to include the free fields. For more information on defining free fields, see Overview of free fields.
This section allows you to view other fields that are not used in any of the other sections.
This section shows general information about the person, including the contractual work location, gender, and social media IDs. Depending on your role and the settings for the rights to view profiles as defined in the HRM corporate settings, you can view the competency, performance review, and target agreement profiles of the person. For more information, see Viewing competency profiles, Viewing performance review profiles, and Viewing target agreement profiles.
The icon on the left hand side of the name of the person at Name acts as an indicator of the availability of the person, as per the person's logon status to Microsoft Office Communicator. For example, if the logon status at Communicator is Available or Busy, then a green or red icon, respectively will be displayed. Click the icon to perform various functionalities, as shown in the following example:
This section shows the organization’s information as well as the details of the person within the company, such as the security level, number of subordinates, and job group.
This section shows roles that are assigned to the person. If you have been assigned the Professional or CRM role and have the relevant access level, you can click Add to add new roles to the person. For more information, see Adding and maintaining roles for people.
This section displays additional notes about the person, if any. This section is available for users with the Professional or CRM role and only if you have customized the layout to include the notes.
This section shows the employment information of the person, such as the username, date the person started work, purchasing limit, and work arrangement.