Help centre / People and records
Keep someone's record up to date
Change someone's details, contacts, bank details and sign-in, and keep their documents and work history on file.
Everything about one person is on their record, one card at a time.
More detail
Each card has its own Edit, and every change is kept in its history.
Change their details
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Step 1: Open the person from People.
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Step 2: Press Edit on the card: Contact, Home address, Identifiers or Additional details.
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Step 3: For bank details, use Edit bank details.
More detail
Someone else who manages pay approves the change.
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Step 4: Save it.
More detail
The change shows under Changes to details.
Their documents and history
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Step 1: On Documents on file, press Add a document, and choose what it is.
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Step 2: Under Work history and references, add their past jobs.
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Step 3: To keep a copy of the whole record, download it as a PDF from its menu.
Stuck?
A bank change is waiting
Bank details are checked by someone else before they're used. They'll see it in Approvals.
I can't see a card, or its Edit
Your role doesn't cover that part of the record. Ask whoever manages roles.
They want to change their own details
They can, from Edit my details. Some changes wait for HR to check them.
Thanks. That helps us make the guides better.