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Update employee settings

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This article is for Owners and admins who use Humanised

Overview

  • 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

  • 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.
  • Click on the relevant employee’s name to open the employee’s profile.

Step 2: Update settings

  • Open “settings” from the sub sections from the left side.
  • Then update the followings:
Figure 1 - Employee settings

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

  • Once you've completed your updates, click on the "Save" button to finalize the changes within the employee profile.

What's next?:

Update EPF/ETF for employees 

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