Help contacts
Use Help contacts to name the person employees are sent to when they need HR help in an area: who to ask about payroll, attendance, leave, their profile or expenses. When an employee asks Kita to pass a question to HR, Kita emails the help contact for that area, and the setup guides name them when something isn't set up and the person can't fix it themselves.
Where: More › Settings › Company › Help contacts
You need: the Company Details right. Read lets you see the contacts, write lets you change them.
How to set your help contacts
- Select More at the bottom left, then Settings.
- Under Company, select Help contacts.
- For each area, search for the person by name or employee ID and choose them. Only active employees can be chosen.
- To remove a contact, clear the field.
- Select Save. Cancel puts back what was saved.
You see "Help contacts saved" when it worked.
What each area covers
| Area | Who to name |
|---|---|
| Payroll | Whoever answers pay, payslip and tax questions |
| Attendance | Whoever fixes schedules, clock-ins and timesheets |
| Leave | Whoever answers leave balance and policy questions |
| Employees | Whoever keeps profiles and documents up to date |
| Expenses | Whoever handles claims and reimbursements |
| General | The fallback for anything else |
Each area holds one person. One person can cover several areas.
What Happens Next
- Kita's hand-off. When an employee asks Kita to pass something to HR, the hand-off card names the contact for the area of the chat, and Kita emails them. With no contact for that area, it goes to the General contact.
- Kita's allowance. If Kita's free allowance runs out, the employee's HR contact can be told.
- Setup guides. When a guided setup finds something missing that the person can't fix themselves, it shows the contact for that area so they know who to ask.
- Changes apply straight away.
Tips
- Always fill in General. It catches every area you leave empty.
- Name a person who reads their email daily. A hand-off nobody reads leaves the employee waiting.
- Update the list when someone leaves. Contacts are not changed automatically when an employee is offboarded.
Troubleshooting / FAQ
Q: Kita's hand-off has no name in the To row. There is no contact for that area and no General contact. Set one.
Q: I can see the page but cannot change it. You have read access only to Company Details. Ask an admin for write access.
Q: The person I want is not in the search. Only active employees can be chosen.