The employee profile: tabs, header and actions
Every employee's record lives on their profile. Use this to find your way round someone's profile: open it from My Team, read the status badge, send or chase their invite, schedule a meeting, reset their two-factor login, or find the tab that holds the detail you need. Which tabs and buttons you see depends on your user rights.
Where: My Team › Team › select the employee's row. Their profile opens in a new browser tab.
You need: read access to the part of the profile you want to see. See the rights table below.
How to open a profile and find a detail
- Go to My Team › Team.
- Find the person with search or filters, then select their row.
- The profile opens on Profile › Employment. Use the tabs down the right-hand side to move between sections.
- To edit a section, select Edit on its card, or Edit Data on the Personal tab.
How to invite or chase an employee from their profile
- Open their profile.
- Next to their name, check the status badge. Uninvited or Invited means they have never logged in.
- Select Send Invite (never invited) or Chase Invite (invited, not yet accepted).
- If KAMI asks you to confirm how the invite is sent, select Confirm.
Each person can be chased once every 20 hours. See Adding and onboarding employees.
How to reset someone's two-factor login
Use this when an employee has lost the phone or app they use for two-factor authentication.
- Open their profile on the Personal tab. Their header shows a 2FA badge with the method they use.
- On the right, select Reset 2fa.
Their two-factor method is removed and the badge disappears. If your company requires 2FA, they set it up again the next time they log in. See Module activation and two-factor authentication.
The header
| Item | What it tells you |
|---|---|
| Photo | Select it to upload a new profile photo |
| Name, then the alias in brackets | The name shown across KAMI |
| Status badge | Active, Invited, Uninvited or Deactivated. Invited and Uninvited people still count, and are managed, as active employees. They just have not logged in |
| Position · Employee ID | From the Employment tab |
| Hire Date, Department, Branch | From the Employment tab |
| Police-badge icon | "This profile is under disciplinary action." See Logging and managing disciplinary actions |
| Send Invite / Chase Invite | Shown to people with the Add Employee right |
| 2FA badge | They log in with two-factor authentication, and which method |
| Schedule meeting | Sends this employee a calendar invite. Not on your own profile, or for Uninvited or Deactivated people |
Below the header, a banner lists any future-dated changes scheduled for this person, such as a promotion or pay rise, if you have the Future Profile Changes right.
The tabs
Along the top: Profile, then Leave, Schedule and Pay if you can see those for this person, and Invoicing where your company invoices clients.
Down the right of Profile:
| Tab | What it holds | Right needed to see it |
|---|---|---|
| Personal | Name, contact, address, IDs, bank, emergency contact, dependents, education, past employers, notes | Personal, or IDs and Banking |
| Employment | Job details, disciplinary actions, company policies, assets, onboarding | Employment |
| Team Org | Manager, approvers, delegate approver and what they can see in My Team | Team org |
| Documents | Files on their record. On your own profile, a number shows how many documents HR is waiting for from you | Document access |
| Attendance | Check-in settings, schedule, leave policies | Attendance |
| Payroll | Salary, other payments, contributions, tax, previous employer | Payroll |
| Audit | Every change to the record and its data requests | Team Profile Audit (or My Profile Audit on your own) |
| Notifications, Integrations | Notification preferences and connected accounts | Only on your own profile |
| Access | Their role and modules | Access |
| Lifecycle | Job and pay history over time | Employment |
| Offboarding | The leaver checklist and final pay | Terminate Employee |
Rights are set under My Team › Settings › User Rights, in Profile Data Rights. Read lets you see a tab, edit lets you change it. Without edit you can only look, except on the Personal tab, where your changes go to the employee's approvers as a request. On your own profile, changes to personal details and job details always go for approval.
Side actions on the Personal tab
| Button | What it does | Who sees it |
|---|---|---|
| Edit Data | Opens the Personal tab for editing. Then Submit saves at once, or Request sends it for approval | Anyone who can see the tab |
| Resume | A one-page summary of the person to Download as PDF or Print | Anyone who can see the tab |
| Clone | Opens Add Employee with this person's set-up copied, for a new hire in a similar job | Add Employee right |
| Reset 2fa | Removes their two-factor method | Reset 2FA right, and they use 2FA |
| PDS | The Philippine civil service Personal Data Sheet | Companies with the civil service feature |
What Happens Next
- Edits made with Submit, Save or Edit apply at once and are logged on the Audit tab.
- Edits made with Request wait for the employee's My team approvers, under My Team › Team approvals › Team Data Requests.
- Changes to pay, tax or bank details reach payroll the next time a payslip is calculated.
Tips
- Read the status badge before chasing. Uninvited means nobody has sent an invite yet.
- Use Clone for a new hire in the same job. It copies placement and pay structure, never the wage.
- Give read without edit to people who only need to check details. On the Personal tab their corrections then go through approval instead of saving straight away.
Troubleshooting / FAQ
Q: A tab is missing. You do not have the right for it on this person. Ask an administrator to check your Profile Data Rights.
Q: I can see a profile but the button says Request instead of Submit. You can see the Personal tab but not edit it, or it is your own profile. The change goes for approval.
Q: The profile says "Could not find this employee profile or it has been deleted." The person is outside the employees you can see, or was deleted.
Q: There is no Send Invite button. They are already Active or Deactivated, or you do not have the Add Employee right.