Personal Data

Created by Louise Persson, Modified on Wed, 18 Sep, 2024 at 3:40 PM by Louise Persson

When creating an employee, certain personal data must be entered. However, you don't need to fill in this information for them. You can configure the system to require specific fields to be completed when the employee logs in for the first time.

Here's how to set it up:

Go to the "Various" menu.
Click on "Systemsettings."
Navigate to the "Staff" tab.
Click the "edit" icon next to Personal Data.

Once you click the edit button, a pop-up will appear with three columns to configure.

Active: This column determines which personal data fields employees can view in their profile or during onboarding. You can disable any fields that are not relevant for your organization.
Required: In this column, you specify which fields must be completed by employees the first time they log into the system. This ensures that you collect accurate information, as employees will provide it themselves.
Options: In this column, there is an option to add additional genders or include an "Other" option. Simply click the "edit" icon and add the required options.