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Personal Info Tab

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To access the Personal Info panel in the Employee portal, click the Personal Info link found in the left menu panel. If you make any changes on the Personal Info page, remember to click Update when finished.

 

 

Employee Info

 

The following section provides identification information about the employee:

 

First Name First name of the employee.
Middle Name Middle name of the employee.
Last Name Last name of the employee.
Maiden Name Maiden name of the employee.
Alias Names Any aliases the employee goes by.
SSN Social Security Number of the employee.
Employee ID This is a unique, read-only ID number that is automatically generated for the employee



Contact Method

 

An employee can update their contact information using the Contact Method page in the Employee Portal Personal Info section.

 

 

Contact methods can be edited, deleted, and added. Click on the field to edit or add a value. To delete a contact method, delete the value inside the field.

    • Note: At least one contact method is required.


Click Update to save any changes made.

 

 

Skills

 

An employee can view their skills using the Skills page in the Personal Info section of the Employee Portal.

 

 

 

Education

 

An employee can view their education history using the Education page in the Personal Info section of the Employee Portal.

 

 

 

Past Jobs

 

An employee can view their past jobs using the Past Jobs page in the Personal Info section of the Employee Portal.

 

 

 

Certifications

 

An employee can view their certifications using the Certifications page in the Personal Info section of the Employee Portal. 

 

Certifications can include things such as 1-9s, Driver's License, drug tests, passports, etc.

 

 

 

Documents

 

An employee can view relevant documents using the Documents page in the Personal Info section of the Employee Portal.


Click View Document to view a the document in a new tab.

 

 

 

Schedule

 

An employee can view their schedule using the Schedule page in the Personal Info section of the Employee Portal.

 

 

  1. Navigate to the Schedule page in the Personal Info section of the Employee portal.

  2. Click Add Schedule near the top-right of the window. This will open up the Create Schedule dialogue window.

  3. Select whether the event is a Single Date or a Date Range.

  4. Enter in the date(s) of the event.

  5. Select the days the event will occur on.
    • Note: This field will be unavailable if the event is a single day.

  6. Mark the box if the event is an all day event. If not, select or enter the shift information.

  7. Indicate your availability during the event.

  8. Click Save & Close if you are finished entering in events. Click Save & Continue to save the event and enter a new event. 
    • Note: Clicking Save & Continue will clear the fields in the dialogue window.

 

 

Current Address

 

An employee can manage or delete their current addresses in the Current Address page in the Personal Info section in the Employee Portal.

 

This page lists all currently held addresses by the employee. Typically one address is entered, but if the employee has multiple residences, enter them as needed. 

 

 

Add an address

 

  1. Click the Add Address button. The Address window appears.



  2. Enter the basic address information.

  3. After entering the Zip Code, click the Get GEO button to display a list of one or more GEO codes will display. Select the one that corresponds to the employee's address.

  4. Check Is Pay Check Address if the current address displayed is the address that is to appear on the paycheck stub, as well as the address the paycheck should be sent to (if direct deposit is not used).

  5. Click Is Resident Address if the address is that where the employee takes residence.

  6. Click Is Active if the address is the employee's current address.

  7. Click Submit to add the address to the list.

 

Edit an address

 

  1. If you have permissions to edit an address, click Edit (pencil icon) that corresponds to the address. 
    • Note: If the Edit icon does not appear, the option to edit has been disabled by your administrator.

  2. In the Address window that appears, update the address fields as necessary, then click Submit.

 

Delete an address

 

  1. If you have permissions to delete an address, click Delete (trash can icon) that corresponds to the address to delete. 
    • Note: If the Delete icon does not appear, the option to delete has been disabled by your administrator.

  2. In the confirmation window which appears, choose OK to delete the address.

 

 

Previous Addresses

 

An employee can manage or delete their previous addresses in the Previous Address page in the Personal Info section in the Employee Portal.


This page lists all previously held addresses by the employee. This information may be needed if the employer runs background checks on its employees.

    • Note: The Add Address, Edit Address, and Delete Address options may or may not be available to you, depending upon the permissions granted by your administrator. See related links for configuration setting information.

 

 

Add an Address

 

  1. Click the Add Address button. The Previous Addresses window appears.



  2. Enter the basic address information.

  3. In the From and To fields, indicate the period of time at which you lived at that address. If you don't know the exact day, just select an approximate date, ensuring the month and year are correct.

  4. Click Submit to add the address to the list.

 

Edit an Address

 

  1. If you have permissions to edit an address, click Edit (pencil icon) that corresponds to the address. 
    • Note: If the Edit icon does not appear, the option to edit has been disabled by your administrator.

  2. Update the address fields as necessary, then click Submit.

 

Delete an Address

 

  1. If you have permissions to delete an address, click Delete (trash can icon) that corresponds to the address to delete. 
    • Note: If the Delete icon does not appear, the option to delete has been disabled by your administrator.

  2. In the confirmation window which appears, choose OK to delete the address.

 

 

Tax Break

 

An employee can view, update, and manage their tax break information using the Tax Break page in the Personal Info section of the Employee Portal. 

 



 Mark the boxes to indicate your tax break information. Click the Clear All button to clear all selections. Click Update to save any changes made.


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