Customize Employee Profiles Using Profile Designer

The Profile Designer in WorkEasy Software allows managers to customize employee profiles by selecting relevant fields and modules. You can add various components to employee profiles including contact information, employment details, documents, and communication tools like Notes.

1. Click Global Settings > HR Data Management > Profile Designer.

2. From the Inactive options panel on the left, drag and drop any desired fields or modules into the active profile area. Available options include:          

   • Settings - Basic profile configuration

   • Employment - Job details and employment information (mandatory)

   • Time Off - Leave and vacation tracking

   • Assets - Company equipment and resources

   • Documents - File storage and document management

   • Credentials - Certifications and qualifications

   • Trainings - Training records and requirements

   • Benefits - Employee benefits information

   • Notes - Communication and messaging

3. Click Save to apply your changes.
   

4. Employees will be able to access the activated modules by going to My Portal > Profile and selecting the appropriate tab (e.g., Notes tab for messages, Documents tab for files, etc.).