The Employee Profile can be customized in order to provide your managers the most relevant information about each employee upfront.

Navigation

To open the Employee Profile Builder, simply select the All Apps button in the top left corner of the header and then the Settings app from its drop-down menu. When the Settings page opens, select Employee Profile Builder under the Platform section.

Employee Profile Builder

The Employee Profile Builder includes two sections:

• Personal Information
  • Personal Phone Number
  • Personal Email Address
  • Home Street Address
  • Home State
• Employment Details
  • Start Date
  • Termination Date
  • Job Title
  • Assigned Work Location
  • Department
  • Manager
  • Work Phone Number
  • Work Email Address
  • Brand

These sections and their details can be adjusted to best reflect the necessary employee information.

Rename sections

To rename one of the existing sections, simply select the title and make any necessary changes.

Add fields

You can add additional fields to both sections by selecting the + Add Field button and then either a Standard or Custom Employee Attribute.

Change fields

You can easily change fields without having to remove a field by simply clicking an existing field’s attribute name and then selecting the preferred Standard or Custom Employee Attribute from the drop-down list that opens.

Reorder fields

You can rearrange the order of the fields so that information is presented in your preferred order. To do this, first click the Reorder button in the top right corner above the Edit Fields subsection.

A modal will then open where you can view the order of fields in both the Left Column and Right Column. Click, drag, and drop the multi-dot icon next to the preferred field in order to move the field into the desired place.

Once all fields have been rearranged in the preferred order, select Save to apply the changes.

Rename or remove a field

From a field’s action menu, or ellipses, you will have two options:

• Rename Label – This allows you to rename the field.
  • Note: With this option, you are only renaming the attribute as it is displayed in the Employee Profile and not in other places of the system.
• Remove – This will remove the field from this profile’s section.

Other considerations

If for some reason you only have Custom Attributes selected for the profile card, and you decide to have them all deleted with the help of your CS Representative, then the profile card will reset to the default values mentioned above.

Permissions

Users can be given access to the Employee Profile Builder via the Employee Profile Builder permission.