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Employee Management and Leader Roles and Permissions
Managing Employees In the Portal
View or Edit an Employee
View or Edit an Employee

Review or update details on an employee record

Leah Hahn avatar
Written by Leah Hahn
Updated over a week ago

Click on VIEW from the Employees list to see an employee record and make edits. The employee record is divided in three sections, Employee, Organization, and Settings to make it easy to view data and make changes.

Employee

The Employee section contains information that is specific to an employee. This includes their Personal Details and Employment Status.

Personal Details

Click the arrow on Personal Details to edit the following information for an employee:

  • First Name

  • Middle Name

  • Last Name

  • Email (cannot be the same as another employee)

  • Phone (cannot be the same as another employee)

  • Birth Date

If you update employee contact info (phone or email) during a live assessment, the next scheduled reminder will be sent to the new address or number.

Employment Status

The Employment Status allows an employee to be set to the following:

  • Active - Active employees reflect the current employees for an organization. Employees with an Active status will be included in the Emplify Survey unless set to be excluded.

  • Inactive - Inactive employees do not get assessments and all of their permission to the system is removed.

To save a status change for an employee, make sure the new status is set, then click CONFIRM.

Organization

The Organization section contains the details about an employee that are related to the organization. This section allows for editing of Group Memberships, Attributes, Employer ID, and Employee Start Date.

Group Memberships

Click the arrow on Group Memberships to update the memberships for an employee.

Note: An employee must be assigned to groups to be included in the group reports for the Emplify Survey.

To update a membership, click on the dropdown arrow and select a new group from the list. Changes to group memberships that take place before the Emplify Survey closes will be included in the survey results. To protect anonymity and our "Rule of 5" policy, changes made after the survey closes will not be reflected in survey results or SmartPulse groupings. These will be used in your next Emplify survey.

Attributes

Click the arrow on Attributes to update attribute assignments for an employee. These are used when displaying survey results for Hidden Attributes.

Employee Start Date

The Employee Start Date is used to determine what group an employee should be associated with for Tenure and Hire Cohort reports. You can type in or use the date picker to edit the date.

Access to Engagement

See our Access to Engagement article

Setting

The Settings section allows you to control permissions for an employee including if they should receive surveys and SMS invitations.

Receiving Surveys

The Receiving Surveys toggle is intended to be used if you have a leader who needs access to People Insights but doesn't want to be included as a participant in the engagement assessment. Toggle the Receiving Surveys selector to No and that leader will not be included in the next assessment.

SMS Notifications

The SMS Notifications toggle can stop invitations and reminders for the assessment from being sent to an employee.

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