Appogee HR: Employee Profile Configuration

Please note that only users with the Administrator role have access to Employee Profile Configuration.

Employee Profiles consist of Profile Categories which contain profile fields and employee records.

A Profile Field is a data item related to an employee. For example Work Telephone Number is a Profile Field and it can contain data such as "01668 549 257".

Profile Fields can be set as mandatory (required) items.  Mandatory fields are not enforced on Employee Profile creation but are enforced on Employee Profile edit.

Profile fields determine the content of the CSV upload that HR Managers can use to import user data into Appogee HR. 

An administrator can access the Employee Profile Configuration page as shown below:

Quick Links

  1. Creating Profile Categories
  2. Editing Profile Categories
  3. Deleting Profile Categories 
  4. Restoring Profile Categories 

 

Creating Profile Categories

To create a new Profile Category, click on the Create Profile Category button as showed below:

 

      1. In the Main Details tab, add the Name and Description of the new Profile Category.
      2. In the Default Employee Record Security tab, you can configure what the default access is for managers and employees for records that are created under this category. HR Managers always have the ability to create and edit records for accounts they have access to.
      3.  
        •  Check the boxes for the employee roles that should be allowed to create new records:
        •  
        • Select the default security level for employees and managers.The default security can be overridden when the record is being created:
         
      4. In the Employee Profile Fields tab, you can create and configure the fields that belong to a Profile Category. The Profile Fields will belong to a Sub Category. Create a Sub Category for your Fields:
      5. You can now start adding profile fields. Different security access levels and types can be configured for profile fields. 
      6. Enter the first profile field and click on Add Field as shown below:
      7. When you add the field the view will be updated to allow for further configuration:
      8. You can now configure the profile field type. There are 4 field types:
        • Text (you can later change this to Paragraph if you wish).
        • Paragraph (you can later change this to Text if you wish)
        • Date (you cannot change this type after creation)
        • Dropdown (you cannot change this type after creation)
        Select one of the types.
      9. In the example below, the Dropdown type has been selected. For Dropdown field types, the list items must be configured or selected from an existing list. Click on Configure:
      10. From the dialog make a selection between Use Existing List or Create New List.
        1. If you choose to use an existing list, select which list to use:
        2. If you choose to create a new list enter a name for the new list.
        3. You can configure the list items for this new list as described in this article.
      11. You can set a field as Mandatory as shown below:
      12. In the Options menu you can Insert a new Field, Move the field or Delete the field:
      13. To configure the field security, select the security mode and change the access levels for :
      14. The available access rights are:

        Read- User Role has Read only access, cannot edit

        Edit- User Role is able to Read and Edit the field

        Hidden- User is not able to Read of Edit the field

        Masked- Field is shown as blank but can be Read and Edited by User Role when clicked on

        Masked Read-Field is shown as blank but can be Read by User Role when clicked on

      15. Add more sub-categories using the New Sub Category option:
      16. Save your new Profile Category and fields:

 

Editing Profile Categories

To edit an existing Profile Category, click on the Profile Category from the list as shown below:

 

 

          1. In the Main Details tab, you can change the Name and Description of the Profile Category.
          2. In the Default Employee Record Security tab, you can configure what the default access is for managers and employees for records that are created under this category. HR Managers always have the ability to create and edit records for accounts they have access to.
          3.  
            • Check or uncheck the boxes for the employee roles that should be allowed to create new records:
            •  
            • Select the default security level for employees and managers. The default security can be overridden when a record is being created:
             
          4. In the Employee Profile Fields tab, you can configure the fields that belong to a Profile Category. Switch between the Edit Mode and Security Mode:
          5. In the Edit Mode you can add, delete or edit fields from here. Please note that you can only switch between the Text & Paragraph type. Date & Dropdown types cannot be changed.:
          6. You can restore deleted fields by clicking on Show Deleted Fields and selecting the Restore option next to a deleted field:
          7. In the Security Mode you can modify the security access for the different employee roles:
          8. When you are happy with your changes, don't forget to save them.

 

 

Deleting a Profile Category

From the Employee Profile Configuration page, click on the delete icon for the Profile Category you wish to delete and accept the confirmation message:



 

Restoring Profile Categories

Click on Show Deleted Categories. You can then restore the Profile Category using the Restore icon as shown below:

 

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