A. HOW TO VIEW/EDIT AN EMPLOYEE'S EXISTING EMERGENCY CONTACT INFORMATION ?
1. At the employee's Profile, click on the Emergency tab.
2. To edit the contact relationship for an existing emergency contact :
i. Click on the Edit icon.
ii. Select the new contact relationship from the dropdown menu.
iii. Click Save to complete the action.
NOTE : If you are unable to view/click on the Edit icon, please check with the Admin user on the permission settings (Settings > User Groups).
3. To add a new emergency contact :
i. Click on the +Add Emergency Contact icon.
ii. Fill in the particulars at the Add Emergency Contact pop up window.
iii. Click on the Save icon to complete the action.
NOTE : If you are unable to view/click on the +Add Emergency Contact icon, please check with the Admin user on the permission settings (Settings > User Groups).
4. To delete an existing emergency contact :
i. Click on the bin icon.
ii. Click Confirm to complete the action.
NOTE : If you are unable to view/click on the Bin icon, please check with the Admin user on the permission settings (Settings > User Groups).
B. HOW TO ADD/EDIT THE EMERGENCY CONTACT RELATIONSHIP IN BULK FOR MORE THAN ONE EMPLOYEE AT A TIME?
1. At HR Lounge, scroll down and click on the Bulk Download/Upload icon.
2. Click on Emergency Contacts.
3. Download the template (excel file) by clicking on the Emergency Contacts icon.
NOTE : Kindly take note of the instructions before downloading the template. Additionally, when adding or editing information to the template, it is highly encouraged to keep the original file, and perform the modifications on the copy of the excel file instead. This is to ensure that in the event of any mistakes, the original data is still available to be uploaded or to be referred to, in order to rectify any mistakes.
4. Fill in/edit the emergency contact relationship information in the downloaded template, and then proceed to upload the excel file by clicking on the +Browse files icon.
5. Select the file to upload from your device, and then click on the Save import data icon to complete the data upload.
NOTE : If you have added a new relationship category in the downloaded template, when you upload the template to the system, it will auto create the new relationship category based on the new information added. You may verify the new relationship category by viewing the information at the employee's Profile (Emergency tab) or at the Personal Data settings (Settings tab).
C. SELECTING THE EMERGENCY CONTACT RELATIONSHIP FOR NEW JOINER (ONBOARDING MODULE)
The emergency contact relationship information can be added by new joiners as well, by using the Onboarding module. For further guidance, please refer to the sample screenshot below.
EMPLOYEE'S VIEW (HOME > ONBOARDING > OPEN TASKS) :
D. FOR ADMIN USER : HOW TO CUSTOMIZE/DELETE THE RELATIONSHIP TYPE ?
Go to Settings, and click on the Personal Data tab.
Under the Emergency Contact Relationships column, you will find a list of default relationship types.
1. To edit an existing relationship type :
i. Click on the Edit icon.
ii. Key in the new relationship type.
iii. Click on the Save icon to save the changes.
NOTE : When you edit an existing relationship type at the Settings dashboard, it will automatically update the existing relationship type of all the employees at their Profiles accordingly.
For example, at Settings, you modify the existing relationship type from "Spouse" to "Husband".
Therefore, at the employee's Profile > Emergency tab, the emergency contact relationship will automatically change from "Spouse" to "Husband" as well.
2. To delete an existing relationship type :
i. Click on the Bin icon.
ii. Click on the Confirm icon to complete the action.
NOTE : When you delete an existing relationship type at the Settings dashboard which is being used by the employees, it will automatically delete the data and this action cannot be undone.
3. To add a new relationship type :
i. Click on the +Add icon.
ii. Key in the new relationship type.
iii. Click on the Save icon to save the changes.
The new relationship type will then be available at the dropdown menu to be selected accordingly.
