Employee Record Centre & Employee Record Approvals · How-to guide

Complete Personal & Contact employee fields

Enter every personal & contact field using the exact types, required flags and options defined in HRM v1.3.0.

Audience: HR administrators and authorised managersPermission: Human Resource Management: ViewModule v1.3.0
Exact navigation Admin Area → Human Resources → Employee Record Centre → Select employee → Current Record → Personal & Contact
Code-backed scope These instructions follow Human Resource Management v1.3.0. Use only controls visible to your permission level and confirm the saved record or audit entry after every action.

What you need before you start

  • Access to Admin Area → Human Resources → Employee Record Centre → Select employee → Current Record → Personal & Contact.
  • The Human Resource Management: View capability or administrator access.
  • The correct employee, record, period or authorised evidence.

How to do it

  1. Open the employee and Current Record tab.
  2. Expand or scroll to Personal & Contact.
  3. Enter only values supported by authorised source evidence.
  4. Review required and sensitive markers.
  5. Enter the amendment reason and click Save & Synchronise.
  6. Confirm direct application or the pending approval request.

Fields and options

TitleSelect; options: Mr, Mrs, Miss, Ms, Mx, Dr, Prof.
First nameText; required.
Middle name(s)Text.
Last nameText; required.
Preferred nameText.
Previous namesTextarea; controlled/sensitive.
Date of birthDate; controlled/sensitive.
Personal emailEmail; controlled/sensitive.
Work emailEmail; controlled/sensitive.
Primary phoneText.
Alternative phoneText.
Address line 1Text; controlled/sensitive.
Address line 2Text; controlled/sensitive.
Town / cityText; controlled/sensitive.
CountyText; controlled/sensitive.
PostcodeText; controlled/sensitive.
CountryText; controlled/sensitive.
Emergency contact nameText; controlled/sensitive.
Emergency contact relationshipText; controlled/sensitive.
Emergency contact phoneText; controlled/sensitive.
Emergency contact emailEmail; controlled/sensitive.

What the module checks

  • Dates must use YYYY-MM-DD through the date control.
  • Email and number fields must pass their field-type validation.
  • Controlled/sensitive fields may require approval before application.

What happens next

The module saves the permitted change and records the resulting status, version, delivery or synchronisation evidence. Reopen the relevant register and verify it.

Troubleshooting

  • If the control is missing, confirm the required HRM permission and module version 1.3.0.
  • If saving fails, correct the exact field or state named in the validation message.
  • If an email/automation is missing, review the module delivery/audit log and host cron/mail settings.
HR data safety Restrict identity, right-to-work, payroll, bank, health, disciplinary and document information to authorised staff. Do not place protected values in free-text notes, email recipients or screenshots.