Synchronise linked staff and portal contact details

Understand how v1.3.0 updates linked staff/contact identity details when the profile contains those relationships.

What you need before you start

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

How to do it

1. Confirm the employee profile is linked to the intended staff account or client contact.
2. Apply an authorised name, work-email or phone change.
3. Open Automation and review the staff/contact target result.
4. Open the linked staff/contact record and verify the saved value.

What the module checks

• A target is updated only when its link ID exists and its table exposes the mapped column.
• Work email is used for linked operational identities where supported.
• Failure of one target is recorded in sync logs for review.

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.

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