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Staff Member Profile

The staff member profile is the central hub for all HR data about an employee.

Path: Admin โ†’ Staff โ†’ Select a staff member, or Admin โ†’ HRM โ†’ Staff โ†’ Click staff URL: admin/hrm/member/{staff_id} Permission: HRM View (Edit for most edits; some tabs allow staff to edit their own data)

Overviewโ€‹

The staff profile contains multiple tabs with different HR information. Each tab is described below.

Profile Tabsโ€‹

1. Staff Profileโ€‹

Purpose: Core staff information (from Perfex + HRM extensions).

Fields include:

  • HR Code, Full name, Sex, Birthday, Birthplace, Home town
  • Marital status, Nation, Religion
  • Identification, Days for identity, Place of issue
  • Resident, Current address, Literacy
  • Status work โ€“ working / maternity_leave / inactivity
  • Job position โ€“ from Settings
  • Workplace โ€“ from Settings
  • Account number, Email, Phone, etc.
  • Departments (from Perfex)
  • Custom fields
  • Administrator, Password, etc.

Actions: Submit to save changes

2. Staff Permissionsโ€‹

Purpose: Perfex role and permissions (admin only).

Visibility: Admin only

3. Staff Contractโ€‹

Purpose: Contract history for this staff member.

Content:

  • DataTable with contracts (ID, code, name, dates, status)
  • Add/edit contracts from contract management

4. My Payslipsโ€‹

Purpose: Payslips available for this staff member.

Content:

  • Table: Month, Payroll type, Options
  • View โ€“ Opens payroll table view
  • Download โ€“ Download payslip
  • View / PDF โ€“ View or print as PDF

5. Insuranceโ€‹

Purpose: Insurance information.

Content:

  • Insurance book number
  • Health insurance number
  • Province/city ID
  • Registration medical care

6. My Dependantsโ€‹

Purpose: Dependants (family members) for insurance/benefits.

Content:

  • Table: Name, Relationship, Date of birth, Options
  • Add Dependants โ€“ Opens modal
  • Edit / Delete per dependant

Who can edit: Admin, HR Edit, or the staff member themselves

7. My Trainingsโ€‹

Purpose: Training records (completed trainings).

Content:

  • Table: Training type, Completed date, Certificate number, Options
  • Add Training โ€“ Opens training modal
  • Delete per record (HR Edit)

8. My Assetsโ€‹

Purpose: Assets assigned to this staff member.

Content:

  • Table: Name, Category, Condition
  • Assign Asset โ€“ Opens asset modal to assign an asset

9. My Projectsโ€‹

Purpose: Perfex projects this staff is assigned to.

Content:

  • Table: Project (link), Status
  • Links to project view

10. My Coursesโ€‹

Purpose: Learning courses this staff is enrolled in.

Content:

  • Table: Course, Status (enrolled/completed), Completed date
  • Courses are enrolled via Learning Paths โ†’ Enroll Staff

11. Onboardingโ€‹

Purpose: Onboarding records for this staff member.

Content:

  • Table: Template, Status, Started date, Options
  • View โ€“ Opens onboarding record (checklist, per-item toggle, mark completed)

12. Attachmentsโ€‹

Purpose: File attachments for this staff member.

Content:

  • Dropzone for upload
  • List of attachments with preview/download/delete
  • Stored in modules/hrm/uploads/{staff_id}/

Key User Flowsโ€‹

Add Training from Member Profileโ€‹

  1. Open staff profile โ†’ My Trainings tab
  2. Click Add Training
  3. Modal: select training type, completed date, certificate number
  4. Submit

Assign Asset from Member Profileโ€‹

  1. Open staff profile โ†’ My Assets tab
  2. Click Assign Asset
  3. Modal: select asset (or create new) and assign to this staff
  4. Submit

View/Download Payslipโ€‹

  1. Open staff profile โ†’ My Payslips tab
  2. Click View, Download, or View / PDF for a payslip

Toggle Onboarding Checklist Itemโ€‹

  1. Open staff profile โ†’ Onboarding tab โ†’ View on a record
  2. On onboarding record page, click checkbox next to a checklist item
  3. Change is saved immediately
Support

For support, visit the Themesic Support Area or raise a ticket.