The Basic Profile of the employee aims to gather information that helps identify a person. It is accessible to all individuals within a company. However:
The access location depends on the settings of each particular product.
The employee fields accessed depend on the settings of each particular field.
Therefore, although the profile is accessible to everyone, not all information will be available to all employees.
Where can it be accessed?
Homepage / Employee One-page
By clicking on 'Open profile' below the user's photo and name;
Under 'My data', an option in the drop-down list when clicking next to the user's photo in the top right corner of the screen (horizontal navigation bar of the platform);
Organization
By clicking on the name or photo of an employee in Management > Employees;
By clicking on the name or photo of an employee in Management > Positions > Active positions of any selected position;
By clicking on the name or photo of a person in the organizational chart in Management > Directory;
1:1
In the icon on the right-hand side of the navigation tab in the 1:1 product;
IDP
In the "My Development" tab, click on "Profile" right below the employee's name next to the overall PDI progress bar;
Performance Review
When responding to a review in the sidebar, if the review admin has configured it that way;
Directory
When clicking on the name or photo of a person in the organizational char;
Succession
When clicking on the name or photo of a person in the Succession Map;
When clicking on the name or photo of a person in the Succession Table in Analytics.Rocks.
An example of how this Basic Profile appears can be seen below:
How is it configured?
Go to Organization > Settings > Employee Fields and Profile > Basic Profile.
🔊Its configuration is independent of the Evolution Profile configuration. In other words, what is configured here does not reflect in the Evolution Profile.
The Basic Profile comes with a default configuration composed of 3 sections that include the platform's standard fields:
Organizational
Identifier
Area
Department
Leader
Job Title
Level
Location
Career
Admission date
Salary range
Termination date
Termination type
Termination reason
Personal
Name
Nickname
Email
Date of birth
Education
Country
Gender
However, as an admin, you have the autonomy to define whether these are the sections and fields you would like to display in the Basic Profile:
The sections can be edited (names and the fields of the collaborator contained within them) and also removed.
This includes both default collaborator fields and those created by admins.
The default fields can be moved to different sections or completely removed from the Basic Profile.
⚠️ Removing something from the profile is different from deleting something from the platform. Even if a section with multiple fields or a collaborator field is removed from the Basic Profile, they will NOT be deleted from the platform.
In other words, the fields can still be accessed through the field list in Organization > Fields and Collaborator Profile > Collaborator Fields, and the data will not be lost.
You can add up to 25 collaborator fields per section and up to 25 different sections.
Furthermore, sections with pre-populated content called Leader, Subordinates, Multiple Leadership, Position, and Succession will be available to be shown or hidden in the Basic Profile, at the admins' discretion.
It's important to note that:
The Succession section will only appear if the company has the Succession product subscribed.
The Position section will only appear if the position and role structure is active.
The Multiple Leadership section will only appear if the functionality has been enabled and if there is at least one multiple leadership relationship configured.
The Leader and Subordinate sections will appear if the collaborator has Leader(s) and/or Subordinate(s) assigned.
And if you have any questions about employee fields, we have the article "What are Employee Fields?"
Questions? #ChatWithUs 🚀 😄
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