This guide provides HR Managers and System Administrators with a comprehensive overview of the modernised Employee Profile. It details the centralised interface structure, tab functionality, and available actions to ensure efficient management and maintenance of employee records.
Navigating the Employee Profile
The profile layout puts key information front and centre to improve the visibility of essential employee details.
To begin from top down, the profile header includes:
Profile Image (with an edit icon)
Preferred name
Username
Position
Email Address
Under this, information is organised into categories accessible via a tabbed navigation system:
Profile: Provides quick access to critical data points, such as Employee Details, Position, Contact Details, contracts and System Permissions.
Activities: Provides a cleaner, more organised view of learning activities, professional development records, tasks and workflows, and performance activities.
Career: Brings together Position History and Salary History in a single location, providing a complete view of an employee's progression within your organisation.
Payment Details: Contains bank account information, taxation details, KiwiSaver details (NZ), and employment payment details. (Access to view this page will require the HR Manager security profile).
Recognition: Designed to showcase employee achievements, awards, and recognition received. (If you have the Rewards and Recognition module enabled).
Change History: View historical audit log of any changes made to the employee profile.
The Actions button allows administrators to:
Assign Appraisal
Assign Course
Assign Onboarding Workflow
Change the user's profile photo
Share the user profile
Download Standard / Extended (profile details such as custom user fields, position etc.)
Login as User (This requires Company administrator role)
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Note: Certain action buttons may vary depending on which modules are enabled on your ELMO system.
Profile Tab
The Profile tab features a clear, logical hierarchy organised into five main sections. Under each tab or section, an Edit button will appear giving you the ability to adjust any fields should you require.
1. Employee Details
This section consolidates three key areas:
1. General: Core default employee profile fields such as Username, Email address, Employee number, First name, Last name, Preferred names, Date of Birth, Legal Entity, and Country / State.
2. Additional Details: Custom user fields that have been setup and are relevant to your organisation.
3. Diversity Questions: Section that captures demographic information such as gender identity, Aboriginal and Torres Strait Islander status, ethnicity, language skills, education, and other organisation‑specific questions.
2. Positions
The Positions tab shows the employee’s current role and full position history, including title, department, location, manager, and the effective dates and reasons for each change. It gives admins and HR Managers a clear audit trail of how the employee’s role has evolved over time, while visibility for managers/employees is controlled via configuration.
3. Contact Details
All contact-related information consolidated in one place:
Personal contact information (phone, mobile, personal email)
Next of Kin details
Emergency contact information with relationship details
4. Notes & Contracts
Centralised access to important documentation such as:
Employee notes and comments
Contracts (current and historical) and signed contract acceptance records
Contract acceptance attachments (Note: Attachments shown are only files attached via the Contracts module; recruitment offer attachments will not display here).
5. System permissions
The System Permissions section provides visibility into an employee's access rights without requiring navigation to separate administration areas. This gives you information on:
System Role: Company Admin, Manager or Employee
Security Profiles: Provides an overview of which security profiles the user has access to at a glance.
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Important note: This section is view-only. System permissions must still be updated through the regular user administration processes. The Profile tab display provides visibility but does not offer editing capabilities for permission settings.
Activities tab
This tab provides a unified timeline of employee activity across the platform. It centralizes records from various modules:
Learning
Documents
Performance
Tasks
Onboarding Workflows
Each tab grants you the ability to filter by status and search by the name of the item you are looking for:
Career tab
The Career tab gives a consolidated view of an employee’s career history and aspirations. It brings together current position details, full position history (with dates and reasons), salary history (where permitted), and career preferences/goals into a single page.
As well as an employee's Resume section, which includes:
Summary
Work History
Education
Skills
Language Skills
Recognition Tab
The Recognition tab displays an employee’s achievements, awards, and other recognition in a dedicated, read‑only view. It surfaces trophies, recommendations, points and awards in a cleaner, more visual layout.
Change History Tab
The Change History tab is an audit log that lets Company Administrators and HR Managers review all completed, scheduled, and failed profile and employment‑detail changes recorded via effective dating. It displays fields changed, old/new values, effective dates, reasons, and status, and can be exported to CSV.
