Employee Information in the Mobile App

What types of employee information are viewable in the mobile app?

Purpose: Learn what types of employee information are quickly accessible in the mobile app.

People

To view a specific employee's information in the mobile app, tap People, and then tap on the employee you would like to view.

The information available to you on an employee's profile is the same employee information that you can see on the web with access.   

Personal (Info)

The first tab you see on an employee's profile is the Personal tab. The tab will show the same information you can see on the employee's profile on the web with the exceptions of their SSN and any custom table fields.

Job

On the Job tab, you will be able to see the Employment Status, Compensation, and Job Information sections, including any added custom fields or tables. Only the most recent data on a table will appear on this page, but you can see the history by clicking on the table (for example, Compensation).

Once you have clicked on the table you wish to look into, click History to see any changes over time.

Timesheet

The Timesheet tab will show an employee's current timesheet information. If you have Edit access, you can tap on a specific day in the pay period and update the hours worked or remove hours when needed.

If you would like to see a timesheet for a previous pay period, tap Show: This Pay Period, and you can choose a previous timesheet to view details.

Time Off

The Time Off tab will show you an employee's time off information if you have access. You can see the employee's current balances, upcoming time off, and time off history. 

If you have access to manage policy assignments through access levels, you can tap Record Time Off for an employee.

If you have Edit access, tap on the employee's time off request to approve or deny it.

Emergency

The Emergency tab will show you an employee's emergency contact information. Tapping on a contact button will allow you to reach out directly to the contact in case of an emergency. Depending on your access, you will see the option to tap + Add Contact to create a new emergency contact or tap Edit to make changes to an existing contact. Click here for more details on how to grant access to emergency contacts through access levels.

Documents

The Documents tab will show you an employee's uploaded documents. Additionally, you can upload a document file directly from your phone. Learn more about the Documents tab here.

Notes

The Notes tab will show you all notes related to an employee. Tap on a note to make edits, copy the note's text, or delete it. Tap Add a Note... at the top of the screen to add a new note on the employee's profile.

Benefits

The Benefits tab will show you an employee's enrolled benefit plans. The Company Pays information will only show if shared with the employee through access levels. Additionally, if a benefit plan has a plan URL, you will see a hyperlink icon. Tap on the hyperlink icon to go to the corresponding link in your phone's web browser.

If you have access to view another employee's benefit plans, you can see their benefit plans in the mobile app too.

Performance

You can find goals in the mobile app by tapping My Info and then tapping Performance. Here you will see a list of all of your goals that are in progress. You can filter goals by tapping the filter button in the top right. Create a new goal by tapping the + button.

What information can you edit in the mobile app?
  • Employee #*
  • Status*
  • First Name*
  • Middle Name*
  • Last Name*
  • Preferred Name
  • Birth Date
  • Gender
  • Gender Identity
  • Pronouns
  • Marital Status
  • Shirt size
  • Nationality
  • Recruiter*
  • Windows Live Messenger
  • Address Street 1
  • Address Street 2
  • City
  • State
  • ZIP code
  • Country
  • Work Phone
  • Work Extension
  • Mobile Phone
  • Home Phone
  • Work Email
  • Home Email
  • AIM
  • Skype
  • LinkedIn
  • Twitter Username
  • Facebook
  • Pinterest
  • Secondary Language
  • Custom Fields
  • Timesheets
  • *Can only be edited by a custom access level user or an admin user.

What's next?

Do you need to learn how to download the mobile app?

Do you know that you can access the Company Directory in the mobile app

Would you like to watch a webinar on utilizing the employee record to keep your data clean?