How to Fill In the Optional Profile Tabs and User Group Access

Audience & Scope

Audience: HR and admin teams setting up brioHR for the first time

Module: Profile & Dashboards

Country: Malaysia, Singapore

Pre-requisites: Implementation kick-off meeting with your Implementation Manager (IM) completed; the Company Data Template and Employee List Template from your IM

This article is part of the Profile & Dashboards data migration series. It follows the Profile & Dashboards Data Migration Guide (PDF).

Optional tabs and User Group Access

All four optional tabs are matched to the employee by Employee Email Address, so it must be identical to the email on the Employee List. If an email is spelled differently, brioHR can't tell who the row belongs to.

Family Details tab

Spouse and children only. Other relationships belong in Emergency Contacts. This tab does not affect tax calculation.

Column	Required	Notes
Employee Email Address	Compulsory
Type	Compulsory	Options: Spouse, Child.
Spouse/Child Name	Compulsory
Mobile Phone, Email	Optional
Date of Birth	Optional	YYYY-MM-DD.
Identity Document - Name	Optional	Options: MyKad, Passport.
Identity Document - Number	Optional
Identity Document - Delivery Issue Date, Expiry Date	Optional	Only for Passport documents.

Emergency Contacts tab

Column	Required	Notes
Employee Email Address	Compulsory
Name	Compulsory
Relationship	Compulsory	Options: Spouse, Partner, Parent, Children, Extended Family Member, Friend, Other.
Mobile Phone, Email	Optional
Date of birth	Optional	YYYY-MM-DD.
Address (First Line, Second Line, Zip, City, Country)	Optional

Training & Certificates tab

Column	Required	Notes
Employee Email Address	Compulsory
Type	Compulsory	Options: Training, Certification.
Title	Compulsory
Start Date, End Date	Optional	YYYY-MM-DD.
Description	Optional
Expiry Date	Optional	For certifications only.

Experience & Education tab

Column	Required	Notes
Employee Email Address	Compulsory
Type	Compulsory	Options: Professional, Education.
Company name	Compulsory
Job Title	Optional
City, Country	Optional
Start Date, End Date	Optional	YYYY-MM-DD.
Description	Optional

User Group Access tab

List each user group (Admin and Employee are the defaults, with room for more) and mark True or False for access to each of the eight modules. Use the remark column for any notes.

🔗 Good to know
"I cannot see this module" is the most common support ticket we receive, and it almost always comes back to this tab. A few minutes of care here saves a lot of questions later.

← Previous: How to Fill In the Office Setting and Employee List Templates

Next: Common Profile & Dashboards Migration Mistakes, an Example, and Sending Your Templates →

Back to Profile & Dashboards Data Migration and Verification: Start Here

Ownership

By: Aqilah