A. How To View/Edit An Employee's Existing Emergency Contact Information
1. Go to the employee's profile and click on the Emergency tab.
2. To edit the contact relationship for an existing emergency contact:
- Click on the Edit icon.
- Select the new contact relationship from the dropdown menu.
- Click Save to complete the action.
NOTE:
If you are unable to view or click on the Edit icon, please check with the Admin user about the permission settings (Settings > User Groups).
3. To add a new emergency contact:
- Click on the +Add Emergency Contact icon.
- Fill in the particulars in the Add Emergency Contact pop-up window.
- Click the Save icon to complete the action.
NOTE:
If you are unable to view or click on the +Add Emergency Contact icon, please check with the Admin user about the permission settings (Settings > User Groups).
4. To delete an existing emergency contact:
- Click on the Bin icon.
- Click Confirm to complete the action.
NOTE:
If you are unable to view or click on the Bin icon, please check with the Admin user about the permission settings (Settings > User Groups).
B. How To Add/Edit The Emergency Contact Relationship In Bulk For Multiple Employees
1. In HR Lounge, scroll down and click on the Bulk Download/Upload icon.
2. Click on Emergency Contacts.
3. Download the template (Excel file) by clicking on the Emergency Contacts icon.
NOTE:
Please take note of the instructions before downloading the template. It is highly encouraged to keep the original file and perform modifications on a copy of the Excel file. This ensures that in the event of any mistakes, the original data is still available to be uploaded or referred to for rectification.
4. Fill in or edit the emergency contact relationship information in the downloaded template. Then, upload the Excel file by clicking on the +Browse Files icon.
5. Select the file to upload from your device, and then click on the Save Import Data icon to complete the data upload.
NOTE:
If you have added a new relationship category in the downloaded template, the system will auto-create the new relationship category based on the added information when you upload the template. You may verify the new relationship category by viewing the information in the employee's profile (Emergency tab) or in the Personal Data settings (Settings tab).
C. Selecting The Emergency Contact Relationship For New Joiners (Onboarding Module)
New joiners can add emergency contact relationship information using the Onboarding module. For further guidance, please refer to the sample screenshot below.
EMPLOYEE'S VIEW (HOME > ONBOARDING > OPEN TASKS):
D. For Admin Users: How To Customize/Delete The Relationship Type
Go to Settings, and click on the Personal Data tab.
Under the Emergency Contact Relationships column, you will find a list of default relationship types.
1. To edit an existing relationship type:
- Click on the Edit icon.
- Enter the new relationship type.
- Click the Save icon to save the changes.
NOTE:
When you edit an existing relationship type in the Settings dashboard, it will automatically update the existing relationship type for all employees in their profiles accordingly.
For example, if you change the relationship type from "Spouse" to "Husband," the emergency contact relationship in the employee's profile > Emergency tab will automatically change from "Spouse" to "Husband."
2. To delete an existing relationship type:
- Click on the Bin icon.
- Click on the Confirm icon to complete the action.
NOTE:
When you delete an existing relationship type in the Settings dashboard, it will automatically delete the data, and this action cannot be undone.
3. To add a new relationship type:
- Click on the +Add icon.
- Enter the new relationship type.
- Click the Save icon to save the changes
The new relationship type will then be available in the dropdown menu to be selected accordingly.
Need Assistance?
If you have any questions or require assistance, please reach out to our support team via live chat or email us at support@briohr.com.