How to Sign Off Your Profile & Dashboards Data

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; Profile & Dashboards data migrated by your IM

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

Sign off and next steps

Ready to sign off

• ☐ Offices exist in Settings > Offices, with correct states and working days (Step 1).
• ☐ Office names on all employees match Office Setting exactly (Step 1).
• ☐ Employee count matches the source headcount, and leavers from the beginning of the year are included (Step 2).
• ☐ Emails are unique and correct; Staff IDs are unique and consistent (Step 3).
• ☐ Dates are YYYY-MM-DD; NRIC numbers have no dashes; compulsory fields are complete (Step 3).
• ☐ The Employee Information Report matches your source file, and 5 to 10 profiles have been spot-checked (Steps 3 and 4).
• ☐ Employee details in each profile match your source file (personal details, job details, dates and any optional tabs) (Step 4).
• ☐ Every manager is a real employee; no circular reporting; managers have confirmed their direct reports (Step 5).
• ☐ User groups are assigned, and one pilot user per role has confirmed what they can see (Step 6).
• ☐ Admin user groups only have access to the modules and information they need (Step 6).
• ☐ The company address and logo are in place under Settings > Company (Step 7).
• ☐ Profile Change Request is set up and tested (approval settings, approvers and permissions), or confirmed as not needed (Step 8).

What happens next

• Once the checks above are done, treat your Employee List as final. The Payroll, Leave, Claims, Timesheets, Performance, Training and Recruitment templates all identify employees using it.
• If you find a problem after other templates have been filled in, correct it in your Employee List first and let your IM know.
• If anything is unclear, or a check does not pass and you cannot see why, contact your Implementation Manager.

🔗 Well done!

Your foundation is in place. With your offices, people, reporting lines and access all verified, you're ready to move on to the rest of your brioHR setup.

← Previous: Profile & Dashboards Data: What to Look Out For and What to Do If Something Doesn't Match

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

Ownership

By: Aqilah