Profile (Administrator)

profile

What is this form?

Profile allows an Administrator to view and edit certain information relating to your employees.  An employee’s profile is broken into one of nine easy to use sections: Personal, Job, Tax, Banking, Contacts, Deductions, Leave, Company Property, and Forms.

Why/when to use the form?

Use this form to quickly gain a macro view of your employees.

Tips From Your CBS Pros:

  • To upload a photo, you can click on the “Upload Photo” under the Personal Tab and select one from any one of your system files and save
  • If you need additional Property types added, contact CBS
  • Make sure when you add a contact, you list the “Contact Type” before you save
  • You can search by employee or scroll through list

How to use this form:

Because this form is your one-stop for so much relating to your employees, it is important to note what each tabbed section does.  Below we will explain the various tabs and how to best use iManage to accomplish your goals.  Please note that many of these tabbed sections are also standalone buttons from the home page that you can easily navigate to.

Personal Tab allows the Administrator to edit personal information for the employees that he/she manages.  All areas marked with an  asterisk-icon are required fields.  Once a change is made, save the information and the data will be immediately committed to the iManage database.

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Job allows the Administrator to view Job information for the employees that he/she manages.  The Job screen defines the working arrangements for an employee to perform a specific job in a particular place in the organization.  If you need to edit information concerning an employee’s job then this must be done via the Job function on the home page.

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Tax allows the Administrator to view Tax information for the employees that he/she manages.  If you would like to edit such information, simply click on the “Change My Taxes” button and you will be taken to Tax setup screen.

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Once you have landed on the Tax Screen, hit the orange  add-icon if you would like to add additional tax jurisdictions or simply edit the existing information on your employee.  Upon completion of your edits, make sure to save your changes by hitting the save button save-icon  .


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Once you hit the save button, you will be asked to denote the Effective Date and the Change Reason.  Once you have selected the appropriate date and reason, your changes will be committed to the iManage database.


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Banking allows the Administrator to view and edit banking information for the employees that he/she manages.  If you would like to edit such information, simply click the orange add-icon to begin editing your employees’ information.  Upon completion of your edits, make sure to save your changes by hitting the save button save-icon.  Please note that you can split an employee’s pay as many times as you need.

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Once you hit the save button, you will be asked to denote the Effective Date and the Change Reason.  Once you have selected the appropriate date and reason and hit “OK” – your changes will be committed to the iManage database.


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Contacts allows the Administrator to view the emergency contact and dependent / beneficiary information for the employees that he/she manages.  Make sure to denote what type of contact the person is to the employee.  This will feed into the benefits enrollment screen as often times contacts are also dependents.

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Deductions allows the Administrator to view the deduction information for the employees that he/she manages.

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Go to Part

Leave allows the Administrator to view the Leave information along with any requested leave for the employees that he/she manages.

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The leave section will also allow an Administrator to request leave on behalf of an employee that does not have access to iManage.  Simply click the orange  add-icon to open the dialog box to add a vacation request.  Select the date either from the calendar or within the ‘Start Date’ and ‘End Date’ boxes.  Select the type of leave and then hit the save button  save-icon.  Then hit the ‘Submit for Approval’ button and a workflow will begin and go through the approval process for the leave request.

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Property allows the Administrator to view the company property information that has been issued to the employees that he/she manages.  To add property, simply click the orange  add-icon to open the dialog box to add the appropriate information.  Once completed make sure to hit the save button  save-icon.

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Forms allows the administrator to have access to all forms that have been collected on an employee throughout their time at your organization in one place.  To add a form simply click the orange  add-icon and upload a document using the find file icon upload-icon  (this works the same as attaching a document to an email).  Once uploaded, hit the save button  save-icon.

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