Manage emergency contacts

Overview

This guide provides a straightforward process for adding emergency contacts to employee records, ensuring that crucial information is easily accessible in case of an emergency. By following the simple steps outlined, users can quickly update contact details, enhancing workplace safety and preparedness. It emphasizes the importance of having a primary contact, making it essential for organisations to maintain accurate emergency information.

Add an Emergency Contact

1. Navigate to the employee record you want to add an Emergency Contact for.

2. Click "Emergency Contacts"

3. Click "Add Contact"

4. Add the emergency contact's details.

5. Click "Save"

6. The new emergency contact will be displayed.

Tip: Note: when there is only one Emergency Contact listed they will be automatically set to the primary contact.

Update the Primary Emergency Contact

1. Navigate to the employee record you want to update the primary Emergency Contact for.

2. Click "Emergency Contacts"

3. Click "Set Primary" on the contact you want to make the primary contact.

4. The primary contact will be updated. You can identify the primary contact by the blue tag on their contact card.

Edit an Emergency Contact

1. Navigate to the employee record you want to update the Emergency Contact's details for.

2. Click "Emergency Contacts"

3. Click "Edit"

4. Update the details as required.

5. Click "Save"

6. The updated details are displayed on the card.

Remove an Emergency Contact

1. Navigate to the employee record you want to remove the Emergency Contact for.

2. Click "Emergency Contacts"

3. Click "Remove"

4. Click "OK" on the confirmation message that displays.