Profile - BizBone

View and Update Employee Information

Personal Information

Edit Personal Information

Make edits to first, middle, and last name.

1

Navigate to Profile

SS P Nav

2

Navigate to Personal Information

S P PI Nav

3

Select Edit

S P PI Edit

4

Select Edit General Information

SS P Gen Info

Select Proceed to continue or Cancel to exit without saving changes.

5

Fill in the required information

SS P Conf Gen Info

Select Update to continue or Cancel to exit without saving changes.

Request to Edit Personal Information

Submit a request to update personal information fields, direct deposit information, and EEO information.

1

Select Edit

S P PI Edit

2

Select Request Update Information

S P PI Requ

Select Proceed to continue or Cancel to exit without saving changes.

3

Select a tab

S P PI Tab Requ

4

Fill in the required information

S P PI C Requ

Select Add to complete or Cancel to exit without saving changes.

Organizational Chart

View Organizational Chart

1

Navigate to Organizational Chart

S P OC Nav

2

Select a chip

S P OC Chips

3

View organizational chart

SS P O View

Employment Information

View Employment Information

1

Navigate to Employment Information

S P EI Nav

Employment Planning

Changes to Employment Planning must be configured in HR Module > Employees > Employment Planning

View Employment Planning

1

Navigate to Employment Planning

S P EP Nav

Employment History

Add Employment History

1

Navigate to Employment History

SS P Emp Histry

2

Select Add Employment History

SS P Add Emp H

3

Fill in the required information

SS P Conf Add EH

Select Add to continue or Cancel to exit without saving changes.

Modify Employment History

1

Select an action

SS P EH Changes

To Edit: Select the edit icon to update an existing entry.
To Delete: Select the trash icon to delete an existing entry.

2

Confirm the action

Edit: Fill in the required information. Select Update to complete or Cancel to exit without saving changes.
Delete: Select Delete to complete or Cancel to exit without saving changes.

Salary

Changes to Salary must be configured in HR Module > Employees > Salary

View Salary Information

1

Navigate to Salary

S P S Nav

Payment

View Pay History

1

Navigate to Payment

S P P Nav

Taxes

View Uploaded Tax Forms

1

Navigate to Taxes

S P T Nav

2

Select a tab

SS P T Tab

3

Select View Form

S P T View

Request to Update Tax Forms

1

Select Request Update Tax Form

S P T R Update

2

Fill in the required information

S P T CR Update

Select Add to complete or Cancel to exit without saving changes.

Deposit

To request an update to direct deposit information, select the Edit button under the user’s profile.

View Direct Deposit Information

1

Navigate to Deposit

S P D Nav

Leave Accrual

Changes to Leave Accrual must be configured in HR Module > Employees > Leave Accrual

Glossary

Carryover Balance

The amount of unused leave from the previous period that is carried into the current period

Taken Carryover Leaves

The number of leave days used from the carryover balance during the current period

Remaining Carryover Balance

The remaining carryover leave after usage. Calculated as: Carryover Balance − Taken Carryover Leaves. Expired carryover leave will be lost.

Negative Carryover

A negative leave balance carried over from the previous period

Leave Entitlement

The total leave allocated to the employee for the current period based on company policy

Taken Leaves

The number of leave days used from the current period’s entitlement

Remaining Balance

The remaining leave available. Calculated as: Leave Entitlement − Negative Carryover − Taken Leaves

View Leave Accrual

1

Navigate to Leave Accrual

S P LA Nav

Assets

Request an Asset

1

Navigate to Assets

S P A Nav

2

Select Requests

S P A Req

3

Select an asset type

S P A R Type 1

Request Asset Assignment: Request an IT asset to be assigned to you for ongoing use.
Request Asset Loan: Request an IT asset for temporary use and return at a later date.
Request Asset Return: Request to return an IT asset currently assigned or loaned to you.
Request Software Installation: Request software to be installed on your assigned device.

4

Fill in the required information

S P A C Req

Select Add to complete or Cancel to exit without saving changes.

Certificates

Add a Certificate

1

Navigate to Certificates

SS P Cert

2

Select Add Certificate

SS P Add C

3

Fill in the required information

SS P Add Cert C

Select Add to continue or Cancel to exit without saving changes.

Modify a Certificate

1

Select an action

SS P C Changes

Edit: Select the edit icon to update an existing entry.
Delete: Select the trash icon to delete an existing entry.

2

Confirm the action

Edit: Fill in the required information. Select Save to complete or Cancel to exit without saving changes.
Delete: Select Delete to complete or Cancel to exit without saving changes.

Skills

Add a Skill

1

Navigate to Skills

SS P Skill

2

Select Add Skill

SS P Add Skill

3

Fill in the required information

SS P Conf Add S

Select Add to complete or Cancel to exit without saving changes

Modify a Skill Entry

1

Select an action

SS P Edit S

Edit: Select the edit icon to update an existing entry.
Delete: Select the trash icon to delete an existing entry.

2

Confirm the action

Edit: Fill in the required information. Select Update to complete or Cancel to exit without saving changes.
Delete: Select Delete to complete or Cancel to exit without saving changes.

Contacts

Add a Contact

1

Select the Contacts tab

SS P Contacts

2

Select a category

SS P Add Contacts

Select Add Emergency Contacts, Add Dependent, or Add Beneficiaries.

3

Fill in the required information

SS P Conf Add C

4

To make changes

SS P Edit C

To Edit: Select the edit icon to update an existing entry.
To Delete: Select the trash icon to delete an existing entry.

Modify a Contact

1

Select an action

SS P Edit C

Edit: Select the edit icon to update an existing entry.
Delete: Select the trash icon to delete an existing entry.

2

Confirm the action

Edit: Fill in the required information. Select Update to complete or Cancel to exit without saving changes.
Delete: Select Delete to complete or Cancel to exit without saving changes.

Education

Add Education

1

Navigate to Education

SS P Education

2

Select Add Education Level

SS P Add Ed

3

Fill in the required information

SS P Conf A Ed

Select Add to complete or Cancel to exit withouth saving changes.

Modify an Education Entry

1

Select an action

SS Edit Ed

Edit: Select the edit icon to update an existing entry.
Delete: Select the trash icon to delete an existing entry.

2

Confirm the action

Edit: Fill in the required information. Select Update to complete or Cancel to exit without saving changes.
Delete: Select Delete to complete or Cancel to exit without saving changes.

EEO Information

To request an update to EEO information, select the Edit button under the user’s profile.

View EEO Information

1

Navigate to EEO Information

S P E Nav

Documents

Add Documents

1

Navigate to Documents

SS P Docs

2

Select a tab

S P D Tab

3

Select Add Document

SS P Add Docs

4

Fill in the required fields

SS P Conf Add D

Select Add to complete or Cancel to exit withouth saving changes.