This help guide covers:

Enabling employee self service

The Employee Self Service feature must be enabled by an account admin through Settings > Feature Management to allow employees to make changes to their profile on the app.

With this feature enabled, onboarded staff can update and make changes to:

  • Bank Details

  • Addresses

  • Emergency Contacts

  • Qualifications

Non-onboarded staff can add or make changes to:

  • Bank Details

  • Addresses

  • Qualifications

We're working on adding more to this feature, so check back as new additions are made.

Managing email update notifications

By default, all changes an employee makes to their profile will notify account Admins, Payroll Officers and the Employee through an email notification.

Admins and Payroll Officers can manage these email notifications through their Profile > My Notifications on Tanda desktop. Employees will always receive a confirmation email when a change is made to their profile.

Updating Details

Contact details

Staff can update their phone number under the Basics section of the Personal Details page. This information will be automatically updated on their Tanda profile under the Personal tab.

Bank details

Staff can update their Account Name, BSB, or Account Number through the separate Bank Acct. & Payroll tab in their profile app settings.

Note that changes to these fields need to be manually updated in your payroll software. Payroll Officers and Admins will be prompted to make this change in the emailed notification of an update.

By default, some values in this page will be censored to keep staff accounts secure.

Non-onboarded staff will be able to add their bank details through the app via the Bank Acct. & Payroll tab, then selecting the + New button in the top right corner.

Staff will need to add their Account Name, BSB and Account Number when adding this information.

Like onboarded staff, changes to these fields need to be manually updated in your payroll software. Payroll Officers and Admins will be prompted to make this change in the emailed notification of an update.

Address

Staff can update their address under the Home Address section of the Personal Details page. This information will be automatically updated on their Tanda profile.

Emergency contacts

Onboarded staff can update their emergency contact details under the Emergency Contact section of the Personal Details page. This information will be automatically updated on their Tanda profile.

Qualifications

With the additional setting of Allow staff to update qualifications enabled through Settings > All Settings > Permissions, staff can also update their qualifications.

Team managers can also receive email notifications for qualification updates of employees they manage.

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