Access: Employee file > Profile > Personal information
The employee’s personal information includes, for example, the address and the phone numbers.
The employee’s personal information summary is displayed on the right of the photo.
If your company uses the Self-service solution, click 
here.
Under Profile Summary, click on: ▪The user code’s hyperlink enables you to access the user profile. ▪Create a user profile. Useful for creating a user type other than “Employee – access to self-service only”. You will be redirected to the Add a user screen to assign the appropriate access rights the user (payrolls, reports, etc.). See Users management. oWhen zeros are indicated in the employee file’s SIN field, you cannot create a user profile for Self-service access. In this case, the oFor clients who process their payroll with the payroll application note that it is possible to create a user code with a SIN set to zero for self-employed individuals who do not have a SIN, or foreign workers who do not yet have their temporary SIN.
▪Send a self-registration email for Self-service (available for the “Employee – access to self-service only” Type of use). This email allows your employees to self-register for Self-service. You will be redirected to the Send a self-registration email for Self-service screen to assign the appropriate default access rights (Pay stubs, Tax slips, Personal information, etc.) to the user. See Sending an email for self-registration to Self-service. Before sending the email, verify the following information. If there is any incorrect or missing information, the oThe employee’s SIN must be different than “0” or “000000000”. oThe employee must have a valid and unique email address (work or other). oThe employee must have a valid cell phone number. ▪Resend the self-registration email for Self-service reminder email link to resend the email to an employee in the event it was lost or deleted. Note that previously defined access rights will not change. |
Important It is recommended to finalize all modifications and employee file creations before starting the payroll. If you have started your payroll, the status is ‘’In progress" but it is still possible to make modifications, additions or to terminate. |
For further information on field entry, see Hiring or rehiring an employee - Data entry or Hiring or rehiring a CCQ employee - Data entry.
1Select the employee. 2Click on Add or Modify. 3Select the photo. 4Click on Save. To delete the photoClick on Delete and Save. |
1Select employee. 2Proceed with the necessary modifications. To modify information in the Residential address, Alternate address or Phone numbers sections: ▪If these modifications are effective immediately, enter them under Current values. ▪If these modifications come into effect on a future date, use one of the following procedures: Add a future personal information modification, Modify a future personal information modification or Delete a future personal information modification. 3Under Attached documents, you have the possibility to add a document. Click
4Under Modification history, enter the reason for the modification if needed. If it does not exist in the list, you can add it by selecting ''Add item''. 5Click on Save. If you are modifying an employee's identification data (Last name, First name, Social Insurance Number or Date of birth) and their former or new social insurance number (SIN) is associated with at least one other personal profile within the business, a confirmation screen will be displayed once you have saved the modification. For more information on the subject, please refer to Confirming the identification data modifications. |
1Select employee. 2Under Future modifications in the Residential address section, click on Add. The information in the Current values section is duplicated in the Future modifications section. 3Enter the effective date. 4Enter new information. 5Under Modification history, enter the reason for the modification if needed. If it does not exist in the list, you can add it by selecting ''Add item''. 6Click on Save. The new values are displayed in bold. The Modify and Delete buttons will be available in this section until the effective date is reached. The new values will then be transferred to the Current values section.
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1Select employee. 2Under Future modifications in the Residential address section, click on Modify. 3Enter new information. 4Under Modification history, enter the reason for the modification if needed. If it does not exist in the list, you can add it by selecting “Add item”. 5Click on Save. Values that differ from the current values are displayed in bold. The Modify and Delete buttons will be available in this section until the effective date is reached. The new values will then be transferred to the Current values section.
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1Select employee. 2Under Future modifications in the Residential address section, click on Delete. 3Confirm deletion by clicking on OK. ▪The Add button is offered in this section to enter a future modification.
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