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Leaver's Edit Option

Summary

The Leaver’s Edit feature allows HR managers or authorized users to access and update an employee’s profile within the Leaver's section. By clicking on the user's name, you are redirected to their specific profile where you can make necessary edits.

In this article

  •  Before you begin
  • Step 1: Access the user’s profile via Leaver’s section
  • Step 2: Edit and update user profile information
  • Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have appropriate permissions to access and edit employee profiles in the Leaver’s section.
  • You must be able to navigate to the employee’s record in the Leaver's grid or list.

Step 1: Access the user’s profile via Leaver’s section

  1. Navigate to the Lever tab in your Plumm platform.
  2. Locate the Leaver's section, where the list of employees who have left the company is displayed.
  3. Find the employee whose profile you want to edit.
  4. Click on the employee’s name or profile link.
    • This action will redirect you to the employee's Leaver’s Profile page, where their exit information and associated records are displayed.

Step 2: Edit and update user profile information

  1. Once you are on the employee’s Leaver’s Profile page, review the existing information.
  2. Click the Edit button (usually located at the top or near specific sections).
  3. Update any relevant fields (e.g., reason for leaving, exit date, feedback, etc.).
  4. If needed, adjust the employee’s leave balance, final pay details, or any other specifics related to their departure.
  5. After making the necessary updates, click Save to confirm your changes.

Frequently Asked Questions (FAQ)

1. Can I edit the employee’s profile after they have been marked as a "Leaver"?

Yes, once an employee’s status is set to Leaver, you can still edit their profile as long as you have the necessary permissions. This includes updating exit information or adjusting leave balances.

2 . Can I delete an employee’s Leaver profile?

Generally, deleting a Leaver’s profile is not recommended or possible without proper authorization. To remove a profile, you may need to contact HR or follow the specific company protocol.

3.  What happens after I update the employee's Leaver profile?

 Once the profile is updated, the changes are saved in the system, and the updated information is reflected in any reports or records related to that employee’s departure.
 
 

 4. Can I update the employee’s personal details, such as address or phone number, on the Leaver's profile?

 You can update the employee’s contact information or any other relevant details in the Leaver’s profile if necessary, depending on the permissions granted.
 
 

 5. Will the employee be notified of the changes I make to their profile?

 Changes made to the employee’s profile are typically not notified to the employee unless specified by the system or configured for notifications. If needed, you can communicate changes directly with the employee.
 
 

Notes

  • Permissions: Only authorized personnel, such as HR managers or system administrators, can edit Leaver profiles.
  • Editing Fields: Make sure to review all changes before saving, as this can affect exit documentation and final pay.