Edit Essential Record in a User's Profile

Summary

In this article

• Before you begin
• Step 1: Log in and navigate to 9-dot menu → Core → My People → select user → Team/People Profile
• Step 2: Edit Essential Record
•  Frequently Asked Questions (FAQ)

Before you begin

• Biometric Resident Permit
• National ID
• Passport
• Proof of Address
• Qualification
• Resume/CV
• Right to Work
• Other

Step 1. Log in and navigate to User's Profile

1. Log in to Plumm using a valid Manager account or a user account with permission to manage profiles.
2. Click on the 9-dot menu at the top left corner of the dashboard.
3. Select Core from the menu.
4. Under the People section, click on My People.
5. Click on the user’s name to open their profile, which will take you to the Team/People Profile section.
6. In the Essential Records section, click on the three dots on the right-hand side.

Step 2. Edit Essential Record

• If you have permission, the option Edit Essential Record will be visible.
• If not, the section will be View mode only.

1. Click Edit Essential Record to update the existing record.
2. The document types that can be added or updated include:
   • Biometric Resident Permit
   • National ID
   • Passport
   • Proof of Address
   • Qualification
   • Resume/CV
   • Right to Work
   • Other
3. For each selected document, an attachment is mandatory.
4. Once all necessary changes are made, click Save to confirm the Essential Record.

Additional Options:

• You can edit multiple Essential Records by clicking Edit Essential Record for each document.
• To remove a record, click the Delete button next to the entry.

Frequently Asked Questions (FAQ)

1. Who can edit Essential Records in Plumm?

 If you don’t have Manager permissions, you will only see the information in View mode. You will need to contact a Manager for permission to edit Essential Records.

3. What information is required when editing Essential Records?