Skip to content

Profile Management Manual

Welcome to the Profile Management section of the application!
This feature allows users to manage their personal information, account settings, and preferences. Whether you are an employee or a manager, this section provides tools to update your profile details, change login credentials, and set your dashboard view.

1. Getting Started

What it is:
The “Profile” module allows users to manage their personal data, login credentials, and interface preferences.

Value added:
Enables users to update contact details, upload a profile photo, and customize their account settings without IT support.

Key features:

  • Change name, username, and password
  • Update email address and profile image
  • Configure dashboard appearance
  • Connected to HR records
  • Secure account management with change validation

Connected modules:

✅ Employees – profile is linked to the HR record
✅ Settings – stores personal preferences
✅ Attendance / Payroll – profile data used for notifications and reporting

🎯 Why it matters:
The profile is the user's digital identity in the system. Keeping it accurate ensures security, personalization, and efficient HR operations.

Accessing Your Profile

  1. Log In: Open the application and log in with your credentials.
  2. Navigate to Profile: Click your profile icon or select Profile from the dashboard right top menu.

2. Profile Overview

Upon accessing your profile, you will see:

  • Profile Header: Displays your name, photo, role, and join date.
  • Account Settings: Manage email, username, and password.
  • Preference Settings: Customize your dashboard view.

🎯 Tip: Keeping your profile up-to-date helps ensure accurate HR records and better system notifications.

3. Profile Header

Overview

  • Profile Picture: Displays your current profile photo. Click to upload a new image.
  • Name: Your full registered name.
  • Role: Your organizational role.
  • Date Joined: When you joined the company.

Uploading a New Profile Picture

  1. Click on the profile picture.
  2. Choose an image file from your device.
  3. The image will upload and display immediately.

4. Account Settings

🔁 Changing Your Email

  1. Click Change Email.
  2. A modal appears with input fields.
  3. Enter your new email.
  4. Click Confirm.
  5. A confirmation message appears if successful.

🧾 Changing Your Username

  1. Click Change Username.
  2. Enter your new username and current password.
  3. Click Confirm to apply changes.

🔑 Changing Your Password

  1. Click Change Password.
  2. Fill in:
  3. Current Password
  4. New Password
  5. Repeat New Password
  6. Click Confirm to save.

ℹ️ Changes apply instantly if all inputs are valid.

5. Preference Settings

Setting Dashboard Preferences

  1. Scroll to Preference Settings.
  2. Choose your preferred dashboard layout (e.g., compact / detailed).
  3. Use the toggle switch to change views.

✅ Preferences save automatically.

6. Saving and Cancelling Changes

  • Click Confirm to save any edits.
  • Click Cancel to discard changes before saving.

7. Error Handling

  • Error Messages appear if input is invalid (e.g., wrong format).
  • Fix & Retry: Correct the data and try again.
  • Persistent Issues: Contact system administrator if needed.

8. FAQ Section

How do I reset my password?

Use the "Forgot Password?" link on the login page.

Can I change my profile picture?

Yes, click your current photo to upload a new one.

What if I get an error when updating email or password?

Make sure your inputs are valid. Contact support if needed.

Where can I view my profile details?

All key info is visible in the Profile Header and Account Settings.

Is there a mobile version?

The app is optimized for desktop. A mobile version may come later.