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Written by Russell
Updated this week

This article will cover everything about the employee/contractor/volunteer profile. It will go through adding someone onto the system, how to change their status and how to delete a profile.
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You can add a new employee to Breathe via the People > Add new

You can also use the add new '+'  button from the People list

This will provide a form asking for the basic information requires to add an employee to Breathe.

Please note: Every person you add to Breathe needs to have a unique email address

If you cannot see the working pattern or holiday allowance within the drop down list, it will be because they have not been created.

   

Custom Fields

Enabling custom fields

You can add up to five custom fields to a profile. To enable this function go to:

Configure > Settings > Modules > Custom Fields

HR and Admin users can enable custom fields.

The custom fields will then be visible on the employee’s profile under the custom tab.

You can allow your employees to see the custom fields by going to:

Configure > Settings > Permissions and Approvals > Change what people can see and do > What people can see > Custom fields for their own record 

Please note: Line Managers are not able to see the custom fields on their line reports’ profiles.

   

Pending Leaver

You can make someone a pending leaver via their Profile > Summary Tab > Edit > People Status

When you make someone a pending leaver, Breathe will generate an email to HR users informing them what will happen when the employee hits their leave date.

At the point of leaving, Breathe will automatically close all the salary records, benefits and job records.

If they are a line manager or holiday approver for employees, they will be removed, so not one is still reporting to someone that has left.

It will stop their access to Breathe and mark them as an ex-employee. However you can still view their profile from the People list.

It will also give you a suggestion as to what the pro-rata holiday should be. N.B please note that this is just a suggestion, as some companies rules may differ. 

 

How does Breathe calculate the leave? 

  • It takes your holiday year start date

  • The employees leave date 

  • Works out how many days they have worked

  • The employees holiday allowance for the year +/- any adjustments

Calculation = (days worked/365 days of the year) *holiday allowance 

Have you got an employee who is rejoining the company? Click here to find out how to add them again. 

   

How to delete an employee/contractor/volunteer

If you would like to delete someone from your account then it is a simple task, which is easy for you to complete.

Go to their profile of the person who you'd like to delete and use the bin icon on the right hand side.

Need to prevent someone's access to Breathe?

Should you ever need to block an employees' access to Breathe, as a HR user you can simply edit the email address stored for them on the summary tab of their profile. Adding a number or letter at the end of the address and saving this change means that the employee will not be able to log in to the system until their address is amended.

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