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Employee Record Centre & Human Resource Management Version 1 3 0 · How-to guide

Verify existing employee and document backfill after v1.3.0

Confirm migration 130 linked compatible employee data and created initial document versions without deleting source records. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

Audience: HR administrators and authorised managersPermission: Human Resource Management: ViewModule v1.3.0
Jump to steps
Where to go Admin Area → Human Resources → Employee Record Centre
Code-backed scope These instructions follow Human Resource Management v1.3.0. Use only controls visible to your permission level and confirm the saved record or audit entry after every action.

What you need before you start

  • Access to Admin Area → Human Resources → Employee Record Centre.
  • The Human Resource Management: View capability or administrator access.
  • The correct employee, record, period or authorised evidence.

How to do it

  1. Go to several existing employee profiles.
  2. Verify each current record contains available profile/master/onboarding/restriction values.
  3. Verify employee master and onboarding links where matching records existed.
  4. Go to Documents and confirm existing non-deleted documents have an initial version.
  5. Check any missing links against employee number and profile IDs before correcting source data.

What the module checks

  • Backfill uses matching employee_number and employee_profile_id where available.
  • Existing non-deleted documents are imported as initial versions with an upgrade note.
  • Source profiles/documents remain retained.

What happens next

The module saves the permitted change and records the resulting status, version, delivery or synchronisation evidence. Reopen the relevant register and verify it.

Troubleshooting

  • If the control is missing, confirm the required HRM permission and module version 1.3.0.
  • If saving fails, correct the exact field or state named in the validation message.
  • If an email/automation is missing, review the module delivery/audit log and host cron/mail settings.
HR data safety Restrict identity, right-to-work, payroll, bank, health, disciplinary and document information to authorised staff. Do not place protected values in free-text notes, email recipients or screenshots.
Browse connected topics: employee record centrehuman resource management version 1 3 0
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