What this guide covers
The Personal Info tab holds the employee's identity and contact details, their login account, the password-reset action and the SimplePay link.
Who can edit it: HR write. Anyone with HR read can view it.
What's on the tab
Account (read-only)
- "System Username" and "Email Address" — the login identity (not edited here).
Identity
"Legal Entity (Organization)" — which organization they belong to (required).
"Worker Code", "First name", "Last name" (names required).
"User Active" — the active flag.
"VoIP Extension" — phone extension.
"Cell Number" and "Backup Cell Number".
"Nationality", "Date of Birth", "Gender".
"Holds a South African ID (SA citizen / permanent resident)" — a toggle that decides which identity fields show:
On: "SA ID Number".
Off: "Passport Number" and "Passport Expiry", plus "Work Permit Number" and "Work Permit Expiry".
A "Document history" panel lists earlier identity documents recorded for the person.
Which nationality counts as local is set on the Compliance tab of HR Settings (see HR Settings - organisation setup). Work-permit expiry reminders go to the recipients set there and to all HR-role holders.
Contact
"Residential Address".
"Emergency Contact (Next of Kin)" — "Name", "Relationship" and "Phone Number".
Actions
"Save Changes" — saves the tab (HR write).
"Reset Password" — generates a temporary password and shows it once in the dialog, for you to hand to the employee (HR write).
"Create / link in SimplePay" — links this person to their SimplePay employee record, or creates one if none exists. Every employee must be linked before payroll can export their inputs.
"Re-check SimplePay" — re-reads the link status from SimplePay.
Good to know
Username and email are read-only here — they're the account identity; change those through the account/admin path, not this tab.
Date of Birth, ID and permit dates feed compliance and age-related rules — keep them accurate. A foreign national with no permit or an expired one is flagged as a config gap on the HR Portal.
"Reset Password" shows the temporary password only once — copy it before closing the dialog, and have the employee change it at next login.
Related guides
The employee page (HR): an employee's full record — the overview of all tabs.
Employee page: Salary, banking & compliance — the other sensitive details (banking, tax, medical aid).
Running monthly payroll (myWork → SimplePay) — why the SimplePay link matters.