What this guide covers
Two tabs holding the most sensitive parts of the record: Salary (pay basis, rates and history) and Compliance & Banking (bank account, tax/legal and medical aid). This explains the fields — not anyone's actual figures.
Who can see/edit: the Salary tab only appears for users with the salary-view permission, and editing it needs the salary-edit permission. Compliance & Banking edits need HR write.
This is confidential data — open it only when your role and task require it.
Salary
The current-salary panel shows the pay basis and the annual (CTC), monthly CTC, daily and hourly rates, with the effective-from date. "Add salary change" opens a dialog where you set the effective date and pay basis, and enter the annual or monthly package — the others auto-calculate (you can override the daily/hourly) — plus a note. A history table keeps every past salary with its effective period.
Salary changes can also be recorded alongside a promotion on the Job History tab (the salary field there is gated the same way).
Compliance & Banking
One tab with three groups:
Banking Details — "Bank Name", "Account Type" (Cheque/Current · Savings · Transmission), "Account Number", "Branch Code", plus the "Bank confirmation letter": upload the bank's letter here, and "Download letter" to view the one on file.
Tax & Legal Compliance — "SARS Tax Ref Number", "Work Permit No (Foreign Nationals)", "POPIA Consent Signed?".
Medical Aid — "Medical Aid Scheme" and "Membership Number".
The emergency contact (next of kin) is not here any more — it lives on the Personal Info tab (see Employee page: Personal Info).
"Save Compliance Data" saves the tab (HR write). Collapsible Probation history and Contract history sub-sections show those lifecycle events read-only.
Good to know
Salary is double-gated — viewing and editing are separate permissions, so someone can be allowed to see pay without changing it.
Banking accuracy matters for payroll — a wrong account number or branch code means a failed payment. Keep the bank confirmation letter on file as proof.
POPIA consent and tax details are compliance records — keep them current and private.
Effective dates drive payroll — set the salary's effective-from correctly so the right rate applies in the right period.
Related guides
Employee page: Job history & employment status — recording a salary against a promotion.
Employee page: Personal Info — identity documents, work permit and next of kin.
The employee page (HR): an employee's full record — the overview of all tabs.