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Profile — General

The Profile ▸ General page is the user-facing view of your personal HR record. The same record is editable end-to-end by admins under Settings ▸ Team; this page is your own scoped, partly-suggestable view of it.

Profile General — Acme Financial Group demo tenant

Standard PageHeader with the title Profile and a one-line description. The Profile area in the portal uses a left sub-nav (Profile, Security, Notifications, etc.); this header sits at the top of the right-hand content panel.

Eight tabs partition the underlying record by sensitivity and authority:

TabEditability
PersonalDirect edit (name, headshot) + suggest-edit (home address)
EmploymentRead-only with suggest-edit on suggestable fields
CompensationRead-only — HR-managed, never suggestable
HealthSuggest-edit on the conditions field; encrypted at rest
IDVRead-only verification status
AssetsRead-only hardware + software
SessionsPer-device revoke
ActivityRead-only audit feed

The active tab is reflected in the URL as ?tab=<id>, so you can deep-link to a specific tab from email or chat.

The body changes per tab. Common patterns:

  • A Quick fill address autocomplete on Personal that bulk-suggests every address line in one operation
  • A Suggest pencil next to fields configured as suggestable; clicking opens an inline editor that files a change request to HR
  • A Pending pill next to fields that have an in-flight change request
  • A Read field for everything HR-managed and not suggestable

The portal’s HR records are designed around a suggest-edit pattern rather than direct write access. The flow:

  1. User clicks the pencil on a suggestable field
  2. Inline editor opens with the current value
  3. User types the proposed change and confirms
  4. Change request goes into HR’s queue (visible under Settings ▸ Team ▸ <user>)
  5. HR accepts, counters, or rejects

The user sees the request status as a Pending pill while it’s open and as an entry in the Activity tab once resolved.

The editable parts:

  • Name — first and last, persisted via PATCH /auth/me. Saved on Submit; no auto-save.
  • Headshot — drag-and-drop or click-to-pick. Uploads to your S3 bucket; the URL is stored on the user’s profile.
  • Home address — six fields (line 1, line 2, city, state/province, postal, country) plus a Quick fill autocomplete that suggests changes to all populated fields in a single API call.

The Email field is intentionally disabled; email changes flow through admin tooling because they affect account recovery and SSO mapping.

Read-only with suggest-edit on:

  • Title
  • Date of birth
  • Default work location (when you have multiple assigned)
  • Emergency contact (JSON: name/phone/relationship)

Read-only fields (HR-managed only):

  • Employee number
  • Employment type (resolved against Settings ▸ Managed Lists ▸ Employment Type)
  • Hire date / start date / end date
  • Last login timestamp

The Default Work Location picker only renders when you have at least one work location assigned. Picking one triggers a suggested change to HR; the actual default doesn’t flip until they accept.

Two read-only fields — Salary Band (resolved against Settings ▸ Managed Lists ▸ Salary Band) and Currency. By policy these are never suggestable; raise and band changes happen offline with HR.

A single suggestable text field for Health conditions / accommodations. Stored encrypted at rest and auto-purged 24 hours after your end date. First write captures consent; the consent timestamp is shown below the field once recorded.

Reads from your HR record’s idv_status field. If HR has run an IDV check on you (typically as part of onboarding for licensed roles), the status and completion timestamp display here. If no IDV has been run, the tab shows a lightweight empty state.

Renders the same AssetsPanel component used in Settings ▸ Team but in read-only mode. Two sections: Hardware and Software. Edits flow through HR; the user sees the current state.

The legacy /account/assets route redirects to this tab.

Active sign-in sessions for your account, with per-device revoke and a Sign out all others bulk action. Each row carries device name, IP, geocoded location, and last-active timestamp. The current session is flagged with a Current badge so you don’t revoke yourself.

A 20-row feed of your audit events, sourced from GET /audit-log/me. Surfaces sign-ins, password changes, profile-change requests, and MFA enrolment events. For longer history, ask an admin to pull from Settings ▸ Audit Log.

This page is per-user — every member sees their own profile only. The admin equivalent is Settings ▸ Team ▸ <user>, which exposes the same record with full edit rights instead of suggest-only.

SymptomMost likely causeFix
Headshot upload failsFile too large or wrong typeUse JPG/PNG under 5 MB
Pencil missing on a fieldField not marked suggestable for your orgAsk HR to enable in Settings ▸ Profile Change Fields
Pending pill stuckHR didn’t act on the request yetCheck with HR; the pill clears on accept/counter/reject
Address Quick Fill drops a fieldCountry code or postal validation failedEdit the field manually with the pencil
Empty Activity tabBrand-new account or audit feed seeded after activitySign in and out once; events accumulate