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Managing Employee Emergency Contacts

Learn how to manage your employees emergency contact list from within OneBoxBM.

Manage your employee lists of emergency contacts from within their employment record.

Key Points

When managing employee emergency contacts, the main points to be aware of are.

  • Each employee can have multiple emergency contacts.
  • In order to view/manage emergency contacts you must granted access to do so.
  • You can restrict access to emergency contacts by employee group.
Step-by-step

See below for a step-by-step guide on creating a new contact, updating an existing contact and deleting a contact.

Creating a new employee emergency contact
  1. Navigate to the 'Workforce' area using the system menu.
  2. Use the search to find the employee that you wish to update.
  3. Click/press the 'Manage' button.
    • You can use the one in the right hand panel or the one in the list.
  4. Once the employee record has loaded, go to the 'Details' tab and click/press the 'New' button under the 'Emergency Contacts' header.
  5. Enter the contacts title, first name and last name.
  6. Enter any other details.
  7. Click/press the 'Save & Close' button.
Updating an existing employee emergency contact
  1. Navigate to the 'Workforce' area using the system menu.
  2. Use the search to find the employee that you wish to update.
  3. Click/press the 'Manage' button.
    • You can use the one in the right hand panel or the one in the list.
  4. Once the employee record has loaded, go to the 'Details' tab and find the contact you wish to update.
  5. Click/press the down arrow next to the 'View' button and select 'Edit'.
    • Alternatively, you can also click/press 'View' then open the editor from there.
  6. Make the required changes.
  7. Click/press the 'Save & Close' button.
Deleting an employee emergency contact
  1. Navigate to the 'Workforce' area using the system menu.
  2. Use the search to find the employee that you wish to update.
  3. Click/press the 'Manage' button.
    • You can use the one in the right hand panel or the one in the list.
  4. Once the employee record has loaded, go to the 'Details' tab and find the contact you wish to delete.
  5. Click/press the down arrow next to the 'View' button and select 'Delete'.
  6. When prompted, click/press the 'Delete' button on the confirmation dialog.
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Workforce Overview Managing Employees Managing Employee Emergency Contacts Managing Employee Employment Details Managing Employee Rates Of Pay Managing Employee Hours and Working Days Managing Employee Time Off/Leave Allowances Managing Employee Time Off/Leave Requests Managing Employee Clients Managing Employee Comments Managing Employee Objectives Managing Employee Documents Employee Excel Export Managing Shared Employee Documents Managing Employee Boxes