Can employees request a change to their personal data?
If you enable the "Block editing of the ‘My profile’ section in the employee view" option (Configuration >> Automations >> User access), you can allow employees to request updates to their personal data and some of their work data: tax withholding (number of dependent children and disability percentage) and banking details (account holder, bank account number, BIC, and bank).
To configure this, follow these steps:
- Go to Configuration >> Automations >> User access.
- Find the "Block editing of the 'My profile' section in the employee view" toggle.
- Click "Set which personal data fields employees can request for changes" and tick or untick the available fields, organised into five groups: personal information, address, contact details, tax withholding, and banking details. You can tick an entire group or choose field by field.
Please note that if there are pending employee requests, you will not be able to modify these fields until they have been resolved.
- Next, under "Personal data update requests will be approved by…", choose who will review the requests (by default, the system will assign the employee's direct manager).
You can create approval flows from Configuration >> Automations >> Approval flows. If you need help doing so, see this article.
- Finally, click Save.
Please note:
- If you already had profile blocking enabled, all fields will have been selected automatically, including tax withholding and banking details, along with the direct manager flow. You can adjust this at any time: if you don’t want your employees to request changes to any of them, untick it in the prompt and save.
- Requests do not support partial approvals. The reviewer approves or rejects all of the changes submitted in that request, even if it includes personal data, tax withholding, and banking details at the same time.
- Whoever approves the request will only see the values of work data if they have access to it. If they don’t, the values will be hidden with asterisks and the message "You don’t have access to this data". Before leaving approval to a manager, check their access level in Roles and access >> Data privacy.
- Sesame does not validate the format of the bank account number or BIC; they are saved exactly as the employee enters them. We recommend reviewing this data before approving the request.
