This article is dedicated for both new and existing Qualee clients.
In Qualee we take security and data protection seriously, which includes control on how employee records are updated in the Qualee environment.
The ideal employee email address to be used in Qualee is the email provided by their employer i.e. [email protected] but there will be cases wherein the employee will need to use their personal email addresses to login to the platform and replace it with their corporate email once available.
The usual scenario for most companies is that an employee would only receive his/her email address from Human Resources or I.T. during their first day at work.
But there are cases where organisations starts engaging their new hires weeks/months before their start date. This phase is also known as "pre-boarding".
Qualee allows this type of scenario where employers can create/invite their employees to download the Qualee app and complete pre-assigned tasks such as Pre-boarding Journeys, Engagement Surveys and/or Compliance requirements using a personal email address.
Once an employee has received his/her corporate email address, there are multiple ways to update an employee email record in Qualee.
Method 1:
Manually via Global Search
Login to Qualee
Go to the Global Search bar and key in the employee name, ID, or email address
Select the employee and you will be directed to their Employee Record page
Locate the Email Address field
Input the new email address
Method 2
Manually via the employee table page.
Ideal if editing a a group of people in a single page (filtered or unfiltered)
Login to Qualee
Go to Advanced > Employees
Apply a filter if necessary to narrow down the list of employees displayed
In each record, navigate to the email address field and edit directly by clicking on the currently email address. To save, click anywhere outside the field.
Method 3 - Future update
Bulk overwrite employee email addresses via a CSV template.
Coming soon.
An email to verify the email address change will be sent to the employee in real-time. Once verified, the employee can start logging in to their account using their new email address.
