Skip to main content

​
Purpose

The purpose of this quick reference guide is to step through the process of setting up an Employee’s Emergency Contact. Emergency Contact records have a dependency that the Employee record is already created. The intended audience for this document is System Administrators / Standard Users.

​
Steps

​
Create a new Emergency Contact record

An Emergency Contact record holds the contact details of a person nominated by the Employee. Create an Emergency Contact record by following the below steps:
  1. Go to the Contacts object.
  2. Click the New button.
  3. Select the Emergency Contact from the available record types. (See Figure 1)
  4. Click the Next button.
Screenshot from QRG Create an Emergency Contact
  1. Populate the following required fields to provide the base details of the Emergency Contact: (See Figure 3)
    1. First Name
    2. Last Name
    3. Emergency Contact of Employee
    4. Emergency Contact Relationship
    5. Account Name
    6. Phone
  2. Populate the following optional fields to provide additional contact details and description of the Emergency Contact:
    1. Salutation
    2. Email
    3. Description
Screenshot from QRG Create an Emergency Contact
Description field is not visible to an Employee if created via the community pages.
Screenshot from QRG Create an Emergency Contact
  1. Click Save .
  2. A new Emergency Contact record has been created and is now related to the appropriate Contact record. (See Figure 3)
Screenshot from QRG Create an Emergency Contact
Emergency Contact records CAN NOT be deleted if they have related records or are used in other records. Deleting records is not recommended unless absolutely essential.
Screenshot from QRG Create an Emergency Contact
  1. To modify an existing Emergency Contact record, open the required record and select the Edit button available on the top right side of the page. You can also double click in any of the fields that need editing or just click on the pencil icon that appears within fields when you move your cursor over the field.
  2. When complete, click on the Save button.

​
Field Descriptions

Account Name is the name of the Payment Entity to which the Employee is related. Description is used to add further details for this contact. Email is the email address of the Emergency Contact. Emergency Contact of Employee is the Employee this Emergency Contact is related to. Emergency Contact Relationship is the relationship between the Emergency Contact and the Employee. First Name is the first name of the Emergency Contact. Last Name is the last name of the Emergency Contact. Mobile is the mobile number of the Emergency Contact. Phone is the phone number of the Emergency Contact.

​
Further Information