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Contact users for a client are displayed in the HR toolkit and on the standard dashboard. Any RSM user can be selected as a contact for the client. Please note this needs to be up to date and also include any delegate contacts as well, as this will populate the RSM recipients in the message centre.
To add a contact user:
- Start typing the name of the user you want to add.
- Suggestions that match the characters you type will be displayed. Select the user you are searching for.
- Click on the add icon
or press Enter. The user details will be added to the list of contact users on the right.
- Select the type of contact (Payroll, HR or Outsourcing) and enter their Role. The role is displayed with their contact details on the dashboards.
- Click on the SAVE button.
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