Settings
Complete your profile in 5 steps — Personal Info, Contact Info, Documents, Bank Details, and Profile. Each step builds your employee record and unlocks payroll, time tracking, and HR features in TeamTrackin.
Settings Overview
The Settings page in TeamTrackin is a 5-step wizard that builds your complete employee profile. Each step corresponds to a tab across the top of the page. A horizontal progress bar tracks how many steps you have completed, showing a live percentage in the top-right corner. Complete all five steps to reach 100%.
| Step | Tab name | What you fill in | % on completion |
|---|---|---|---|
| 1 | Personal Info | Identity (gender, marital status, CNIC), address, optional employment exit details | 20% |
| 2 | Contact Info | Primary and secondary phone numbers, two emergency contacts with relationships | 40% |
| 3 | Documents | Academic information, required identity documents, optional supporting documents | 60% |
| 4 | Bank Details | Bank name, IBAN/account number, account holder name, branch name and code | 80% |
| 5 | Profile | Name, email, timezone, password, employment details, compensation, email preferences | 100% |
Completed steps show a green tick in the progress bar. You can navigate back to any completed step at any time by clicking its tab. Clicking Save & continue saves the current step and advances to the next one. Discard reverts unsaved changes on the current step.
Step 1 — Personal Info
The first step collects your identity information (gender, marital status, education, national ID) and home address. There is also an optional Employment Exit section for recording a last working day and reason for leaving — only needed if you are departing the company.
| Field | Required | Notes |
|---|---|---|
| Gender | Yes | Dropdown — Male, Female, or Prefer not to say |
| Marital status | Yes | Dropdown — Single, Married, Divorced, Widowed |
| CNIC / National ID | Yes | Your government-issued identity number |
| Education | No | Free-text field for your highest qualification |
| Street address | Yes | Full street address including road name |
| City, State, Postal code, Country | Yes | All required for HR records and payroll correspondence |
| Last working day | No | Only complete if you are leaving the company |
| Reason for leaving | No | Stored confidentially for HR records only |
Step 2 — Contact Info
Step 2 collects your phone numbers and two emergency contacts. Emergency contacts are kept strictly confidential and are only accessed by the company in genuine emergencies. Providing two contacts is strongly recommended.
| Field | Required | Notes |
|---|---|---|
| Primary contact number | Yes | Your main phone number — used for account recovery and HR communications |
| Secondary contact number | No | An alternative number, useful if the primary is unreachable |
| Emergency contact full name | Yes | Required for both contacts — full name as it appears on their ID |
| Relationship | Yes | e.g. Father, Spouse, Sibling, Friend — describes your connection to the contact |
| Emergency phone | Yes | The direct number to call in an emergency — must be reachable at any time |
| Emergency email | No | Optional backup contact method for HR correspondence |
Emergency contact information is never shared outside the organisation. Only authorised HR admins can view these details, and only in the event of a genuine emergency or incident.
Step 3 — Documents
Step 3 is split into three sub-sections: Academic information (your education and degree details), Required documents (identity and contract documents that must be submitted), and Optional documents (additional supporting files). Fields marked with a lock icon can only be filled in once — after that, ask an admin to change them. Any other document you can replace or remove at any time; your admins keep earlier versions on file, and you always see your latest one.
| Document | Required | Security |
|---|---|---|
| CNIC back & front | Yes | 🔒 Secure — AES-256 encrypted, admin-only access |
| Signed contract | Yes | 🔒 Secure — AES-256 encrypted, admin-only access |
| Degree transcript | Yes | 🔒 Secure — AES-256 encrypted, admin-only access |
| CANDOUD agreement | Optional | Encrypted optional document — replace using the Replace button if updated |
| Resume | Optional | Stored securely — visible only to admins |
| Experience / Offer letter | Optional | Supporting documents for HR records |
| Joining / Exit video agreement | Optional | Video-based agreements signed during onboarding or offboarding |
| Medical report / certificate | Optional | Medical documentation if relevant to your role or HR needs |
Step 4 — Bank Details
Step 4 stores your bank account information for payroll processing. All bank details are encrypted using AES-256 and are only visible to authorised admins when processing monthly salary disbursements. Double-check your IBAN before saving — errors can delay your payroll.
| Field | Required | Notes |
|---|---|---|
| Bank name | Yes | Full name of your bank (e.g. Barclays, HSBC, HBL, Allied Bank) |
| Account holder name | Yes | Must exactly match the name on your bank account — used for payment verification |
| IBAN / Account number | Yes | UK accounts use the format: GB00XXXX00000000000000. Double-check before saving. |
| Bank branch name | Yes | The specific branch your account is registered to |
| Bank branch code | Yes | Your bank's sort code or branch code for routing salary payments |
An incorrect IBAN or account number will cause your payroll transfer to fail or be routed to the wrong account. Always verify the IBAN character by character before clicking Save & continue. If you need to update bank details after submission, contact your admin.
Step 5 — Profile
The final step shows your complete profile with four sub-sections: Personal & security (name, email, timezone, password), Employment details (contract type, designation, active project), Compensation info (currency and payment type), and Email preferences (toggles for different notification types). Completing this step marks your profile as 100%.
| Sub-section | What you can do |
|---|---|
| Personal & security | Update your first/last name, view your email address, set your timezone, and change your password via the Change password link |
| Employment details | View your joining date, employment type, contract type, and designation (set by admin). Select your currently active project from the dropdown. |
| Compensation info | View your configured currency (e.g. USD) and payment type (e.g. Monthly) — these are set by admin and cannot be changed here |
| Email preferences | Toggle on/off: Email notifications, Sprint & ticket alerts, Payroll confirmations, and Timeoff approval alerts |
Progress & Completion
The progress bar at the top of the Settings page tracks how far through the 5-step profile setup you have gone. Each completed step turns the corresponding segment green with a tick (✓). The percentage in the top-right corner updates as you advance. You can revisit any previously completed step at any time.
Once your profile reaches 100%, your employee record is fully complete. Your admin can then set your employment type, designation, contract type, compensation details, and project assignment — which become visible in the read-only fields of Step 5 (Profile).
Your Profile, Fully Configured
Complete your 5-step profile setup in TeamTrackin to unlock payroll, time tracking, leave management, and all HR features from day one.