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Chapter 2 · 2 of 9 in the series
Personal information
Personal information: what the record works out for itself, what someone has to tell it, and where exactly she lives.
01Lesson notes
Step by step#
Employees › Layla Haddad › Customise tiles
- KPI tiles — Every tile this record can show.
- On show — Five, numbered in order.
- Hours this month — Available, not on show.
Employees › Layla Haddad › Customise tiles
- Birthday — Unticked.
- Hours this month — Ticked, fifth.
Employees › Layla Haddad
- Hours this month — And today so far.
Employees › Layla Haddad › Personal Info
- Age — From the date of birth.
- Tenure — From the joining date.
- Passport number — Masked, but for the last digits.
- Profile — Five of seven fields.
- Last touched — When, and by whom.
Employees › Layla Haddad › Personal Info
- Passport number — Her identity document.
- Date of birth — From her application.
- Nationality — From her passport.
- Place of birth — Empty.
- Employee type — Empty.
Employees › Layla Haddad › Personal Info
- Place of birth — Edited where it stands.
Employees › Layla Haddad › Personal Info
- Employee type — Nothing chosen yet.
- The list — Every type the company uses.
Employees › Layla Haddad › Personal Info
- Employee type — Picked.
- Place of birth — Typed.
Employees › Layla Haddad › Personal Info
- Profile — Complete.
- Place of birth — Saved.
- Employee type — Saved.
Employees › Layla Haddad › Personal Info
- Employee type — Full-time.
- Current choice — At the top, with a tick.
- The others — Ready if it changes.
Employees › Layla Haddad › Personal Info
- Languages — None recorded yet.
Employees › Layla Haddad › Personal Info
- Languages — The common ones, one click each.
Employees › Layla Haddad › Personal Info
- Three languages — Native, fluent, conversational.
Employees › Layla Haddad › Personal Info
- Languages — Three, with their levels.
- Onboarding — Four of five steps.
Employees › Layla Haddad › Personal Info
- Interests — Free text, one chip each.
Employees › Layla Haddad › Personal Info
- Street — Her flat.
- City — Dubai.
- Country — Where she lives.
- The exact point — Latitude, longitude, distance: empty.
- Locate — Find the point.
Employees › Layla Haddad › Personal Info
- Latitude and longitude — Looked up from the address.
- The map — Centred on the point.
- Distance to office — Worked out from both points.
Employees › Layla Haddad › Personal Info
- Permanent address — Beirut, not yet located.
Employees › Layla Haddad › Personal Info
- Permanent address — With its own point.
- Distance to office — Beirut to Dubai.
Employees › Layla Haddad › Personal Info
- Private address — Empty.
- Same as Current — Copy the current residence.
Employees › Layla Haddad › Personal Info
- Private address — The Dubai flat, with its point.
- Home and office — On one map.
- Route — Distance, and directions.
Transcript
Ten minutes, one review
Mariam Saleh: Your profile says 'pending review'. Ten minutes, and it won't.
Layla Haddad: What's missing?
Mariam Saleh: Where you were born, what kind of contract you're on, your languages — and your family's address in Beirut.
Lina: Layla's second Wednesday. The personal tab is where HR and the employee meet.
Lina: Personal information: what the record works out for itself, what someone has to tell it, and where exactly she lives.
Your own five tiles
Lina: First, the strip of tiles above the tabs. Customise opens every tile this record can show.
Lina: Five are ticked: the five on the strip, numbered in the order they appear.
Lina: And one more below them — her hours this month, which appeared once she started checking in. It's greyed out, because five is the limit.
A swap
Lina: So Mariam makes room: she unticks the birthday,
Lina: and ticks hours instead. It takes the fifth place.
David: Does that change the strip for everyone?
Lina: Only for Mariam. It's saved to her own profile, so it follows her to every record she opens, on any device.
Hours, in front
David: Close the list, and the fifth tile is Layla's hours this month, with today's underneath.
Your tiles follow you
Lina: The choice isn't written on Layla's record.
Lina: It's saved once, to Mariam's own settings,
Lina: and every employee record she opens shows the same five tiles — on this laptop or any other.
David: And Layla's own view of her record?
Lina: Is hers to arrange. Everyone gets their own strip.
What it already knows
Lina: The personal information section opens with three chips nobody typed. Her age,
Lina: her tenure,
Lina: and her passport number, masked down to its last digits.
Lina: On the right, a completeness ring: five of the seven fields that matter are filled.
Lina: And above it, when the section was last changed, and by whom.
Worked out for you
Lina: Behind each chip is a field somebody did type. Her date of birth becomes her age,
Lina: her joining date becomes her tenure,
Lina: her passport number becomes a masked chip,
Lina: and seven key fields feed the ring.
David: So if someone corrects her date of birth?
Lina: Every chip that depends on it corrects itself — nobody retypes an age.
Two gaps
Lina: Most of it came from her application: her passport number,
Lina: her date of birth,
Lina: and her nationality.
Lina: Two gaps: where she was born,
Lina: and what kind of employee she is.
David: Why doesn't the application ask where she was born?
Lina: Because it isn't a hiring question. It's needed later — for a visa, a certificate, a pension — so HR asks once she's here.
Click, and type
Lina: There's no edit form. Mariam clicks the empty field and types.
The whole list
Lina: Employee type is a list the company keeps. Click the field, and the whole list opens.
Lina: Five types, all in view — no need to search.
David: And a company with twenty types?
Lina: Then a search box appears at the top. For a short list, it would only be in the way.
Changed, not saved
Lina: She picks full-time.
David: Both fields now carry a small dot: changed, but not saved yet.
Seven of seven
Lina: Save, and both values are on the record,
Lina: and the ring closes: seven of seven.
Current, and the rest
Lina: Open the field again, and the current choice sits at the top with a tick,
Lina: and the other four below it, for the day her contract changes.
Languages
Lina: Next, languages — and for a customer success lead in Dubai, they're part of the job. Right now the card is empty.
One click each
David: Edit, and the common languages are offered as chips, one click each.
With a level
Lina: Arabic, English and French — each with a level: native, fluent, conversational.
David: Does anything use those levels?
Lina: Skills do, in chapter five. A native Arabic speaker is someone you can route an Arabic escalation to.
On the record
Lina: Done, and they sit beside the onboarding meter.
Lina: Which still shows one step open — her probation, which only time can close.
Interests
Lina: And interests, in her own words — the kind of thing a new team uses to start a conversation.
David: Does HR actually need those?
Lina: Nobody needs them. They're there for the people she'll work with.
One person, three places
Lina: Now the addresses. There are three, because an international hire usually has more than one.
Lina: Where she lives now,
Lina: the permanent address official papers ask for — often back home,
Lina: and a private address for confidential letters.
Lina: Each one keeps its own point on the map, and its own distance from her office.
Current residence
Lina: Her current residence came with her application: street and city,
Lina: and the country she lives in — which, for Layla, isn't the country on her passport.
David: Two different countries on one record.
Lina: Nationality decides her permits; residence decides where the post goes.
Lina: Underneath, the exact point: latitude, longitude, and the distance to her office. All still empty — the map is only a guess from the street name.
Lina: Locate pins it down.
Pinned
Lina: One click: the address is looked up on OpenStreetMap, and latitude and longitude are filled in.
Lina: The map now centres on the exact point,
Lina: and the distance to her office is worked out.
David: Which office? Northwind has five.
Lina: The one on her record — the Dubai hub. Every office keeps its own point, so the distance is measured from where she actually works.
David: And who uses that number?
Lina: Commute allowances, travel claims, anyone planning cover on a bad-traffic day. It's only as good as the point, which is why the point is stored.
A guess, and a point
Lina: One click, and this is what it changed.
Lina: Latitude and longitude were empty; now they're filled in.
Lina: The map was a guess from the street name; now it's centred on the point.
Lina: And the distance went from nothing to sixteen and a half kilometres.
Lina: Measured to the Dubai hub, because that's the office on her record.
David: So no point, no distance.
Lina: A distance needs two real points: hers, and her office's.
Permanent address
Lina: Her family's address in Beirut came in by email and went into the permanent block. The map finds the street, but the point is still empty.
Located
Lina: Locate again, and Beirut has its own point.
David: And its own distance to the Dubai hub — the figure her annual ticket home is booked against.
Private address
Lina: The private address is empty.
David: Why keep a private address apart from where she lives?
Lina: For letters that shouldn't be opened by anyone else in the flat.
Lina: For most people it's simply where they live, so there's a button for that.
Copied, point and all
Lina: Same as current: the private block takes the Dubai flat — street, country and the point with it.
Lina: Its map shows home and office together.
David: With the distance between them, and a link for directions.
Three places, two distances
Lina: On a map, the three addresses are two points.
Lina: Her flat, a short drive from the hub — the current and the private address share it,
Lina: and her family's home in Beirut, measured from the same office.
David: Why from her office, and not from head office in London?
Lina: Because that's where she goes every morning. London would say nothing about her commute.
What the review closed
Lina: So what did those ten minutes change? Count it up, line by line.
Lina: Her profile went from five of the seven fields that matter to all seven.
David: Languages, from none to three.
Lina: All three addresses now carry a point of their own.
Lina: And onboarding stays at four steps of five.
David: Because the fifth is her probation.
Lina: And that one closes in July, not at a keyboard.
Who she is, on the record
David: A lot of personal detail for an HR system.
Lina: Every piece has a use. Her languages decide who takes an Arabic escalation; her address, how far she travels.
Lina: Some of it HR checks against a document — that's why Layla can't simply change her date of birth.
Lina: And some of it the record works out by itself, so nobody types it twice.
David: Fill it once, use it everywhere.
Reviewed
Layla Haddad: That's it?
Mariam Saleh: That's it. Your profile's complete. The rest of your record fills in as you work — starting with where you sit.
Lina: Next: work information — where Layla sits, and who approves what.
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