My Digital

The People Hub people records are the one-stop-shop for all things related to your workers.

People Records - MDA

Katie McKenzie

Phil McGivern

Everything you need to know about managing people records in My Digital 

Collecting people data in your My Digital System

Personal Tab - MDA

Overview of the info tab on the people hub records

Personal Info Tab - MDA

CRM Info Tab - MDA

The Product section is where you put the contractor into the chosen company.

Product Tab - MDA

Starter Pack summary on the people record

People Record Starter Pack - MDA

Adding images and documents to a person record.

People - Attachments - MDA

Personal Tab

Setting up a workers limited employment section in your My Digital Accounts System.

Limited Employment - MDA

Setting up a workers self employed employment section in your My Digital Accounts System.

Self Employed Employment - MDA

Setting up a workers umbrella employment section in your My Digital Accounts System.

Umbrella Employment - MDA

Employment Tab

View all your workers payslips from their people hub record in My Digital Accounts.

Payroll History - MDA

View your workers expense history from their people hub record in My Digital Accounts.

Expenses - MDA

View your workers P45 and P60 from within their record in My Digital Accounts.

P45 / P60 - MDA

Payroll Tab

The deduction tab allows you to view certain deductions assigned to the worker on their record.

Deduction Tab - MDA

Deductions Tab

View and manage all pages assigned to the worker from their record in My Digital Accounts.

Pages Tab - MDA

How to create a page from a workers record in My Digital Accounts.

Creating a Page in People Hub - MDA

Notes Tab

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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