Synchronise employee profile and master records
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
This guide explains how an applied v1.3.0 authoritative record updates the linked employee profile and master employee record.
Where to go Admin Area → Human Resources → Employee Record Centre → Select employee → Current Record / Automation
Code-backed scope These instructions follow Human Resource Management v1.3.0. Use only controls visible to your permission level and confirm the saved record or audit entry after every action.
Before you start
- Access to Admin Area → Human Resources → Employee Record Centre → Select employee → Current Record / Automation.
- The Human Resource Management: View capability or administrator access.
- The correct employee, record, period or authorised evidence.
Follow these steps
- Apply or approve the employee change.
- Go to the Automation tab.
- Find the profile and master-employee target rows.
- Verify the target IDs and Success status.
- Go to People Operations or Employee 360 and verify the operational values.
Fields and options
Employee profileEmployee code, names, personal/work email, phone, department, job title, employment status, start date and current version/link fields where columns exist.
Master employeeEmployee number and supported identity/employment/payroll fields present on the target table.
Filter ruleOnly columns that physically exist on the target table are written.
What the module checks
- The Employee Record Centre remains the authoritative current operational source.
- Each target write is logged separately as success or failure.
- Original onboarding evidence is not rewritten.
What happens next
The module saves the permitted change and records the resulting status, version, delivery or synchronisation evidence. Reopen the relevant register and verify it.
Troubleshooting
- If the control is missing, confirm the required HRM permission and module version 1.3.0.
- If saving fails, correct the exact field or state named in the validation message.
- If an email/automation is missing, review the module delivery/audit log and host cron/mail settings.
HR data safety Restrict identity, right-to-work, payroll, bank, health, disciplinary and document information to authorised staff. Do not place protected values in free-text notes, email recipients or screenshots.
Browse connected topics: employee record centrehrm automation
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