Human Resources

Employees - Custom Details

In the Custom Details screen, you can view a list of Details Codes set up on the system, these can be configured, refer to Employee Custom Detail Codes.

Custom Details can be set up to add information that you wish to keep note of but that is not default to the system, for example: an employee contract start and end date, or an employee's foreign identity document number.

You can only make changes in the Detail Data column in the data grid.

Ribbon Access: Finance / HR Employees

  • The Employees listing screen will display.

    • View Employee Custom Details

    Select Employee

    • Select the row of the employee whose custom details you wish to view.
    • Click on the Custom Details tile in the Links panel.

    • The Custom Details for : [ ] screen will open where you can view the custom details linked to this employee.
    • Pre-defined codes will be listed in this screen.

    Note: If the custom detail code you wish to update is not in this list, then refer to Employee Custom Detail Codes.

    Add Custom Detail Data

    • Select the row where you wish to add information.
    • Type in the information you wish to add in the Detail Data column of that row.
    • Note that you can only add information to the Detail Data column.

    Save Custom Detail Data

    • When you have added the new details -
      • In this example, the Prior Role information has been typed in.
    • Click on Save.
    • The details will be saved, and you will return to the Employees listing screen.
    • You may choose to export data to Excel, if required.

    Export to Excel

    • In the Custom Details for: [ ] screen.
    • Click on Excel.

    • This will open an MS Excel spreadsheet with all the data from the data grid.
    • You can choose to save, view, search for data, prepare it for printing, and so on, as required.

    Edit Custom Detail Data

    Select Employee

    • In the Employees listing screen.
    • Select the row of the employee whose Custom Details you wish to edit.
    • Click on the Custom Details tile in the Links panel.

    Select Custom Details to Edit

    • The Custom Details for : [ ] screen will open.
    • Edit the information you wish to change in the Detail Data column of that row.
      You can either backspace or highlight over the existing information and type in the new information.
    • In this example, the emergency contact number is to be amended.

    Save Custom Detail Edits

    • When you are happy with your changes -
    • Click on Save.

    • The edited details will be saved, and you will return to the Employees listing screen.

    Delete Custom Details Data

    Select Employee

    • In the Employees listing screen.
    • Select the row of the employee for whom you wish to delete Custom Detail information.
    • Click on the Custom Details tile in the Links panel.

    Select Custom Details to Delete

    • The Custom Details for : [ ] screen will open.
    • Delete the required information in the Detail Data column of that row.
      You can either backspace or highlight over the existing information and press Delete on your keyboard.
    • In this example, the Medical Aid Detail Data will be deleted.

    Save Deletion

    • When you are happy with your deletions -
    • Click on Save.

    • The deletion will be saved, and you will return to the Employees listing screen.