Human Resources

Employees - Addresses

You can add, edit and delete an employee address from the Employees listing screen using the Addresses tile in the Links panel.

Ribbon Access: Finance / HR Employees

  • The Employees listing screen will display.

    • View Employee Addresses

    Select Employee

    • Select the row of the employee whose address details you wish to view.
    • Click on the Addresses tile in the Links panel.

    • The Address List for : [ ] screen will open.

    View Address

    • Here you can view all of the addresses currently linked to the selected employee.

    Add Employee Address

    • Click on Add.

    • Or Right-click on any row in the address list.
    • A Processing menu will pop up.
    • Click on Add New Address.

    • The Add new address screen will open.

    Add Address Details

    • Address Type: Click on the drop-down arrow in this field.

    • The Address Type list will display.
    • Select from this list, the type you wish to add to the employee.
      • In this example, Post - Postal is selected.

    • The Address Type field will populate with your selection.
    • Add the remaining address details:
      • Address 1 - 3: Type in the number, street and town in these first 3 rows.
      • City: Type in the city of this address.
      • Province: Type in the province of this address.
      • Postal Code: Type in the address postal code.
      • Country: Type in the country of this address.

    Default Address

    • Default Address: Select this check box if this is to be the primary address for this employee.
      All correspondence will be for this address unless otherwise specified.
      • In this example, this address has been selected as the default address.

    Save Address

    • When you have completed the new address details, click on Save.

    • A notification message box will pop up informing you -
      • Address has been saved.
    • Click on OK.

    View Saved Address

    • You will return to the Address List for: [ ] screen.
    • The new address can now be viewed in the data grid.
    • Note that the final column IsDefault reads as 'Yes' as this address was selected as the Default Address in the previous step.
    • Click on Back to return to the Employees listing screen.

    • Or export data to Excel, if required.

    Export to Excel

    • In the Address List 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 Employee Address

    Select Employee

    • In the Employees listing screen.
    • Select the row of the employee for whom you wish to edit an address.
    • Click on the Addresses tile in the Links panel.

    Select Address to Edit

    • The Address List for : [ ] screen will open.
    • Select the row of the address where you wish to make changes.
    • Click on Edit.

    • Or Right-click on the row of the address where you wish to make changes.
    • A Processing menu will pop up.
    • Click on Edit Address.

    • The Edit address screen will open.

    Edit Address Details

    • All of the fields, except Address Type and the Default Address check box, require the edited details to be typed directly into the text boxes.
    • If you wish to edit the Address Type, click on the drop-down arrow and select an alternative address type from the list displayed.
    • In this example, this address is to be edited to become the primary or default address, therefore the Default Address check box is to be selected.

    Save Edited Details

    • When you have finished editing the address -
    • Click on Save.

    • A notification message box will pop up informing you -
      • Address has been saved.
    • Click on OK.

    View Edited Address

    • You will return to the Address List for: [ ] screen where you will view the recent changes that were made.
    • Click on Back to return to the Employees listing screen.

    Delete Employee Address

    Select Employee

    • In the Employees listing screen -
    • Select the row of the employee for whom you wish to delete an address.
    • Click on the Addresses tile.

    Select Address to Delete

    • The Address List for : [ ] screen will open.
    • Select the row that you wish to delete.
    • Click on Delete.

    • Or right-click on the row that you wish to delete.
    • A Processing menu will pop up.
    • Click on Delete Address.

    Confirm Deletion

    • A Delete Address message box will pop up asking -
      • Are you sure you want to delete this address?
    • Click on Yes.

    • An Employee Address message box will pop up informing you -
      • Employee Address Deleted.
    • Click on OK.

    View Deletion Results

    • You will return to the Address List for: [ ] screen.
      The deleted address has been removed from the data grid.
    • Click on Back to return to the Employees listing screen.