Human Resources

Employees - Edit Employee

Ribbon Access: Finance / HR Employees

  • The Employees listing screen will open.
      • All the employees currently set up on the system can be viewed here.
    • Scroll through the list -
    • Or use the filter row to find a particular employee.

    Select Employee

    • Select the row of the employee whose details you wish to edit.
    • Click on Edit.

    • The Edit Employee screen will open.

    Edit Employee Information

    • Select the area where you wish to edit information.
      • To update details, highlight the current text in the relevant field, then type in the amended information.
      • To remove details, highlight the text and press delete on your keyboard.
    • The Dependants panel:
      • Click on the Dependants link for a detailed process of how to edit the information in this frame.
    • The Shifts panel :
      • Click on the Shifts link for a detailed process of how to edit the information in this frame.
    • The Crafts panel :
      • Click on the Crafts link for a detailed process of how to edit the information in this frame.

    Save Changes

    • When you have made the required edits to the selected employee -
      • In this example, a new shift has been added -
    • Click on Save.

    • A message box will pop up informing you -
      • Employee: [ ] has been saved.
    • Click on OK.

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

    Function Tiles - Links Panel

    • You can edit the function tiles on the left side of the Employees listing screen in the Links panel by clicking on each function tile.
    • When working with these tiles, ensure that you have selected the correct employee before you click on any tile.