Difference between revisions of "Edit an Employee"

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(→‎Edit an Employee)
 
(8 intermediate revisions by the same user not shown)
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|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
 
|<big>'''<font size="5">1</font>'''</big>
 
|<big>'''<font size="5">1</font>'''</big>
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|<big>Select an employee to be edited. Click the '''Edit''' button to open the employee edit window.
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|Select an employee to be edited. Click the '''Edit''' button [[File:EditButton.png]] to open the employee edit window.
  
−
|- style="vertical-align:top;"
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[[File:Employee-EditEmployee1.png|1000x1000px]]
 +
|-
 
|<big>'''<font size="5">2</font>'''</big>
 
|<big>'''<font size="5">2</font>'''</big>
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|<big>The Personal Information section has required fields lined in red for the following:
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|The Edit Employee window will open.
 +
The edit window is divided into sections that can be edited individually.
  
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First Name, Last Name Job Title, Employee Number, Start Date.
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Complete sections for:
 +
* Personal Information
 +
* Campuses
 +
* User Administration
 +
* Job Responsibilities
 +
* Contact Information
 +
* Statuses
 +
* Wages
 +
* Skills
 +
* Training Histories
 +
* Appraisals
 +
* Event
  
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Complete sections for
+
The Personal Information section has required fields lined in red for the following:
−
Personal Information, Campuses, User Administration, Job Responsibilities, Contact Information, Statuses, Wages, Skills, Training Histories, Appraisals, Event
+
* First Name
−
 
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* Last Name
−
Add Buttons are available for the following Sections:
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* Job Title
−
Campuses,
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* Employee Number
−
Statuses, Wages, Skills, Training Histories, Appraisals, Events.
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* Start Date
  
 +
[[File:Employee-PersonalInformation.png]]
 
|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
 
|<big>'''<font size="5">3</font>'''</big>
 
|<big>'''<font size="5">3</font>'''</big>
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|<big>Press the '''Save''' button to save the edited information.
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|Fill out the other sections as needed.[[File:Employee-EditPageRL.png|1482x1482px]]
 +
 
 +
Add buttons are available for the following sections:
 +
* Campuses
 +
* Statuses
 +
* Wages
 +
* Skills
 +
* Training Histories
 +
* Appraisals
 +
* Events
 +
'''Note:''' Often the add button and the edit button in a section will open the same window. However, if new info is added vs. old info edited the results are different when saved.
  
 
|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
 
|<big>'''<font size="5">4</font>'''</big>
 
|<big>'''<font size="5">4</font>'''</big>
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|<big>Click '''button''' to open the clone window.
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|Press the '''Save''' button [[File:Save.png]] to save the edited information.
  
 +
|- style="vertical-align:top;"
 +
|<big>'''<font size="5">5</font>'''</big>
 +
|The edit '''Appraisals''' button can be used to open the Appraisals window.
 +
* Required fields are in Red (Appraisal Date, Appraiser). 
 +
* Scores are from 0 to 100.
 +
* '''Next Appraisal Date''' calendar can be used to choose a date that is a day, a week, a month, a year away, etc.
 +
* Press the '''Save''' button when finished.
 +
[[File:Employee-AddAppraisal1.png|961x961px]]
 +
 +
|- style="vertical-align:top;"
 +
|<big>'''<font size="5">6</font>'''</big>
 +
|The '''Add Training''' button can be used to open the employee training window.
 +
* Required field is in Red (Completion date).
 +
* Select a training from the '''Training''' dropdown.
 +
* Select a score from the S'''core''' list.
 +
* '''Course''' and '''Other''' costs can be typed directly into the field, or the up and down arrows can be used to increment $1.
 +
* Press the '''Save''' button when finished.
 +
[[File:Employee-AddTrainingDDs.png|800x800px]]
 
|}
 
|}

Latest revision as of 07:44, 4 May 2016

Edit an Employee

1 Select an employee to be edited. Click the Edit button EditButton.png to open the employee edit window.

Employee-EditEmployee1.png

2 The Edit Employee window will open.

The edit window is divided into sections that can be edited individually.

Complete sections for:

  • Personal Information
  • Campuses
  • User Administration
  • Job Responsibilities
  • Contact Information
  • Statuses
  • Wages
  • Skills
  • Training Histories
  • Appraisals
  • Event

The Personal Information section has required fields lined in red for the following:

  • First Name
  • Last Name
  • Job Title
  • Employee Number
  • Start Date

Employee-PersonalInformation.png

3 Fill out the other sections as needed.Employee-EditPageRL.png

Add buttons are available for the following sections:

  • Campuses
  • Statuses
  • Wages
  • Skills
  • Training Histories
  • Appraisals
  • Events

Note: Often the add button and the edit button in a section will open the same window. However, if new info is added vs. old info edited the results are different when saved.

4 Press the Save button Save.png to save the edited information.
5 The edit Appraisals button can be used to open the Appraisals window.
  • Required fields are in Red (Appraisal Date, Appraiser).
  • Scores are from 0 to 100.
  • Next Appraisal Date calendar can be used to choose a date that is a day, a week, a month, a year away, etc.
  • Press the Save button when finished.

Employee-AddAppraisal1.png

6 The Add Training button can be used to open the employee training window.
  • Required field is in Red (Completion date).
  • Select a training from the Training dropdown.
  • Select a score from the Score list.
  • Course and Other costs can be typed directly into the field, or the up and down arrows can be used to increment $1.
  • Press the Save button when finished.

Employee-AddTrainingDDs.png

Retrieved from "https://help.myfacilityfitpro.com/index.php?title=Edit_an_Employee&oldid=1179"