Difference between revisions of "Edit an Employee"

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(Edit an Employee)
 
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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>
|Select an employee to be edited. Click the '''Edit''' button to open the employee edit window.
+
|Select an employee to be edited. Click the '''Edit''' button [[File:EditButton.png]] to open the employee edit window.
  
 
[[File:Employee-EditEmployee1.png|1000x1000px]]
 
[[File:Employee-EditEmployee1.png|1000x1000px]]
 
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|-
|- style="vertical-align:top;"
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|<big>'''<font size="5">2</font>'''</big>
 
|<big>'''<font size="5">2</font>'''</big>
 
|The Edit Employee window will open.
 
|The Edit Employee window will open.
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* Start Date
 
* Start Date
  
[[File:Employee-EditPageRL.png|1482x1482px]]
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[[File:Employee-PersonalInformation.png]]
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|- style="vertical-align:top;"
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|<big>'''<font size="5">3</font>'''</big>
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|Fill out the other sections as needed.[[File:Employee-EditPageRL.png|1482x1482px]]
  
 
Add buttons are available for the following sections:  
 
Add buttons are available for the following sections:  
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|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
|<big>'''<font size="5">3</font>'''</big>
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|<big>'''<font size="5">4</font>'''</big>
 
|Press the '''Save''' button [[File:Save.png]] to save the edited information.
 
|Press the '''Save''' button [[File:Save.png]] to save the edited information.
  
 
|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
|<big>'''<font size="5">4</font>'''</big>
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|<big>'''<font size="5">5</font>'''</big>
 
|The edit '''Appraisals''' button can be used to open the Appraisals window.  
 
|The edit '''Appraisals''' button can be used to open the Appraisals window.  
 
* Required fields are in Red (Appraisal Date, Appraiser).   
 
* Required fields are in Red (Appraisal Date, Appraiser).   
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|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
|<big>'''<font size="5">5</font>'''</big>
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|<big>'''<font size="5">6</font>'''</big>
 
|The '''Add Training''' button can be used to open the employee training window.  
 
|The '''Add Training''' button can be used to open the employee training window.  
 
* Required field is in Red (Completion date).  
 
* Required field is in Red (Completion date).  

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