Difference between revisions of "Edit an Employee"
From MyFacilityFitPro_Wiki
(Tag: VisualEditor) |
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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]] |
| + | |- | ||
|<big>'''<font size="5">2</font>'''</big> | |<big>'''<font size="5">2</font>'''</big> | ||
| − | |The | + | |The Edit Employee window will open. |
| − | + | The edit window is divided into sections that can be edited individually. | |
| − | + | ||
| − | + | ||
| − | Employee | + | |
| − | + | ||
| − | Complete sections for: | + | Complete sections for: |
| − | Personal Information | + | * Personal Information |
| − | Campuses | + | * Campuses |
| − | User Administration | + | * User Administration |
| − | Job Responsibilities | + | * Job Responsibilities |
| − | Contact Information | + | * Contact Information |
| − | Statuses | + | * Statuses |
| − | Wages | + | * Wages |
| − | Skills | + | * Skills |
| − | Training Histories | + | * Training Histories |
| − | Appraisals | + | * Appraisals |
| − | Event | + | * Event |
| − | + | The Personal Information section has required fields lined in red for the following: | |
| − | + | * First Name | |
| − | + | * Last Name | |
| − | + | * Job Title | |
| − | + | * Employee Number | |
| − | + | * 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> | ||
| − | | | + | |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> | ||
| − | | | + | |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  to open the employee edit window.
|
| 2 | The Edit Employee window will open.
The edit window is divided into sections that can be edited individually. Complete sections for:
The Personal Information section has required fields lined in red for the following:
|
| 3 | Fill out the other sections as needed.
Add buttons are available for the following sections:
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  to save the edited information.
|
| 5 | The edit Appraisals button can be used to open the Appraisals window.
|
| 6 | The Add Training button can be used to open the employee training window.
|
