Edit an Employee

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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