Employees


 

Modify and Review Employee Information

 

Overview 

This article will show you how to edit an Employee.

Instructions

  1. Select the employee you would like to edit
    select_an_employee.png
  2. Review and modify Employee Information fields
    employee_information.png
    • Employee Personal
      • First, Middle, Last Name: Name of your employee
      • Email: Employee's username and password when they first log in
        • Note: This email will also be used to send a system generated email.
      • Phone: Employee's phone number
      • AddressAddress 2, City, State, Zip: Employee's personal address
    • Job Information
      • Location: Where the employee works
      • Supervisor: Person the employee reports to
      • Job Title: Determines what boarding forms and sections are pre-aligned when a new plan is made for this employee
      • Hire Date and Start Date: Used for reporting purposes
      • Custom Id#: Add a custom ID, if applicable
    • Roles
      • Select appropriate check boxes for System Admin, Supervisor, Confidential Appraiser, and/or Hiring Manager
    • Quick Links
      • Reset Password: Automatically resets the employee's password
      • Archive: Enter a Termination Date and Reason
        archive.png
        • Note: Select Archive button to finalize termination.
  3. Click Save at the bottom of the Employee Information page
    save.png

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