Employees


 

Edit an Employee & Features of an Employee

Who can use this feature?

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Overview

This article will show you how to edit an Employee and show you features of an Employee.

Instructions

  1. Navigate to Employees
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  2. Select an employee
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  3. Modify fields
    • Employee Information:556.png
      • Employee Personal
        • First Name: Employee's first name
        • Middle Name: Employee's middle name
        • Last Name: Employee's last name
        • Email: Use employee's work email 
          • Note: This will be the employee's username and password when they first log in.
          • Note: This email will be used to send system-generated emails.
        • Phone: Optional phone number
        • Address: Optional address information (Address, Address 2, City, State, ZIP)
      • Job Information
        • Location: Select location of the employee's workplace
        • Supervisor: Responsible for the main appraisal
        • Job Title: Determines which factors the employee receives on their review
        • Hire Date Start Date: Determines review cycle, unless there is a specified review date
      • Roles
        • System Admin: Full access to site and all modules
        • Supervisor: Has employees report to them, are the main evaluators, will be an appraiser, can approve/reject finished reviews
        • Confidential Appraiser: Comments are anonymous
        • Hiring Manager: Supervises hiring process
      • Review Cycle
        • Use System Setting: Generate reviews based on the system-wide default
        • Anniversary Date: Generate reviews from employee's anniversary date
        • Review Date: Generate review on a specific date
      • Quick Links
        • Reset Password: Click to reset this employee's password
        • Archive: Click to archive this employee
      • Click Save to keep any changes
    • Activity Timeline of changes for the employee
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      • Add New Note: Enter a new note
    •  Workflow Setup
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      • Appraiser Setup: Allows you to select another appraiser to evaluate the employee
        • Note: Click Edit to add appraiser(s)
        • Note: Appraiser(s) must be set up under the employee prior to creating the employee review
      • Approver Setup: Select order or routing workflow of an employee's performance review. This is the order the review is routing through for approval.
      • Note: As soon as you add new appraisers and approvers, any current or next reviews will update as Closed.
    • Reviews: Snapshot of all reviews of the employee
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