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Modifying Employees Details

Employees details can be modified in order to adapt to changing organizational requirements.

Modify Employees details from the Employees field of the Main window.

To modify Employee Details:

  1. Select the Employees field of the Main window.

    Figure 2-33 Main Window

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    The All Essentials Employees Details window opens.

    Figure 2-34 All Essentials Employees Details Window

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  2. Select the Employee whose details will be edited from the list in the All Essentials Employees Details window, and modify the following details:.

a. Modifying the Employees Name

To modify the Employees name:

(1) Select the Edit tab next to the Employees name in the All Essentials Employees Details window.

Figure 2-35 All Essentials Employees Details Window

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The Edit Name window opens.

Figure 2-36 Edit Name Window

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(2) Modify the Employees First Name and Last Name in the respective fields.
(3)Select OK.

The Edit Name window closes, and the changes are saved.

b. Modifying Employees Primary Positions

To modify Employees Primary Positions:

(1) Select Edit in the Primary Positions field of the All Essentials Employees Details window.

Figure 2-37 All Essentials Employees Details Window

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The Primary Positions Employee Skills window opens.

Figure 2-38 Primary Positions Employees Skills Window

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(2)  Un-check the Employee Primary Positions boxes.
(3) Check the required Primary Positions boxes to configure the new Primary Positions that the Employee will fill.

      The Begins and Ends fields in the selected Primary Position are activated.

Figure 2-39 Primary Positions Employees Skills Window

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(4) Check the Begins box of the selected Position.

      The Begins field appears.

Figure 2-40 Primary Positions Employees Skills Window

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(5) Select the arrow in the Begins field.

      The Begins Calender opens.

Figure 2-41 Begins Drop-down Menu

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(6) Select the required Begins date value from the calendar.

      The Begins Calender closes and the selected Begins date appears in the Begins field.

Figure 2-42 Begins Field

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(7) Check the Ends box of the selected Position.

Figure 2-43 Ends Checkbox

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      The Ends field appears. Also the Reminder check-box opens.

(8) Select the arrow in the Ends field.

      The Ends Calender opens.

Figure 2-44 Ends Calender

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(9) Select the required Ends date value from the calendar.

      The Ends Calender closes and the selected Ends date appears in the Ends field.

Figure 2-45 Ends Field

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(10) Check the Reminder box in order to receive reminders of End dates of Employees positions.

Figure 2-46 Reminder Check-box

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(11) Select OK.

     The Primary Positions Employee Skills window closes.

NOTE: To modify categories of Positions and Ranks, for example to change Positions names or to add positions, see Positions Skills and Levels.

c. Modifying Employees Secondary Positions

NOTE: Skip Editing Employees Secondary Positions below, if the Employees Secondary positions and ranks have already been edited together with Employees Primary positions in Editing Employees Primary Positions.

To modify Employees Secondary Positions:

(1) Select Edit in the Secondary Positions field of the All Essentials Employees Details window.

      The Secondary Positions Employee Skills window opens.

Figure 2-47 Secondary Positions Employee Skills Window

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(2) Uncheck the unwanted Employees Secondary Positions boxes.
(3) Check the new Employees Secondary Positions boxes to configure the new Secondary Positions that the Employee will fill.
(4) To configure Begins and Ends dates for Secondary Positions, see Modifying Primary Positions above.
(5) Select OK.

     The Employee Secondary Positions window closes.

d. Modifying Groups

To modify Groups:

(1) Select Edit in the Groups field of the All Essentials Employees Details window.

      The Groups window opens.

Figure 2-48 Groups Window

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(2) Uncheck Groups.
(3) Check required Groups boxes to configure the new Groups.
(4) Select OK.

     The Groups window closes.

NOTE: To edit categories of Groups, for example to change Groups names or to add Groups, see Employees Groups.

e. Modifying Requests Policies

To modify Requests Policies:

(1) Select the arrow in the Request Policies field of the All Essentials Employees Details window.

      The Requests Policy dropdown menu opens.

(2) Select a new Request Policy for the Employee from the Requests Policy dropdown menu.

Figure 2-49 Requests Policy Dropdown Menu

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(3) Select OK.

     The Requests Policy dropdown list closes, and the edited Request Policy appears in the Requests Policy field.

NOTE: To modify Preference Policies, for example to change or to add Preference Policies, see Employees Request Type.