Managing Employees
Learn how to manage your employee records.
Manage your list of employees from within the workforce management area.
Key Points
When managing employees, the main points to be aware of are.
- In order to manage employee data, you must be granted access to do so.
Step-by-step
See below for a step-by-step guide on creating a new employee, updating an existing employee and deleting an employee.
Creating a new employee
- Navigate to the 'Workforce' area using the system menu.
- Click/press the 'New' button in the top left.
- Fill out the basic employee details.
- Click/press 'Save & Close'.
Updating an existing employee
- Navigate to the 'Workforce' area using the system menu.
- Use the search to find the employee that you wish to update.
- Click/press the 'Manage' button.
- You can use the one in the right hand panel or the one in the list.
- Once the employee record has loaded go to the 'Details' tab and click/press 'Edit'.
- Make the required changes.
- Click/press the 'Save & Close' button.
Deleting an employee
- Navigate to the 'Workforce' area using the system menu.
- Use the search to find the employee that you wish to delete.
- Click/press the down arrow next to the 'Manage' button.
- You can use the one in right hand panel or the one in the list.
- When prompted, click/press the 'Delete' button on the confirmation dialog.