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Employee Details
Some login roles have access to employee detail records.
Employee detail screens have toolbar
icons.
Go to the appropriate detail screen from Browse Details or
from the menu.
Quick Start
- Hire. The
employee must be hired into the system before detail records can be entered
for the employee. In new implementations, current employee records may
be migrated into the system, but later hires will need to be hired through
the Employee New Hire Wizard.
- Select an Employee. Select the Employee
Number from the Employee(s) field
on the upper navigation bar. You also can search for an employee
and can change or add to the list of employees who can be selected.
- Payroll Details. For
payroll processing, payroll staff should verify the automatically created
payroll detail records for the new hire and should add additional details
as necessary.
- Save an Employee Detail. When
you have finished adding or editing a Detail, always save
the record by clicking on the Save icon
and continue to save the record. When you click on the Save icon, the system will run a Validation
check to verify that all required fields have been completed. You may
receive a prompt from the system, ‘The field ‘….’ is required and must
contain data,’ referring to any required field that is incomplete. Required fields must be completed before
the system will save the record. To close the prompt, click on OK.
Complete all of the required data fields with properly formatted data,
and click on the Save icon again.
After completing all of the required data fields, click on the Save icon again. After verifying the fields,
the system will prompt you with ‘Do you wish to save this record?’ Select OK
to commit the information to the system.
- Close a Detail Screen.
To close
a detail screen, if the detail screen is displayed in a secondary window,
click on the secondary window’s X button
to close the detail screen. If the Detail
screen is displayed in the main window, choose your next menu option or
item.
Deleting Detail Records (not recommended)
Once a record is deleted, it cannot be recalled.
- To delete a record
from an Employee Detail screen, first select an employee by Employee
Number.
- Next, select the
record to delete.
- After selecting
the record, click on Delete. The
system prompts: Do you wish to save this change?
- To permanently
delete the record, click OK.