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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.

1. To delete a record from an Employee Detail screen, first select an employee by Employee Number.
2. Next, select the record to delete.
3. After selecting the record, click on Delete. The system prompts: Do you wish to save this change?
4. To permanently delete the record, click OK.