You can watch our video tutorial below:
From time to time you might need to edit your employees’ details because changes in their:
- Address
- Phone number
- Email address
- Awards (They go from Part time to full time, or from casual to full time)
- Pay
- Allowance
This article will cover changes to your employees' general information, such as address, phone, email, etc.
To edit your employee’s details
- Select Employee > Edit Employee
- Select the employee you need to edit from the Name list
- Select the required tab on the left with information to be updated
- Personal – Change details as needed. Click Close to save the information
- Address/Phone - Change postal or home address or phone numbers
- To add, edit or delete a phone number, right click on the phone number section and select the relevant option
- Update as required
- Click Close to save
- Email internet – Change email address, as required
- To add, edit or delete an email address, right click on the email address section
- Select the relevant option (Add, Edit, Delete)
- Update as required
- Click Close to save
- International – This is optional. If you want to record your employees’ spoken & written languages, you can do so here
- Update as required
- Click Close to save
- Next of Kin – This is optional. If you wish to add or remove a next of kin you can do so here
- Right click to bring up the Add, Edit or Delete options
- Make changes as required
- Click OK
- Reminders - this is optional. You can set reminders for your staff here if you need them all to check their details before end of the financial year
- Right click to add a reminder
- Enter the details
- Click OK (example shown below)
- Update as required
- Click Close to save
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