Viewing/Editing an Employee Profile

How to get to this page: Profile tab

1. To open an employee profile, double-click anywhere on the profile's display line. To preview an employee profile, clicknext to the profile's display line.

If the employee profile you want to open does not appear on screen, you can locate it one of two ways:

• Enter the Employee Name (or first few letters of the employee's name) in the Find Employee box and click Go.
• Using the alphabet-bar at the bottom of the screen, click the first letter of the employee's last name to return employee profiles that start with that letter. Click # to return records that begin with a number. Click All to return all employee profiles.

You can also sort Employees by status. This is helpful if, for example, your company doesn't delete employee profiles from the system until they have been first been designated Inactive.

• Click the drop-down list next to the View box and choose Inactive to view by that specific status only.

2. To add or edit profile information, enter the information in the appropriate field. Click here for more information about profile fields.

3. Action menu items:
• To view a history of the employee's leaves of absence, click Action and choose Leaves of Absence.
• To view a history of changes made to the profile as well as by whom those changes were made, click Action and choose Audit.
4. To save the updated employee profile, you have three options:

• Click Save to save the updated employee profile.
• Click Save and New to save the employee profile and enter a new employee profile.
• Click Save and Close to save the employee profile and close the screen.

5. Select Close to close the screen without saving any changes made.

Note: To delete changes made since you last saved the employee  profile, choose View > Refresh. Use this feature with caution; once you refresh your changes are lost.