Employee record - creating, finding, & deleting employee records
- Kelly Collins
This section will show you how to navigate around an employee record, what each section means, and how to update records.
How to find an employee record
How to create a new employee record
How to change an employee reference
How to find an employee record
If you are an administrator, employees (this can include managers) will be shown on the lefthand menu.
On the top menu bar click on employees, then using the lefthand menu select the employee you wish to look at. If you have multiple folders set up for departments and divisions, double click on the folder name, this will expand to show the employees within that folder.
To access the employee's record, double click on their name, you will see their summary page appear on the righthand side, along with additional tabs for you to enter and change details.
You can also use the search bar to type in either the name or reference of the employee.
The search will also work for a part name or letter.
How to create a new employee record
If you need to create a new employee record, click on employees on the top menu bar. Under your top folder (normally the name of your company), right click, and then select new employee.
In the box enter:
Start Date - this will be done via a calendar pop up
Staff Number - this will be prepopulated but can be over keyed.
Reference - This will be the name that shows on the left-hand menu so make sure it's an easily recognisable reference.
First Name -
Surname -
Click create, when you are ready.
The new record will show on the lefthand side, this is displayed as reference & (staff number)
On the righthand side you can see the summary screen and subsequent tabs for you to fill out. The employee will come under the company main folder until you assign them to a division or department. Go to new starter process to see all the tabs that are required to onboard a new starter.
How to change an employee reference
If you need to change the employee reference, right click on the employee and select change reference.
You will be able to change the staff number and reference. Click save once complete.
Please note: changing an employee reference may have an effect on your payroll. We would encourage you to check with support or your payroll executive before making any changes.
How to delete an employee
As an admin user you do have the ability to delete employees.
Please note: we do not recommend using this function unless it is 100% essential, once an employee is deleted, they cannot be retrieved. If they have already seen sent through to payroll for processing, please do not delete. Speak to your payroll executive should you require further assistance.
Find the employee you wish to delete and right click on their name. You will see the option to delete employee, when you click on this option you will get a message asking if you are sure. Click OK. If this has been pressed by mistake at this point you can click Cancel to stop the deletion. Once you have click OK, the record will be deleted immediately and cannot be recovered.
