- Edit Employee Information

To EDIT an Employee's information
From any page: 

  • In the top menu, click EMPLOYEES
  • Click the fields in the grid that you would like to change (Use the Select Columns to View link to display more columns)
  • Make the changes and click the Save button

    edit employee details in grid

  • OR Click the pencil icon pencil icon next to the Employee name to open their Edit Employee window
    edit employee window

  • Add/Change any details for the Employee 
  • Click Save (or Save & Next to go to the next Employee) 
  • When you return to the Employee list, press F5 to Refresh/Reload the page to update the grid.
  • Other options that are not required in that same window include: 

    edit employee optional details

If you allow your Employees to sign in using their own username/password they can add/change many of their own details such as:

  • Phone numbers
  • Email & text message addresses and Notifications
  • Whether other Employees can see their email or phone numbers
  • Address 
  • Work Time Preferences (if you allow Employees to set them)
  • Cannot Work times (if you allow Employees to set them) 
  • Positions Preferences (if you allow Employees to set them) 
  • Note: Employees cannot edit their name