To update an existing staff information record, complete the following steps:

IMPORTANT! The following instructions are meant to guide you through the process of updating the staff information record of an active staff member.  If it is necessary to terminate an employee, please use the instructions found by clicking here instead.

1. Click Administration from the left-hand menu, and then click Human Resources.  The Human Resources fly-out menu is displayed.
2. Click Staff Information.  The Staff Information Worker Selection page is displayed.

3. Click the Worker drop-down arrow and select the worker whose staff information record is to be updated.

  TIP: To narrow record selection to those employees in a specific payroll group, first click the Payroll Group drop-down arrow and select the appropriate group.  The default value is "All Workers."

  TIP: If the staff information record to be worked with are for a former employee, first click the Staff Archives checkbox.

  TIP: For information on entering a new staff information record rather than updating an existing one, click here. 

4. Click CONTINUE.  The Staff Information page is displayed.  By default, the first of the staff information tabs, "Demographics," is open on this page.  It is used to collect basic demographics information for the employee.

5. Click each of the available staff information tabs and make changes to the employee's staff information record by configuring the fields/options there as necessary.  Standard tabs include:

  Demographics

  Work Role

  Payroll

  Credentials

  File Cabinet

  TIP: For more information on the fields/options found on each of the staff information tabs, please see the Staff Information Fields/Options. 

Additional tabs may also be available representing employee-centric FormBuilder forms.  Those tabs should be updated at this time as necessary.

6. Click UPDATE to save the staff information record.  A read-only report version of the record is displayed on the Staff Information confirmation page.  Please keep in mind that all required fields must be filled in on all staff information tabs before you will be allowed to complete this step.

  TIP: To make additional changes to the staff information record at this time, click DATA ENTRY to return to the Staff Information page.

The process of updating a staff information record is now complete.

  https://demodb.footholdtechnology.com/help/?10449