Employee Sections

The Employee Sections contains buttons to open various screens of information on the selected employee. The section options that are visible and accessible are determined by the permissions Role of the user.

Click on the appropriate Section button in the left pane. All applicable records for the open employee record are displayed in a list format.

To edit or view an existing record, click the card arrow to the right of the record to open it.
- Edits can be made to fields that are not read only.
- The List Selector icon to the right of a field opens a listing of valid values for a field from the related configuration screen.
- The Menu arrow to the right of a field opens a menu of valid options for a field.
To enter a new record, click on the Add button to open a configuration screen. Fields with an asterisk are required to be completed. When all data has been entered, click on the Save button to save the record.
To delete an open record, click on the Delete Selected button.

Note

If this record has been assigned to one or more other records (as a field value), an error message is displayed and the record cannot be deleted.

WARNING!

If any downloaded values in the employee screens are incorrect, they must be corrected at the source. For example, an employee's License information may be stored in a third-party Human Resources system. The value must be corrected there, or the incorrect value is re-entered at the next employee download. Some values, such as Schedule Preferences, are stored only in the system and can be updated in these screens.

Note

The Actions and Sections options that are available in the employee records are determined by the authorization roles of the user. Explanations for all options are included in this documentation, but some options may not be available to the current user.