How do I add an employee’s user details (i.e Name, Location, or Role)?
Step 1: Click on the "Manage Employees" tab in the far left navigation panel. From the drop down menu, select "Users"
Step 2: Select "Add" under your name in the upper Right-hand corner of the screen
Step 3: Add the details of the new employee:
First and Last name
Email
Unique Employee ID
Last 4 digits of Social Security Number
Date of Birth
Role
Location
This information will build a new User Card within the Solution.
How do I edit an employee’s user details (i.e Name, Location, or Role)?
Step 1: Click on the “Manage Employees” tab in the far-left navigation panel. From the drop-down menu, select "Users"
Step 2: Find the employee whose information needs to be edited.
This can be done manually or by using the search bar.
Step 3: Click on the pencil (edit) icon next to the employee's name. This will open a
pop-up form containing the employee’s details.
Step 4: From here, you can edit an employee's first name, last name,
work location, or adjust their role within the solution. Enter the new
information as desired and click the “Save” button to submit the changes
made.
All other updates must be done via the Roster File. If you update an employee by updating their user card, any future Roster File must match this updated information you've done via the user card. Any different information added by Roster will overwrite the changes made via the Users card.