Selecting an employee file for editing
Select “Edit Employee File” from the left pane.
The “Select Employee File for Editing” page appears.
The system displays the following details at the top right of the page.
Date Format |
The date that is applicable to the login user. More Details |
Specify the following details.
Employee Code Setup Unit
|
The organization unit in which employee code parameters are defined for the login organization unit. |
Select the employee record, either through the “Direct Entry” group box or through the “Search Criteria” group box.
Use this method if you know the complete employee code of the required employee.
Enter the complete code of the employee file you want to edit, in the “Employee Code” field.
Select the “Edit Employee File” hyperlink beside.
The “Edit Employee File” page appears. All details of the selected record are displayed.
To edit the employee file, refer to the topic “Editing Employee File”.
Use this method if you know only a few characters of the employee code. In the search option, you can specify search criteria, with or without wild cards, for a range of employee details. The system fetches the employee records that match the combination of search criteria specified.
For example, if you specify search parameters for the name and code of the employee, the system fetches the records that match these criteria. If in addition, you specify the dates to indicate the probable period during which the employee joined the organization, you can narrow your search to the closest matching records. To further simplify the search, you can search among records with a specific employee type. To increase the probability of finding the closest matching records, specify values for as many details as possible.
Enter the following search criteria values, in some or all of the following fields.
Employee Code |
The unique code of the employee. To view all the employee codes containing specific characters, type in the starting character or characters of these employee codes. |
|
Alternatively, type in these characters in any combination with wild cards. Example: ECC1*, will search for those employee codes that start with ECC1. Other examples are *ECC1 and EC*C1. |
Employee Name |
The name of the employee. To view all the employee names containing specific characters type in the starting character or characters of these employee names. |
|
Alternatively, type in these characters in any combination with wild cards. Example. To get Jonathan, type in JO*, to search for those employee names that start with JO. Other examples are *NATHAN, JO*AN, and JONATH*. |
Date of Joining From |
The date on or after which the employee joined the organization. Example: If you enter 09/16/01, the system fetches the records of employees who joined after this date. |
Date of Joining To |
The date before which the employee joined the organization. Example: If you enter 11/11/01, the system fetches the records of employees who joined before this date. |
Note: If you enter both the “Date of Joining From” and “Date of Joining To” details, the system fetches the record from the records of employees who joined during this period.
Employee Type |
The type of the employee’s job, for example, Regular, Contract, Trainee, Consultant or Volunteer. The system lists in the drop-down list box the employee type values, applicable to the selected Employee Code Setup Unit. From the drop-down list box, select the required value. By default, the system displays a blank value. |
Select the “Search” pushbutton.
Note:
If only one search criteria value is entered, the system will fetch the
records that satisfy this value.
If more than one search criteria value is entered, the system
will fetch the records satisfying all the specified values.
If you do not enter any value in the search criteria group
box and select the “Search” pushbutton, the system will fetch all the
records that are available for the selected employee code setup unit.
The system displays the following details in the multiline, for the employee records that satisfy the search criteria specified.
Employee Type |
The type of the employee’s job, for example, Regular, Contract, Trainee, Consultant or Volunteer. |
Employee Code |
The unique code of the employee. |
Employee Name |
The name of the employee. |
Date of joining |
The date on which the employee joined the organization. |
Select the “Edit Employee File” hyperlink to go to “Edit Employee File” page, which you can use to edit the details.
6 Hyperlinked topics below
Use this page to select an employee file for editing.
Select through Search Criteria
Who can edit an employee file?
Any user, who has authorization to perform this activity, can edit an employee file. If the permission to edit the employee file before employment details are entered is restricted to the user who created the employee file in the process parameters, then the login user must be the same as the user who created the employee file.