Edit employee details

It may be necessary to change an employee’s details, e.g. following a promotion, or a name change.

Important: A change of employee type, e.g. from a KAM to an RBM may also require a change of authorisation limit, and a move within the hierarchy tree structure.

  1. From the menu select Administration, Employee Administration
  2. Use the search function at the top of the hierarchy tree to find the employee name and click to select it
  3. Click the Edit Employee action
    Edit employee
  4. Amend any of the employee details by clicking in any of the active fields and overtyping the current information or by selecting from the drop-down options
  5. Ensure all mandatory information is completed
  6. Click the Update button to confirm the changes