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 meeting expenditure authorisation limit, and a move within the hierarchy tree structure.
- From the menu select Administration, Employee Administration
- Use the search function at the top of the hierarchy tree to find the employee name and click to select it
- Under the Action tab click Edit Employee
- 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. Do not overtype the employee name
- Ensure all mandatory information is completed
- Click the Update button to confirm the changes
