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Edit Employee#

🔒 Employee.Edit

Overview#

This operation is used to Edit a Employee.

Setup#

No specific setup is required other than to meet the preconditions of the operation.

Preconditions#

  • The Employee exists in the system and is active.
  • If an Area is defined, the Day Start Time and Starts At Previous Day of the Calendar of that Area must be the same as the one defined for the Employee Calendar.
  • If the User is already assigned to a Team or a Workgroup, the Employee Calendar cannot be changed.

Sequence of Steps#

The Edit Employee wizard can be called from the Employee page within the Business Data Group.

Step 1: General Data#

All non-system properties can be changed in this wizard.

The Name of the Employee cannot be altered.

Screenshot showing the Edit Employee page

  1. Select on General Data section to expand the section.
  2. Perform the desired edits.
  3. Select Save to apply the changes.

Screenshot showing the Edit Employee page with the General Data section expanded, displaying the available fields for editing.