The Personal Tab
The Personal tab holds basic employment details, and
can include a link to a photograph.
There are a number of mandatory fields on this
screen, which are marked with an asterisk.
Adding New Employees
-
Select the
Personal
tab.
-
Click
New.
-
Fill in the
Employee No.
field with the appropriate number. You can use the
button
on the left hand panel of the screen to find the highest used
employee number.
Note:
If you enter an employee number that has already been used,
you will receive an error message, and the record will not
be saved.
-
Tick the
Active
box to indicate the employee is a current user.
-
Complete the
Surname
and
Forename
fields. You are not able to save the record until
you have completed these fields.
-
Complete the rest of the fields with as much
information as you have. You can return to this screen to add in
further information when it is available.
Note: The employee’s
age will be automatically calculated from their date of
birth. You do not need to fill this in.
-
Click
Save.
If the record is saved successfully, you will receive an
information message in confirmation. The employee’s name and
number will appear in the list on the left hand side of the
screen.
You can now complete the
Contact tab for the new
employee.
