Maintaining Employee Demographics User Guide

Contents

1 Add Employee

2 Edit Personnel Information

3 Personnel Tab

4 Edit Employee Demographic Data

5 Delete Employee Record

4 Editing Employee Demographic Data | Maintain Address History |

  1. On the Profile Master screen, select the employee for whom you wish to edit the demographic data other than that which can be edited from the Prsnnel tab (see the Prsnnel Tab section of this document). See the Search Tab (Profile) User Guide for details on selecting an employee.

  2. Click the Edit button that is in the menu bar at the top of the Profile Master screen.

  3. The Name Maintenance screen opens (see the Entering the Employee’s Name section of this document for details on using the Name Maintenance screen).

NOTE: You can change any data value on the Name Maintenance screen except the Status.

NOTE:  In the edit mode, the Address Hist(ory) button on the Name Maintenance screen is sensitized. If you click the Address Hist(ory) button, the Address History Browse screen opens displaying a list of the address at which that the selected employee has lived and the dates on which he or she moved into and out of the addresses. See the Maintaining Address History section of this document for details on using the Address History Browse screen.

  1. Make the desired changes and click the OK button to save the changes and return to the Profile Master screen.

Maintaining Address History

When you edit employee demographic data on the Name Maintenance screen, the Address Hist(ory) button is sensitized.

  1. Click the Address Hist(ory) button. The Address History Browse screen opens.

The Address History Browse screen displays a list of the address at which that the selected employee has lived and the dates on which he or she moved into and out of the addresses.

Adding an Address History Record

  1. Click the Add button on the Address History Browse screen. The Address History Maintenance screen opens.

  2. Click in the Address field or click the Lookup button. The Address Selection List screen opens.

  3. Either select an existing address or add an address.

See the Address Selection List and Address Maintenance Screens User Guide for details on looking up and selecting an existing address or adding a new address. When you return to the Address History Browse screen, the selected address information populates the address fields.

  1. Enter the Move In Date.

  2. Enter the Move Out Date, as appropriate.

  3. Click the OK button to return to the Address History Browse screen. The new address history record is displayed in the Address History table.

  4. Click the Close button to return to the Name Maintenance screen.

Editing an Address History Record

  1. Click the Address Hist(ory) button on the Name Maintenance screen. The Address History Browse screen opens.

  2. Click the address history record you wish to edit in the Address History table to highlight it and click the Edit button. The Address History Maintenance screen opens.

  3. You cannot change the address. To change the address, you must delete the address history record (see the Deleting an Address History Record section of this document) and add a new one.

  4. Change the Move In Date and/or Move Out Date, as appropriate.

  5. Click the OK button to save the changes and to return to the Address History Browse screen.

  6. Click the Close button to return to the Name Maintenance screen.

Deleting an Address History Record

  1. Click the Address Hist(ory) button on the Name Maintenance screen. The Address History Browse screen opens.

  2. Click the address history record you wish to delete in the Address History table on the Address History Browse screen to highlight it and click the Delete button. A Delete Confirmation screen opens asking if you are sure you want to delete the address history record.

  3. Click the Yes button to delete the record.

  4. Click the Close button to return to the Name Maintenance screen.

Version: 01.04.07.0 - 010230

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