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How to edit an employee's details

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Every employee has an Employee Details page where all their information is stored. You use the Employee Details page to amend an employee's details.

  1. On the main toolbar, click the Employees button File:dirname/central/060_Employees/100_How+to.../030_How+to+edit+an+employee's+details/bttn_employees.gif.
    The Find Employees page is displayed.

  2. In the Search for field, type in the name (or part of the name) of the record you want to search for.

  3. Click OK or press the [Enter] key.
    The results that match your search criteria are listed in the window.

  4. Double–click the employee record you want to open.
    The Employee Details page appears.

  5. To change the Employee Name or Employee Code from this page:

  1. Double–click the field you want to change.
    The Amend Employee Name window appears.


  2. Overtype the information you want to change.

  3. Click OK.
    A warning icon File:dirname/central/060_Employees/100_How+to.../030_How+to+edit+an+employee's+details/icon_warning.gif is displayed if you enter a code that is already in use by another employee.

  1. To change other information:

  1. Select the tab containing the information you want to amend and make your changes.

  2. Repeat Step 5 as necessary.

  1. Click OK to save and close the Employee Details page.

Related Topics

About Employees

How to find an employee record

The Find Window

How to create a new employee

How to delete an employee


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