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Each employee has an Employee page where all their information is stored and where you can edit the employee’s details.

You can change the employee’s name or code using the Amend Employee Name window. Other details are amended using appropriate tabs on the Employee page.

To edit an employee’s name/code
  1. Find and open the employee. See Finding and opening employee records. The Employee page opens on the Main tab by default.

  2. Click Edit employee details on the Tasks bar. The Amend Employee Name window opens.

  3. Overtype the information you want to change.

  4. Click OK. The Amend Employee Name window closes.

     is displayed if you enter a code that is already in use for another employee.

  5. Click OK to save and close the Employee page.

To change other employee details
  1. Find and open the employee. See Finding and opening employee records. The Employee page opens on the Main tab by default.

  2. Select the tab(s) containing the information you want to edit and make your changes within the tab.

  3. Click OK. The Employee page is saved and closed.