Editing an existing employee

Each employee has an Employee page where all their information is stored, and where you can amend 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. Open the relevant employee.


The Employee page opens at the Main tab.

2. Select Edit employee details under Employees on the Tasks bar.


The Amend Employee Name window opens.

3. Edit the information as required.

4. Click OK.

To change other employee details

1. Open the relevant employee.


The Employee page opens at the Main tab.

2. Select the tab containing the information you want to edit and make your changes.

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