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Keeping employee records up to date is essential for maintaining accurate information and ensuring smooth HR operations. In HRSimplified, you can easily update employee details such as job title, department, and contact information. This guide walks you through the process.
Steps to Update Employee Records #
1. Navigate to All Employees #
- Start by going to HR Administration from the left-side menu.
- Select All Employees to access the employee list.
2. Select the Employee to Update #
- Find the employee whose record you need to update by either scrolling through the list or using the search function.
- Click on the Action button next to their name and select Edit Employee.
3. Edit Employee Details #
- Once inside the employee’s profile, you can update various details, including:
- Job Title
- Department
- Contact Information (e.g., email, phone, address)
- Work Status (e.g., full-time, part-time, contractor)
- Navigate through the different tabs to update additional fields such as employment history, leave balances, or document uploads.
4. Save Changes #
- After making the necessary changes, click Save to update the employee’s profile in the system.
Optional: Update Employee Access or Role #
- If needed, update the employee’s access level or role to ensure they have the correct permissions within the system.
- Roles such as Admin, Manager, or Employee dictate what features and data the user can access.
Important Notes: #
- Auditing Changes: Every change made to an employee’s record is tracked in HRSimplified for auditing purposes. You can review a full history of any modifications made to employee data.
- User Access: If access or roles are updated, these changes take effect immediately, granting or limiting the employee’s permissions within the system accordingly.
- Avoiding Errors: Ensure all fields are reviewed carefully before saving to avoid data inconsistencies, especially for key details like job titles or contact information, which may affect system access and internal communications.
Conclusion #
Updating employee records in HRSimplified is a simple process that helps keep your workforce data accurate. Whether you’re modifying contact details or adjusting roles, the platform ensures all changes are logged for compliance and audit purposes.