How to Manage and Update an Employee's Profile

HOW TO MANAGE & UPDATE AN EMPLOYEE’S PROFILE

Managing your employee profiles is one of the most  important parts in managing your database. There are many updates that can be completed in bulk, such as updating a number of staff education groups, changing their supervisors, adding skills and inactivating profiles.

Additional updates/changes can be made in the individual profile.

To update an individual profile:

1. From the left hand menu CLICK on manage users.

2. Locate the employee name, and click the check box.
3. Click the pencil icon.

This will take you to the edit user page.

Edit User Page Details

The following information can be updated on the employee profile:

1. Employee Name
2. Employee email address
3. Reset the employee password (an email will automatically be sent to the employee with the details)
4. Change the employee password (does not send an email to the employee)

5. Update Custom Fields
6. Alert Fields
7. Supervisor(s)
8. Access Level

9. Education Groups
10. Orientation Status
11. Anniversary Date

If you are done with your updates, click submit.

If you would like to update the employee skills, click submit and continue.

Select the skills using the checkbox, and add the applicable information (ie competency, certificate, obtained date).

Click submit.