Human Resources People Management

PART 2 EMPLOYEE MAINTENANCE

Modifying or deleting an employee record............................................................................

Use the Employee Maintenance window to modify or delete an employee

record. You can modify an employee record to reflect changes such as a

department or address. You also can delete an employee record if you’re

not planning to use it in the future.

If summary information exists for an employee, such as monthly, quarterly or

yearly information, you can’t delete the employee record. You can only delete the

record after you’ve cleared financial information at the end of the year. For more

information about removing history information, refer to Chapter 16, “Removing

records,” in the Payroll manual.

To modify or delete an employee record:

1. Open the Employee Maintenance window.
   (Cards >> Human Resources >> Employee >> Employee)


2. Enter or select an employee ID.


3. Make the changes by highlighting the fields you want to change, enter
   new information and choose Save.


4. To delete an employee record, choose Delete.

To save an employee record to access at a later date, archive the employee record

rather than deleting it. For more information, refer to Archiving an employee

record on page 271.

Changing an employee’s position

Use the Employee Maintenance window to change an employee’s position.

After you save an employee’s position changes to history, you can view the

employee’s position history in the Position History window.