Employee management > Employees > View employee personal details

View employee personal details

To display an employee’s personal details:

1. Click the Employees button on the Administration Overview diagram (Employee view).

   The Employee Administration screen appears.

2. Click Search at the top-right of the screen.

   The Employee Search window appears.

3. Use the search criteria defined in the Search for employee procedure to narrow the search for the employee you want.

   The Employee Administration screen re-appears, displaying the search results table.

4. Click to the right of the employee.

   The Personal Details Report window appears.

   Note: The personal information relating to the employee, such as the employee ID, phone number and email address, is loaded from the HR interface into Spend Dynamics. To change this information, you need to upload an up-to-date human resources (HR) interface file to the Vault and then load this data via Refresh interfaces.

5. If the Employees button appears, click it to view a list of all the employees this person manages.
6. Click Management Codes to display a list of all the finance codes this person manages.
7. Click Default Codes to display the default charge codes currently assigned to the employee.
8. If Access Rights appears, click it to view the access rights you can grant to the employee.
9. If available, click Mobile Devices to display a list of the user's devices registered for the expense mobile app. From this list, you can remove the registration and the PIN login on the device.
10. Click Charge Groups or Charge Codes to display a list of all the charge groups the employee is currently a member of and the charge codes associated with those groups.
11. Click Report Groups or Reports to display a list of all the report groups the employee is currently a member of and the reports associated with those groups.
12. Click Approval Roles or Approval Rules to display a list of all the approval roles currently assigned to the employee and the approval rules associated with those roles.
13. Click Rate Groups to display a list of all the rate groups the employee is currently a member of.