Employee management > Employees > Change employee personal details

Change employee personal details

If your organisation has enabled certain implementation options, general users will not be able to change their own employee details on the system. As an administrator, you will be able to change theirs as well as your own. In this scenario, an employee would request an administrator to update their employee details as they will not have rights to do it themselves.

To change another 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.

   Their Personal Details Report window appears.

5. Click the Edit. link at the bottom of the Personal Details section of the screen.

   The Modify Personal Details dialogue box appears.

6. Make any necessary changes, and if prompted, enter your authentication details.
7. Click Save.

Note: If your organization has enabled other certain implementation options, you will also be able to set or change the extended properties and manager details of other employees. You may even be able to delete a manager assignment. This will be evident if the icon displays beside any managers listed in the Manager Details section of the employee's Personal Settings screen.
If an employee's manager is changed, and the manager is also set up as the employee's approver, the system recalculates transactions based on this change for the past 6 months, rather than for all transactions in the system.