How to add a job role to an existing employee record
Please see below on how to set up a new job role for an existing employee record on your Every system.
Please note that you must have view and edit employee permissions enabled.
- Select Employees from the main menu on the left hand side
- Select Details
- Select All Employees
- Search for the employee in question
- Click into the employee record by either clicking on the first/surname or by clicking on the eye icon to the far right.
- Scroll down until you find the green plus icon below the tab Audit Trail.
- Click the green plus icon
After clicking on the green plus icon, a new pop up window will appear with the screen titled Add Job Information.
The following fields are mandatory and must be completed:
- Job Title
- Start Date
- Reports To
- Department
- Job Category
- Continuous Service Start Date
- Contract Agrement Type
Once completed, click on the Add Job Role at the bottom of the screen.
You can have multiple job roles within an employee record and to switch from one to another simply click on the drop down box below where the green plus icon is situated.