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Employees ​

This article covers: the window on this screen.

Before you start ​

  • Access. Changing records here needs permissions of this area (Employee.Create, Employee.Update, Employee.Delete, Employee.Import, Employee.Transfer, Employee.Terminate...). Roles that include them: HR Administrator, HR Manager, HR Executive. Ask your administrator if you do not have one of these roles.
  • These lists must already have entries, because the window picks from them: employees (add one).

Steps ​

  1. Open Core HR > Employee Directory.

  2. Select the record, or the button that adds a new one.

  3. In the window Change Manager fill in the fields below.

    The window
FieldWhat it means and what to enter
ManagerThe person in charge. Start typing a name or code and pick a match.
  1. Select Apply.

The window closes and the table shows the result.

If something does not work ​

  • The button "the button" is missing. You do not have the permission, or the page is not in your menu. See Access above.
  • A list in the window is empty. The records it picks from do not exist yet. Add them first: Employees.
  • The window will not close or shows a message. Read the message: it names the field that is missing or not allowed.