HOW DO I EDIT AN EXISTING HR USER?

Manage HR Accounts

To make changes and manage an existing HR user account in the system, follow these steps:

Step 1: Access the Administrator Dashboard

• Begin by accessing the Administrator dashboard, which serves as the central control panel for managing various aspects of the system.

Step 2: Locate the User’s Account

• Navigate to the list of HR Admins or HR Staff, depending on the applicable group to which the user belongs. There are two ways to find the applicable account:

  1. On the Administrator dashboard, scroll or use the Quick Lookup box in the HR Administrator or HR Staff panels. Hover over the user’s information and click the “Edit” button.

  2. On the Administrator dashboard, locate the Staff menu at the top of the page and click on it. In the dropdown list, select HR Accounts. On the Active HR Accounts tab, locate the user’s information, select the “Take Action” dropdown button, and click Edit.

Step 3: Edit User Information

  • Upon clicking "Edit," you'll be directed to a page displaying the basic information linked to the user's account.

  • Review the information presented, and make the necessary changes. Here are some examples of information you might need to edit:

    • Email Address: If the user's email address has changed or needs to be updated (e.g., from a personal email to a work email), you can modify it here.

    • Name: Correct any misspellings or update with changes to the user’s first or last name.

Step 4: Save Changes

  • Once you've made the required changes, review the updates to ensure accuracy.

  • When you're satisfied, click the "Update!" button. This action will save all the modifications you've made.

Step 5: Confirm Updates

  • A confirmation message will appear stating, ‘The account for [user’s name] has been updated’.

Step 6: Review and Follow-up

  • Double-check the user's information after the update to ensure accuracy.

  • Communicate the changes to the user.