Use the Addresses tab in the Edit Employee popup to add, edit and delete address records for an employee.
If an employee uses the same address for different address types, you can share the address between the two uses.
You can also export a report listing the addresses displayed in the tab. Click to export the report to Excel or to export it to a PDF.
Select Manage Employees from the Human Resources menu, and that window opens.
Use the Search feature or a filter to display the employee you want to edit.
Click the Display Name link, or check the box for the employee, and click Edit. The Edit Employee popup opens.
If needed, close the collapsible sections to make it easier to see the tabs at the bottom of the popup.
Click on the Addresses tab.
Click Add, and the Add Address popup opens.
Complete the fields as described. Self-explanatory fields are not described. A red asterisk indicates a required field.
Type: Select from Business, Home,
and Other 1, 2, or 3.
The Business address can
appear on the Employee Contact Information Report.
The Home address appears
on any warrants created for an employee out of Accounts Payable
and can appear on employee paychecks as specified.
The Other addresses will
appear on reports but are not available for printing on any AptaFund
forms.
Description: (Optional) Enter text in the Description box.
Address 1 & Address 2: Use Address 2 for extra address information like suite # or apartment #. If the employee has both PO box and street address, create two separate address records instead of using Address 2 for the PO box. When there are two separate records, both addresses will be available for use.
City, State, Zip, County, Country: State is required for the Home address. If it's missing, the home address won't print on W-2s or reports.
Voice Phone #, Mobile Phone #, Email: These fields are included on the Employee Information and Employee Contact Information reports.
District of Residence: Colorado customers select from the pull-down list.
Click Save. You're returned to the Addresses tab with the new record displayed.
Return to Manage Employees Overview
Select Manage Employees from the Human Resources menu, and that window opens.
Use the Search feature or a filter to display the employee you want to edit.
Click the Display Name link, or check the box for the employee, and click Edit. The Edit Employee popup opens.
If needed, close the collapsible sections to make it easier to see the tabs at the bottom of the popup.
Click on the Addresses tab.
Click the address Type link, or check the box, and click Edit. The Edit Address popup opens.
Edit these fields as needed.
Click Save. The changes are displayed in the Addresses tab.
Return to Manage Employees Overview
Select Manage Employees from the Human Resources menu, and that window opens.
Use the Search feature or a filter to display the employee you want to edit.
Click the Display Name link, or check the box for the employee, and click Edit. The Edit Employee popup opens.
If needed, close the collapsible sections to make it easier to see the tabs at the bottom of the popup.
Click on the Addresses tab.
Check the box(es) for the address(es) to be deleted, and click Delete. You're asked to confirm the action.
Click Yes. The records are deleted, and a message detailing the number of records deleted is displayed.
Return to Manage Employees Overview