Employee Contacts

Use the Contacts tab in the Edit Employee popup to add, edit and delete contacts for an employee.

If an employee uses the same person for different contact types, you can share the contact information between the two uses.

You can also export a report listing the contacts displayed in the tab. Click to export the report to Excel or to export it to a PDF.

Add a contact

1. Select Manage Employees from the Human Resources menu, and that window opens.

2. Use the Search feature or a filter to display the employee you want to edit.

3. Click the Display Name link, or check the box for the employee, and click Edit. The Edit Employee popup opens.

4. If needed, close the collapsible sections to make it easier to see the tabs at the bottom of the popup.

5. Click on the Contacts tab.

6. Click Add, and the Add contact window opens.

7. Complete the fields as described. Self-explanatory fields are not described. A red asterisk indicates a required field.

   • Type: Select from Emergency, and Other 1, 2, or 3.
     The contact name & phone are included on the Employee Contact Information Report.

   • Comment: (Optional) Enter text in the Comment box.

   • Phone Ext, Fax, Email2 & Internet: Note: These fields are not included on the Employee Contact Information Report.

8. Click Save. You're returned to the Contacts tab with the new record displayed.

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Return to Manage Employees Overview

Edit a contact

1. Select Manage Employees from the Human Resources menu, and that window opens.

2. Use the Search feature or a filter to display the employee you want to edit.

3. Click the Display Name link, or check the box for the employee, and click Edit. The Edit Employee popup opens.

4. If needed, close the collapsible sections to make it easier to see the tabs at the bottom of the popup.

5. Click on the Contacts tab.

6. Click the contact Type link, or check the box, and click Edit. The Edit contact window opens.

7. Edit these fields as needed.

8. Click Save. The changes are displayed in the Contacts tab.

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Return to Manage Employees Overview

Delete a contact

1. Select Manage Employees from the Human Resources menu, and that window opens.

2. Use the Search feature or a filter to display the employee you want to edit.

3. Click the Display Name link, or check the box for the employee, and click Edit. The Edit Employee popup opens.

4. If needed, close the collapsible sections to make it easier to see the tabs at the bottom of the popup.

5. Click on the Contacts tab.

6. Check the box(es) for the contact(s) to be deleted, and click Delete. You're asked to confirm the action.

7. Click Yes. The records are deleted, and a message detailing the number of records deleted is displayed.

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Return to Manage Employees Overview