You can update employee records, enable or disable users and employees, generate employee job links, reassign jobs, delete employees from this screen.
- To open the Employee Utilities
- To update records
- To perform the housekeeping task
- To enable or disable users and employees
- To reassign jobs to employees
- To delete employees by importing an Excel file
- To delete bulk employees at a time
- To create and share employee links
- To create a guest account
- Related articles
To open the Employee Utilities
1. Navigate to the Employee Administration tab.
2. Select the employees on which you wish to perform the operations.
3. On the More menu, click Utilities.
This displays the Employee Utilities screen:
4. Click the following:
- Selected Employees – To perform operations on the selected employees from the gird
- All Employees – To perform operations on all employees in the system
The operations performed in this screen do not apply to the administrators.
To update records
1. In the Employee Utilities screen, click the Update Records tab.
To update direct/indirect reportees
1. Click Update Direct/Indirect in the Update Records tab.
This displays the following message:
2. Click Ok.
To update the employee count per job
1. Click Update Num EEs per Job in the Update Records tab.
This displays the following message:
2. Click Yes.
This begins the process and displays the following message:
Aftter completion, the following message is displayed:
3. Click Ok.
To update the reporting chain
1. Click Update Reporting Chain in the Update Records tab.
This displays the following message:
2. Click Yes.
This begins the process and displays the following message:
After completion, it displays the following message:
3. Click Ok.
To perform the housekeeping task
You can delete duplicate impersonations and update the user-defined values in the system.
1. In the Update Records tab, select the Delete Duplicate Impersonations check box.
2. Click Update UDF Values.
This begins the housekeeping process and displays the following message after completion:
3. Click Ok.
To enable or disable users and employees
1. Click the Mass Change/Delete tab.
2. Select the following check boxes:
- Process Employees – To enable or disable employees
- Process Users – To enable or disable users
3. Click Disable to disable the selected employees.
This disables the users from login into the system.
4. Click Enable to enable the selected employees.
This enables the users to logon into the system.
To reassign jobs to employees
You can reassign jobs for employees.
1. Click Select Job under the Reassign Employees section.
This displays the Select Job screen:
2. Use the search and filter options to search jobs.
3. Select a job from the list and click Select and Close.
This displays the following message:
This will assign this job title to all selected employees.
4. Click Yes to confirm.
This assigns the job title to all selected employees.
To delete employees by importing an Excel file
You can delete multiple employee records at a time by importing an Excel file.
1. Click Delete By Import under the Delete section.
This displays the Bulk Employee Removal screen:
2. Click Upload.
Employee records are deleted based on the employee Ids in the Excel file. The Excel file should have one column with a heading as “Employee ID.” The first row can be used for the column headings. You can also upload a ZIP file containing the Excel file.
This displays the following dialog box:
3. Click Add.
4. Click Choose File.
5. Click Ok.
This populates the details in the screen as follows:
You can change the column bindings from the lists, if required.
6. Select the Delete User Records check box.
7. Click Delete Employees.
This deletes the user records and displays the following message:
8. Click Close to close the screen.
9. Click Close.
To delete bulk employees at a time
You can delete multiple employee records at a time.
1. Select the Delete User Records check box.
2. Click Delete Selected Employees.
This displays the following screen:
This will delete the selected employee and user records.
3. Click Yes to permanently delete the selected employees.
These records are deleted and cannot be retrieved.
To create and share employee links
You can create and share links to employees’ jobs.
1. Click the Create Shares tab.
This displays the following screen:
2. Click Create Share Links.
This displays the following screen:
3. Select the employees for which you wish to create the share links.
3. Click Create Share Links and Send Emails.
This displays the following message:
4. Click Yes to confirm.
5. Click Ok.
This creates links to your jobs to share with external users and send them in your email address.
To create a guest account
A guest account is created to access jobs from external links with limited access where there are no user records.
1. Click the Create Shares tab.
2. Click Create/Edit Guest Account.
This displays the following screen:
3. Enter the necessary details and click Save and Close.
For further information on this screen, refer to the articles in, “Adding an Employee" section.
This account provides the basic permissions to access the job portal (or preview) from external links.
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