Use the options on the
Actions menu on the
Employees form in the browser application to edit and manage
employee information.
| Field | Description |
|---|
| Edit
|
Click this option to open the
Employees form in edit mode for a saved
employee record. This allows you to edit any field on any of the tabs in the
Employee hub without having to hover over a field name and click
 .
|
| Copy
|
Click this option to copy the currently displayed
employee record to create a new
employee record. The information from the copied
employee record prefills in the fields for the new
employee record. Edit the prefilled fields as needed.
|
| Delete
|
Click this option to delete the currently displayed
employee record.
|
| Export
|
This option displays if you are in the List View. Select this option to export records to a .CSV file format. You have the option of selecting all records (the default) or a subset of records for export to the .CSV file. The export function is disabled if you are in Detail View.
|
| Design
|
Click this option to open Screen Designer and add custom tabs, grids, and fields to the
Employees hub. You can open Screen Designer only if your security role gives you access to it.
|
