Edit an Employee
There may be certain situations where you may need to edit an Employee. For example, the Employee name has been updated, add a Training to the Employee Training Plan, or the Employee must be placed into a different folder.
Below are the steps that must be carried out in order to Edit an Employee. Expand each step below for further explanation.
To edit an Employee in Safefood 360°, navigate to Employee in Master Data using the 'Master Data>Employees' buttons and click the 'Employees' tab. Within the 'Employees' tab, click on the name of the Employee you wish to edit. The Employee name will be in blue text, which indicates a link.
Image: Navigating to Employees via 'Master Data>Employees', Clicking 'Employees' Tab
Image: Clicking Employee Name
Within the Employee page, click the 'Actions>Edit' button to access the Employee page to edit the Employee.
Image: Employee Overview Page with 'Actions>Edit' Buttons
Once you have accessed the Employee page under the 'Edit' function, you can make changes to any fields.
Note: For further explanation on each of the fields of the Employee, see here.
Image: Employee Page Ready for Edits
After completing the changes to the Employee, scroll to the bottom of the Employee page and click the 'Save' button to save the changes.
Note: It's very important to click the 'Save' button, otherwise the changes will not be made.
Image: 'Save' Button
You will be prompted with a 'Reason for Change' screen, where you will need to detail the reason why you have made a change to the Employee page before confirming and saving the changes.
Once you have confirmed the edits using the 'Confirm' button, the system will take you back to the Employee overview page.
If you do not wish to make edits, click the 'Cancel' button to be brought out of the Employee page.
Image: 'Reason for Change' Pop-Up Screen after 'Save' Button Clicked
Image: Detail Reason for Change and Click 'Confirm' Button
Image: Employee Overview Page after Edits Saved
Edits made to an Employee will be recorded in the Audit Log. The Audit Log can be accessed via the 'Actions>Audit Log' buttons.
Image: Navigating to Audit Log Via 'Actions>Audit Log' Button
Image: Audit Log Recording Edits
