Difference between revisions of "Customer Service:Staff Database changes"

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==Overview==
 
==Overview==
===Adding or deleting staff from the Database to update the phone lists===
+
===Adding staff to the Database to update the phone lists===
  +
====Where do I go in the uniPHARM system====
  +
'''CLICK ON'''
 
*Network Locations
 
*Employee Changes (\\Superserver) (M:) - ''If YOU DO NOT HAVE ACCESS TO THIS LOCATION PLEASE CONTACT THE IT DEPARTMENT''
 
*Employee Database
  +
*db1 (this will open Microsoft Access)
   
  +
====To Add a New Employee====
  +
'''CLICK ON'''
  +
*'''Staff Info'''
  +
*'''Add/Edit Employee/Contact'''
  +
*'''New Employee'''
  +
'''FILL OUT'''
  +
*'''First Name'''
  +
*'''Last name'''
  +
'''CHOOSE THE APPROPRIATE FROM THE DROP DOWN MENU'''
  +
*'''Department'''
  +
*'''Title''' *'''Manager'''
  +
*'''Business Unit Description'''
  +
*'''Position''' for example Employee, manager, Director or General Manager
  +
'''ENTER'''
  +
*'''Extension''' that the IT department has assigned (if applicable)
  +
*'''Fax''' (if applicable)
  +
*'''Primary Email'''
  +
'''CHECK'''
  +
*'''Active Employee'''
  +
*'''Buisness Card Holder'''
  +
*'''On Report'''
  +
*'''is this Internal Info'''
  +
If you have more staff to add Click on '''New Employee''' or if you want to end the entries click on the '''X''' on the data entry screen.
   
  +
'''CLICK ON'''
  +
*'''Exit to Main Switchboard'''
  +
*'''Exit''' (if you wish to exit the program)
  +
  +
====To Remove an Employee====
  +
'''CLICK ON'''
  +
*Staff Info
  +
*Add/Edit Employee/Contact
  +
*Enter the last name of the employee you need to remove in the '''Search Field'''
  +
'''UNCHECK'''
  +
*'''Active Employee'''
  +
*'''On Report'''
  +
If you have more staff to remove enter the next name in the '''Search Field''' and repeat the process or if you finished click on the '''X''' on the data entry screen.
  +
  +
'''CLICK ON'''
  +
*'''Exit to Main Switchboard'''
  +
*'''Exit''' (if you wish to exit the program)
   
*Click on Network Locations
 
*Click on Employee Changes (\\Superserver) (M:) - ''If YOU DO NOT HAVE ACCESS TO THIS LOCATION PLEASE CONTACT THE IT DEPARTMENT''
 
*Clink on Employee Database
 
   
   

Latest revision as of 12:20, 27 September 2017

Overview

Adding staff to the Database to update the phone lists

Where do I go in the uniPHARM system

CLICK ON

  • Network Locations
  • Employee Changes (\\Superserver) (M:) - If YOU DO NOT HAVE ACCESS TO THIS LOCATION PLEASE CONTACT THE IT DEPARTMENT
  • Employee Database
  • db1 (this will open Microsoft Access)

To Add a New Employee

CLICK ON

  • Staff Info
  • Add/Edit Employee/Contact
  • New Employee

FILL OUT

  • First Name
  • Last name

CHOOSE THE APPROPRIATE FROM THE DROP DOWN MENU

  • Department
  • Title *Manager
  • Business Unit Description
  • Position for example Employee, manager, Director or General Manager

ENTER

  • Extension that the IT department has assigned (if applicable)
  • Fax (if applicable)
  • Primary Email

CHECK

  • Active Employee
  • Buisness Card Holder
  • On Report
  • is this Internal Info

If you have more staff to add Click on New Employee or if you want to end the entries click on the X on the data entry screen.

CLICK ON

  • Exit to Main Switchboard
  • Exit (if you wish to exit the program)

To Remove an Employee

CLICK ON

  • Staff Info
  • Add/Edit Employee/Contact
  • Enter the last name of the employee you need to remove in the Search Field

UNCHECK

  • Active Employee
  • On Report

If you have more staff to remove enter the next name in the Search Field and repeat the process or if you finished click on the X on the data entry screen.

CLICK ON

  • Exit to Main Switchboard
  • Exit (if you wish to exit the program)