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

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*'''First Name'''
 
*'''First Name'''
 
*'''Last name'''
 
*'''Last name'''
*Choose the appropriate '''Department''' from the drop down menu
+
'''Choose the appropriate'''
*Choose the appropriate '''Title''' from the drop down menu
+
*'''Department''' from the drop down menu
*Choose the appropriate '''Manager''' from the drop down menu
+
*'''Title''' from the drop down menu
  +
*'''Manager''' from the drop down menu
*Choose the appropriate '''Business Unit Description'''
+
*'''Business Unit Description'''
*Enter the '''Extension''' that the IT department has assigned (if applicable)
 
 
"Position" for example Employee, manager, Director or General Manager
*Enter the '''Fax''' (if applicable)
 
  +
'''Enter'''
*Choose the "Position" for example Employee, manager, Director or General Manager
 
 
*'''Extension''' that the IT department has assigned (if applicable)
*Enter the '''Primary Email'''
 
 
*'''Fax''' (if applicable)
*Check '''Active Employee'''
 
*Check '''Buisness Card Holder'''
+
*'''Primary Email'''
*Check '''On Report'''
+
'''Check'''
*Check '''is this Internal Info'''
+
*'''Active Employee'''
  +
*'''Buisness Card Holder'''
  +
*'''On Report'''
  +
*'''is this Internal Info'''
 
===To Remove An Employee===
 
===To Remove An Employee===
 
'''CLICK ON'''
 
'''CLICK ON'''

Revision as of 11:01, 27 September 2017

Overview

Adding or deleting staff from the Database to update the phone lists

Where do I go

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

  • Department from the drop down menu
  • Title from the drop down menu
  • Manager from the drop down menu
  • 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

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
  • Uncheck On Report