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

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Line 10: Line 10:
 
====To Add a New Employee====
 
====To Add a New Employee====
 
'''CLICK ON'''
 
'''CLICK ON'''
*Staff Info
+
*'''Staff Info'''
*Add/Edit Employee/Contact
+
*'''Add/Edit Employee/Contact'''
*New Employee
+
*'''New Employee'''
 
'''FILL OUT'''
 
'''FILL OUT'''
 
*'''First Name'''
 
*'''First Name'''
Line 31: Line 31:
 
*'''is this Internal Info'''
 
*'''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.
 
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.
  +
 
====To Remove an Employee====
 
====To Remove an Employee====
 
'''CLICK ON'''
 
'''CLICK ON'''

Revision as of 11:36, 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.

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

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