Customer Service:Staff Database changes

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Revision as of 10:54, 27 September 2017 by Cherylc (talk | contribs)
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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
  • Choose the appropriate Title from the drop down menu
  • Choose the appropriate Manager from the drop down menu
  • Choose the appropriate Business Unit Description
  • Enter the Extension that the IT department has assigned (if applicable)
  • Enter the Fax (if applicable)
  • Choose the "Position" for example Employee, manager, Director or General Manager
  • Enter the Primary Email
  • Check Active Employee
  • Check Buisness Card Holder
  • Check On Report
  • Check 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