Customer Service:Staff Database changes
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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