Editing Personnel
Updated
by
Cheryl Wallace
The most common reasons to edit a personnel record is to add contact information, such as an email address, add a Termination Date, add a supervisor, or to make the employee inactive. Deactivating the personnel record by removing the Active flag prevents the personnel from returning or checking out inventory. To issue to inactive personnel, they must first be made active again by adding the Active flag.
- Look up a personnel record to edit under Personnel > Personnel.
- Make the necessary changes to the personnel information.
- Click
to save the changed personnel record.
Watch this video for an overview of managing personnel, references, tips, and best practices.
See also:
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