Changing or updating employee records

Once you have saved a record, you can change any field on the Employee Details screen except for the employee ID. To change the employee ID, create a new record with the new ID, then delete the old record.

To change or update an employee record

From the JAMIS Administration home page > Setup tab, under Master Files, click Employees. Or, from the top of any JAMIS Administration screen, click Master Files > Employees. The Employee Details screen appears.
In the Filters section, enter one or more search criteria for the employee record that you want to change. Your filter choices are: employee ID, last name, first name, employee type, org9, manager ID.

Hints: You can enter partial information in a filter field, such as 1 to retrieve all employee IDs that begin with 1, or %1 to retrieve all employee IDs that contain the number 1. You can leave all filter fields blank to retrieve all employees.
Click Retrieve to list employee records that match the criteria you entered. The results appear in the bottom section of the screen.
If needed, scroll to find the employee record that you want to change. JAMIS displays the records in ascending order by employee ID. You can sort the list differently by clicking the appropriate column heading once or twice.
Click Edit to the left of the employee that you want to change. JAMIS makes the fields that you can change editable.
Change data for the employee as needed.
If necessary, click the appropriate tab to make changes to e-timecard data, e-xpense data, or dates.

Hint: While editing an employee record, you can click Cancel to undo any changes that you’ve made to the record since the last time that you saved.
Click Save to commit your changes to the employee data.

If you set up e-timecard to create employee audit records, then the Create Employee Audit dialog box appears. Otherwise, skip to step 10.
Only the fields that you changed appear in this dialog box. For each, the system date defaults into the Effective Date field. Accept this default or enter a different date, then click OK. JAMIS saves your changes and creates an audit record.

Note: If you want to view changes made to any fields in the employee record, click History of Changes; the View Employee Audit dialog box appears. If you need to change the Effective Date for any changed field: click Edit to the left of the field; enter a new date; click Update to the right of the field; click OK.
Repeat the appropriate steps as needed to change data for additional employees.