The objective of this tutorial is to help you understand how to edit details of your own profile or staff's profile i.e. customize personal & professional information.
Access from your: Computer
Applies to: Managers, Supervisors, Schedulers and Employees
Managers and supervisors can edit details for their own profile as well as your staff's profile whereas schedulers and employees can edit their profiles only.
Things to know before you begin:
- You must have a manager/admin, supervisor and scheduler access privileges to edit details of their staff’s profile.
- Schedulers can only edit profiles of their staff according to the position’s assigned under schedulers permission tab.
- Employees can only edit their profile if Managers have allowed them by enabling the setting.
- Managers and Supervisors have the same options under Edit Details whereas a scheduler has different options under Edit Details tab for their own profile and for their staff’s profile.
The scenario outlined in this tutorial consists of the following building blocks:
- Edit Details of Staff Profile
- Edit Details of Your Profile
Edit Details of Staff Profile
Step 1: Click ‘Staff’ module from the top-panel as shown in Image 1.
Step 2: Click on the name of the ‘Staff’ you want to edit the details for as shown in Image 2.
Step 3: Click ‘Edit Details’ tab to add or modify the information as shown in Image 3.
Note: Schedulers can only edit profiles of their staff according to the position’s assigned under schedulers permission tab.
For more information about assigning positions under schedulers permission tab, go to ‘Staff Profile - Scheduler Permission’
Edit Details of Your Profile
Step 1: Click on your name to go to your profile or click the arrow icon and Profile tab as shown in Image 4.
Step 2: Click ‘Edit Details’ tab to add or modify the information as shown in Image 5.
For more information about understanding the types of fields that will be visible according to different permission levels and description of 'Edit Details' fields, go to 'Description of 'Edit Details' Fields.'
If you have any further queries, please don't hesitate to reach us at firstname.lastname@example.org. Happy Scheduling!