This guide will take you through the different options My Effectory offers to update your employee data manually.
Starting point: You want to make changes to your existing employee data in My Effectory. Adding, removing, and updating employee data manually in the platform can be an easy way to make small changes without leaving the platform. If you wish to process a large number of employees instead, we recommend doing this by importing a new employee data file instead.
There are three ways to update your employee data in My Effectory manually:
- Adding employees manually
- Removing employees manually
- Updating employees manually
Note: Your employee data is continuously syncing with your projects. However, your changes will not apply to surveys that are either completed, currently running, or about to be launched within the next twelve hours.
Adding employees manually
- Navigate to the Employees tab.
- On the top right, click on + Add employee.
> A sidebar will appear. - Fill in the employee's details.
- Click Add employee.
Note: While all other fields are optional, you must enter a unique Employee ID for a new record to be valid.
Removing employees manually
- Navigate to the Employees tab.
- Search for the employee via the search bar on the top left.
- Select the employee you want to remove by ticking the respective checkbox on the left-hand side.
> A toolbar will appear at the bottom of the page. - Click on Delete employees.
- Confirm the deletion in the following pop-up window.
Note: You can delete more employees at once by ticking multiple checkboxes.
Updating employees manually
- Navigate to the Employees tab.
- Search for the employee via the search bar on the top left.
- Find the data field you want to update.
- Edit the data field's content manually.
> Your changes will be saved automatically.
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