Adding, Editing and Deleting an Employee Record

 

After creating a plan, you have an option to manually input one employee at a time or upload your excel spreadsheet containing the employee data.

 

 

To manually add an employee record, click the  button from the Employee Directory page.  Complete the Employee information and click the  button to save the new employee record.

 

To edit an employee record, select the radio button next to the employee record and click the  button (or you can directly make changes from the Employee Directory page) then click the  button.

 

To delete an employee record, select the radio button next to the employee record then click the  button from the Employee Directory page.