If you need to correct information that was entered incorrectly certain fields can be updated via the employee report. The following fields can be updated:
- First Name
- Middle Name
- Last Name
- Safety Briefing Date
- Client Number
- Drug Test
- Background Check
- Is New Hire
- Foreman's Name
If a beacon or someone's company was entered in incorrectly please contact us at email@example.com and we can help make the update for you.
Updating those fields is done in the employee report. To get there navigate to the Report section in the main top level navigation.
Then in the sub menu head over to the Employee Report.
In order to update a field it first has to be visible in the data grid. If the column you want isn't visible use the column chooser button to open up the column chooser dialog and add in your desired column.
After you have selected the desired columns those columns will now appear in the table. Sometimes when adding or removing columns to the table can columns can get squished. If that happens please see our article on How to reset columns on the advanced data grids.
Now you can make your desired change. In this example we are going to update that Tommy Tutone had a background check. Simply click the background field in the table and select either Yes or No.
Fields that have a limited number of options will be displayed in a dropdown while open ended fields like name will be a text box. Once the changes have been made the field will be highlighted in green as well as the save and revert buttons will be enabled in the button bar.
To save the changes click the Save icon. To revert your changes click the Revert icon.
You can update multiple tradespeople's information at the same time. Clicking save will then save information for anyone who had an update.