When you initiate tasks or access individual pages and find an employee, the first page that opens provides an overview of the multiple records available for the employee you selected. For example, the Previous Employer page provides a list of the employee's previous employers.
Use this list to browse through all your records and find the record you want to see more detail. You can add or update information directly to this list. In addition, you can delete an existing record from this list.
Changing Records
You can add or update information for a specific record. Click to open a blank page where you can create a new record.
Use the drop-down lists or enter information in the appropriate fields. Click to save the new record and close the page, or click to save the new record without closing the page.
To edit an existing record, click the + button next to the record or highlight the record and click More.... The page opens and shows the information for the selected record. Change the information as necessary. Click to save your changes and close the page, or click to save your changes without closing the page.
Highlight the record you want to delete and click the Delete button. Sage HRMS asks you to confirm the deletion. Click to complete the deletion or click to cancel the deletion.
The pages that display when you edit a record contain Previous and Next buttons. These buttons enable you to continue editing the employee's records without having to return to the initial page to select a record.
Click the Previous and Next buttons to scroll through records in a fixed order depending on the type of records you are browsing. For example, the Job History page shows the most recent to the least recent record; the Dependents and Beneficiaries page lists records alphabetically by relationship.