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How do I edit the Employee ID?

Andrew -

Some customers use the Employee ID field in PeopleMatter, and this field is often used in an integration to a payroll system.  Editing this field can have implications, so only certain users can edit the Employee ID field by default. 

Who can edit the Employee ID?

  • Primary Admins
  • Financial Admins
  • For other roles, by default, the Employee ID field is view-only.
    • There is a setting that does allow additional roles to edit the Employee ID.  This setting needs to be turned on by a member of the PeopleMatter Support Team at the request of your organization's administrator.
    • If this setting is turned on, all of the following roles would be able to edit the Employee ID:
      • Business Admin
      • Human Resources Manager
      • Business Unit Admin
      • Custom Store Manager

 

To edit the Employee ID field:

  • Click WorkSpaces.
  • Under your organization's name, click Administrator.
  • The Administrator WorkSpace or HOME tab will appear.  Click Team Members
  • Team Members will display.  Click on the Team Member's Name to view their record in detail.  
  • On the Work Info tab, click Edit next to Employee ID field.  
  • Make necessary changes.  Click Save

 

If you do not have access to edit the Employee ID, it will appear as view-only:

 

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