Maintaining Employee Details (SAP Library

Maintaining Employee Details

Prerequisites

You have created employee records in CRM Online and have downloaded the records to the mobile client.

Procedure

Select the employee for whom you want to modify the employee details using Employees ® Search.

On the Search tile, enter the search criteria, and choose Search. The employee records appear on the Employee List tile.
On the Employee List tile, choose the employee in the column at the far left.

On the navigation bar, choose Employees ® Details.

The Employees/Details tile set appears.

Choose the Employee tile and enter the required details:

Note

Fields such as Partner No., Title, Name, Gender, Marital Status, and so on contain values downloaded from CRM Online and are not editable. The editable fields are mentioned in the table below.

Field name	Description	Req./ Opt. / Dep.	User action and values	Comment
since	Number of years of marriage	Opt.	Choose the calendar icon and select a month and date.
First Language	First language of the partner	Dep.	By default, this field is set to the first language of the partner.
Second Language	Second language of the partner	Opt.	Choose a second language from the dropdown box.
Third language	Third language of the partner.	Opt.	Choose a third language from the dropdown box.
Fourth language	Fourth language of the partner	Opt.	Choose a fourth language from the dropdown box.
Employ. Date	Date of joining	Opt.	Choose the calendar icon and select a month and date.
Default Role	The default role of the partner.	Opt.	Choose a role from the dropdown box.
Characteristic 1	Educational qualifications	Opt.	Choose a characteristic from the dropdown box.
Characteristic 2	Additional educational qualifications, if applicable	Opt.	Choose a characteristic from the dropdown box.
Characteristic 3	Additional educational qualifications, if applicable	Opt.	Choose a characteristic from the dropdown box.
Logical Address	Address used in the identification number of a sales or service document created in the Mobile Sales System or the Mobile Service application	Req.	You can change the logical address for an employee.	Each employee can only have one logical address. You may change the logical address at any point of time. The sales or service document considers the latest logical address defined for an employee.
Calendar Template	Template for a calendar	Opt.	Choose the choice field and select a calendar template from the Calendar Header Template dialog box.	The calendar template displays the organization’s working and non-working days and hours.
Active	Flag for the partner	Optional	Choose the checkbox.	Indicates if the partner is active or not. For example, the partner might be temporarily transferred to another department.

This graphic is explained in the accompanying text

In CRM Online employees are maintained as "Partner" with the "Role" as "Employee".
The employee details that you enter on the mobile client do not get uploaded to CRM Online. It is only transferred to the consolidated database (CDB).