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Managing EmployeesLocate this document in the navigation structure

Prerequisites

You are logged in with an account of type Department Manager .

For more information, see Application Users and User Groups .

Procedure

To manage employees, choose Manage Employees in the main application menu.

Creating New Employees

  1. Choose New .

  2. If necessary, scroll down the page.

  3. Fill in the required data:

    • E-Mail

    • Currency

    • Salutation

    • Last Name

    • Logon Name

    • First Name

    • Salary

  4. Choose the Save pushbutton.

Modifying Employee Details

  1. For the corresponding employee, choose the Edit pushbutton.

    The employee details appear in the Details area.

  2. Change the employee details as required.

  3. If necessary, change additional employee details as described in the table below.

    Task

    Steps

    Adding projects that are led by this employee

    1. Choose Add Projects Led by Employee .

      The projects list appears.

    2. For the particular project that you want to be led by this employee, choose Add .

      Add as many projects as necessary.

    Adding the employee as a participant in projects

    1. Choose Assign Project .

      The projects list appears.

    2. For the particular project that you want this employee to be assigned to, choose Add .

      Add as many projects as necessary.

    Adding skills to the employee

    1. Choose Add Skills .

      The skills list appears.

    2. For the particular skill that you want to add to the employee, choose Add .

      Add as many skills as necessary.

  4. To save your changes, choose the Save pushbutton.