To edit employee details in Movermate, there are two options available for managing employee data:
Option 1: Edit from the Employee List (Outside Table)
Option 2: Edit from the Employee Summary Page.
Let's break down both options:
Edit from the Employee List (Outside Table)
This option allows you to make quick edits to employee details directly from the employee list in the main resources section.
Steps:
Access the Employee List
Navigate to the Resources section in the sidebar and select Employees. This will open a table listing all employees.
Find the Employee
Use the search bar or scroll through the list to find the specific employee you want to edit.Click Edit icon
Click the Edit icon next to the employee’s name. A dropdown menu will appear with the following options:
Edit Employee Details – Update general information such as name, phone number, email, and department.
Edit Pricing Details – Modify pricing-related information like hourly rates, GST registration, and additional charges.
Edit User Type – Change user roles or permissions for CRM and Crew App access.
4. Update Information
A new form will open, allowing you to modify the fields. After making changes, click Save & Close to apply the updates.
Advantages:
Quick and easy: You can edit employee information in just a few clicks without having to navigate through multiple pages.
Access to multiple sections: You can quickly access and edit different areas such as basic employee info, pricing, or roles.
Efficient for bulk updates: If you need to update a few employees at once, this option is fast since it can be done directly from the employee list.
Edit from the Employee Summary Page (Detailed Edits)
This option provides a more detailed view of the employee’s information, allowing you to update all aspects of their profile.
Steps:
1. Select an Employee
From the Employees list, click on the employee’s name.
This will open the Employee Summary Page.
2. Navigate Between Sections
The summary page includes multiple tabs for managing different aspects of the employee's profile:
Pricing – Modify hourly rates, ABN/TFN details, GST registration, and extra charges.
Roster – Manage the employee’s shifts and availability.
Payroll – Update salary and payment-related details.
Documents – Upload or manage employee-related documents.
3. Edit Specific Details
To update general details (e.g., name, contact info, employment type, department), click Edit at the top of the page.
To update user access details (e.g., username, CRM role, Crew App role), click Edit User Access at the bottom left.
To modify pricing, roster, payroll, or documents, select the corresponding tab and click Edit.
4. Update and Save
After making the necessary changes, click Save or Save & Close to confirm and apply the updates.