View the Employee Summary page

You can view a summary list of the employees set up in your system.

From this page, you can also import, export, create, terminate, and delete employees.

Procedure 

  1. Go to User Management. Under Employees, select Profiles.

  2. Between the left and right panels on the page (between the Employees and the Profile panels), click the right arrow >.

    The page refreshes to display the Employee Summary.

    The page lists each employee with profile details displayed in columns that show:

    • Name

    • First Name

    • Last Name

    • Middle Initial

    • Suffix

    • Birth Date

    • Start Date

    • End Date

    • Is Supervisor

    • Is Team Lead

    • Employee Number

    • Tax ID (SSN)

    • Wage Amount

    • Rank

    • Organization Name

    • Supervisor

    • Team Lead

    • Job Title

    If you have activated the organization-scoped user defined fields feature, then the page includes a column for the user-defined fields.

  3. Import, export, create, update, terminate, or delete an employee, as needed.

  4. To return to the original view, click the single left arrow < at the right edge of the summary page.

Create multiple employee profiles by importing a data file

Export employee information to a data file

Create an individual employee profile

Profile configuration settings

Delete an employee

Terminate an employee