The Actions Screen shows all past and pending administrative actions for each employee. It provides a concise view of changes affecting employment status. These changes may include being a new hire, having a pay raise or adjustment, receiving a promotion, having a contract renewed, or being terminated. This screen also provides a place for notes, a box to check if the action is complete, and places to record starting and ending dates. If users have certain privileges, you can add, remove, and edit any action on the Actions screen.




Adding a new Action

  • If users have edit privileges, To add a new Action, click on the  
  • In the utility window choose an appropriate “Action Type” by pressing the down arrow and accessing the drop-down menu. Enter any notes, mark whether the action is complete, and indicate the Start and End Dates of the action. 
  • Except for the notes column, all fields must be completed to add the action to the system. 
  • When you are finished entering the data, press the Add button.


Editing and Deleting an Action

  • To edit an action, click anywhere on the action you want to update. The read-only view of the action will switch to a modifiable view.
  • Enter the new information as you would for a new record. When you have finished click the Save button to save your changes. 
  • To delete an action, simply press the [X] button next to the action you would like to delete. At the prompt, “Are you sure you want to delete this Action? Continue?”, click OK.