Employees
  • 25 Mar 2024
  • 2 Minutes to read
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Employees

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Article Summary

This topic is related to the following sections:

About Employees

Employees participate in the migration of data but may not be users of the Syniti Migrate system such as an approving of changes. Employees and Users may be linked, but it is not mandatory. In this way, the Employee may receive Notifications, but not need to access and use the Syniti Migrate Application. Within this page an Employee may be created, edited, or deleted.

Working in Employees

View the following page by navigating to Administer > Security > Employees from Syniti Migrate Homepage.

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Employees: Display

The column headers for Employees panel are used as follows:

Heading

Definition

Employee ID

The name of the Employee. This value may be the User ID if the Employee is tied to a user otherwise it is unique.

Full Name

The first name of the Employee.

Email

The business email address that receives notifications for the Employee.

The Search  icons in the top of the panel allows for searching for a specific Employee.

Add an Employee

Click on the Add  icon to open the Employee details window. Enter all required fields and any optional fields that help to complete the record before saving.

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Employees: Add a New Employee

The Employee details displays the following fields:

Field

Description

Employee ID*

Enter the Employee ID which could be a name or number sequence. (Required)

Full Name

The user's first name.

Phone

The Employee's phone number for direct contact.

Email

Email address of the user.

Configurable

This is a display only field that shows whether the record may be modified. (0-yes, 3-no)

Title

Enter the Employee's title.

Division

Employee's division.

Department

Employee's Department.

Team

Enter a descriptive text for any team for this employee.

Active

Toggle to set status of the Dataset for future-state design mapping and migration.

Note

Defaults as Active.

When finished with edits, click the Save  icon to complete.

Edit an Employee

To edit an Employee, click on the Edit  icon on the left side of the row to edit. A window displays, and the data details may be edited, as shown below.

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Employees: Edit an Employee

When finished with edits, click the Save  icon to complete.

Delete an Employee

As long as the Employee has not been assigned to a user who worked within Syniti Migrate and been logged in the tables for this application, the Employee may be Deleted from the system. However, if the user associated with this Employee has processed transactions, the ID has been captured within audit history and cannot be removed. In that case, the Employee may be marked as Not Active. This upholds the integrity of the data.

Select the line to Delete and click on the Delete  icon.

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Delete an Employee: Warning message

If the Delete is successful, the record is removed from the list.


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