Editing Tabs on the Employee Information Screen

Did you know you can create custom tabs and personalize your windows under employees’ profiles?

The Employee Information Screen contains several tabs and sections associated with your employees. Through this short user guide we’ll show you how to add in additional information as well as edit the order of any existing information.

Let’s try it out!

You’ll navigate to the Employee Information Screen. Open your menu on the upper left hand side Team > My Team > Employee Information

Click the Employee Information icon to go into any employee; it doesn’t matter which one. When you’re editing these tabs and windows it will update for all your employees not only the employee you just selected.

Directly under your employee’s name you can see what tabs you currently have set. Main, Payroll, and Employee Documents are shown on our example below. Next to those tabs you can click Edit Tabs; this will allow you to create custom tabs.

Within the Tabs Configuration screen you can edit the order of your tabs, rename them, and also add/delete certain tabs. In our example we’re going to move the Employee Documents tab up by clicking and dragging it above the Payroll tab.

Now lets rename that tab to be “Documents” instead of Employee Documents. We can do this by simply editing the tab name.

Finally lets add a tab named “Dates” by clicking the blue + button. A new tab will appear below the Payroll tab. It will read Tab 4 until we rename it to say Dates. We can also delete tabs by clicking the grey X next to the specific tab we’re wanting to delete.

Now that we have our new custom tabs (pictured below) lets walk through how to personalize windows. Each tab contains windows of information pertaining to the employee selected. The main tab might have information like profiles, accruals, account information, personal information, etc. You can jump to these windows quickly by clicking them on the left hand side of your screen.

To personalize these windows you can edit the order, add, and delete under the same Edit Tabs link used before. You’ll see your available windows on the right hand side; then your selected windows towards the middle of your screen. You’ll drag and drop between “Available Windows” and “Selected” to customize your employees profiles. Below I’ve added the Dates window to our Dates Tab.

If you have any further questions about editing tabs on the Employee Information screen please reach out to your Customer Support Specialist.