Employee Setup

Note: You must have authority the authority, "Employee Setup," to add and edit employees (Diamond Administration group).

 

Employee Setup is the first step in establishing a user in the Diamond System.

Adding an Employee

To set up an employee in Diamond:

 

  1. On the Employee Main Menu, choose Utilities / Administration / Users and Workflow Queues / Employee Setup node.

  2. When the Employee Setup screen displays, select Add New Employee. (Optionally, enter a date of hire.)

  3. On the New Employee screen, select the Name link to return add the employee's name.

  4. After entering and selecting information, click Save.

  5. Next click the Employee Address link; enter the address information and Save.

  6. Click Save Employee. The employee is added to the Grid View.

Editing an Employee

To edit an employee:

 

  1. Click the pencil icon opposite the employee you want to edit.

  2. When the Employee Info screen returns, choose the Name or Address link.

  3. Enter any changes.

  4. Click Save to retain the changes.

  5. Select Save Employee on the Employee Info screen. Changes are retained.

Deleting an Employee

Note: Prior to deleting an employee from Employee Setup, remove the check mark from the "Active" field on the User Setup screen.

 

To delete an employee:

 

  1. Highlight the employee in the Grid View.

  2. Click the X (red X).

  3. Answer Yes to the question: "Delete selected employee?"

  4. The employee's name is removed from the Grid View.

 

Once you have added the employee, the next step is to add them as a user in Diamond. For information on adding a user, please refer to: User Setup.