Managing Employee Data (Quam 5.3)

To create a new data record in the system, execute the following steps:

Select the command |New element (1) above the employee listing and make the required entries in the form.

Assign the employee to organizational units for which he or she is responsible (managers of the organizational unit) or in which he or she works (employees in the organizational unit) and define roles that he or she has (holders of the following roles). Proceed as described in chapter Data Entry and Linking (Quam 5.3):

Confirm your entries with the |Save button.

To edit (2) or delete (3) employee data, please select the corresponding element in the personnel list by ticking (4) and click on the desired button in the upper navigation bar. You can also edit the elements directly in the list view/datasheet view as in Excel. Open them by clicking on |Edit this list (5) and make your changes or entries (depending on the SharePoint version, the function differs slightly). Please refer to the SharePoint Help for more information.

Note: It is possible to synchronize the Active Directory with the personnel list using third-party solutions. However, this requires a well maintained Active Directory.