View and Edit an Employee's Record

Who has access: System Admins

To add new employees to Envisio, check out the article: How to Add Employees to Envisio.

Accessing Employees Page

The Employees page holds all user's information. To access the Employees page, you must be a System Admin

1. Click on your initials in the bottom left of the screen, this will expand the navigation bar.
2. In this expanded view select Employees, which takes you to the Employees page. 
   

Here's what you can do on the Employees page:

• Search employees by name, title, or department using the Search field.
• Use the filters on the top of the page to narrow down your list.
• Create a new employee/user using the New Employee button.
• Send an email Invite to new users by selecting the check-box next to their name, then clicking on Send Confirmation Email button. You can bulk-select users using the check-box on the header row, which selects all unconfirmed users. Unconfirmed users are users who have not accepted their invitation from Envisio, i.e. they have not created a password in Envisio. These users have a red border around their user-avatar.
• Reassign plan elements, measures, and reports owned by the employee to another user.
• Deactivate an employee.
• Reinstate a deactivated employee.

How to Edit an Employee Record

To edit an employee record, first, locate the employee using Search or using one of the filters. Then click anywhere on the row and it will open up the Employee record in Edit mode. After making the desired changes to the record, don't forget to click Save , located on the top right of the page, before leaving the page.