Edit a Person Employer

The EMPLOYER INFORMATION tab of the PERSON TAB VIEW is where the employer(s) associated with a Person record are stored. Below are the steps to edit Employer Information (a Business or Person) on a Person record.

Before you start:

Person Employer data can be edited by any user (or proxy thereof) except for the Inquiry and Support roles.
When an Employer is edited on a Person record that contains multiple Employers, the edited Employer will be listed as the most current.

1. A Person Search is initiated from the MAIN MENU or a process.
2. The PERSON SEARCH RESULTS screen displays with the returns from the search. Select the radio button of the Person record to be edited, and then click the Edit button.
3. The Person record will display. Click the Next arrow
4. Additional tabs related to the Person record will display. Click the EMPLOYER INFORMATION tab.
5. The EMPLOYER INFORMATION tab displays with all attached Employers. Select the radio button of the Employer to be edited and click the Edit Employer button.
6. Based on the Employer type, the following displays:
1. - If the Employer type is Business, the BUSINESS DETAILS screen displays. Perform the edits and then click the Edit button.
  - If the Employer type is Person, the PERSON TAB VIEW displays. Perform the edits and then click the Edit button.

* * * * * * *

Based on the Employer type, these are the results:

- If the Employer type is Business, the EMPLOYER INFORMATION tab displays with the edited Business data.
- If the Employer type is Person, the edited tab of the PERSON TAB VIEW displays with edited Person data.

For a listing of associated rules for this topic, click here.