Edit an employee record

If you have the role of Administrator, or if you have been granted specific permissions to manage employees, you can manually edit or add data in their personal records.

To make changes, follow these steps:

1. Open an employee record from Employees > Employee Database > Employee’s First and Last Name
2. Fill in or edit the data in the desired fields
3. Click Save
4. To edit detail sheets, click the Detail link in the corresponding section
5. Fill in or edit the data in the desired fields
6. Click Save 

Dismiss an employee record

Employee management also allows you to dismiss an employee. In this case, the employee remains visible in the database with the label (Dismissed), but all of their current positions and activities are terminated.

Dismissing automatically results in:

• removal from the current position (to also remove the position from the org chart, disable the option at the bottom of the page),

• removal from the current business unit,

• closure of the current contract/assignment,

• end of the current work schedule,

• end of the current salary,

• return of equipment,

• deactivation of the trainer status,

• withdrawal from courses not yet completed,

• closure of the Altamira HRM account,

• interruption of ongoing PMPs.

1. Go to Employees > Employee Database

2. Open the employee record you want to dismiss by clicking on Employee’s First and Last Name

3. Click Dismiss

4. In the confirmation window, enter the Dismissal Date using the calendar icon (Note: it is not possible to set a future dismissal date: the system only allows entering a current or past date)

5. If you want to keep the position in the org chart, check the option Keep the position in the org chart: the position will remain vacant and can later be assigned to another employee

6. If you have the Altamira Recruiting module, you can select the following options:

   • Create a job posting for the vacant position

   • Create a project for the vacant position
     In this way, the platform automatically starts a posting or a project to replace the dismissed employee, simplifying the start of a new search. See also Automatically create a vacancy and/or a project when an employee resigns

7. Click Confirm to complete the operation

Note: dismissing an employee stops attendance processing.

Delete an employee record

To delete a single employee record:

1. Open an employee record from Employees > Employee Database > Employee’s First and Last Name
2. Click Actions > Delete
3. Confirm the deletion

To delete multiple employee records simultaneously:

1. Go to Employees > Employee Database
2. Select the employees to delete
3. Click Actions > Delete
4. Confirm the deletion

Note: We do not recommend deleting an employee record as this results in the loss of historical data. Dismissed employees are not counted in the employee database total for the subscription fee.