Updating an existing record on the Personal tab of the staff member record

Updating an existing record on the Personal tab of the staff member record

Please note: NEXTRA recommends that should a user need to make any change to a staff member record, that a new record is created.  This can be particularly important for payroll purposes and paying staff correctly as of a defined effective date in the software, and to ensure that an accurate audit history is held of changes made to your staff member records.  Records should only be edited if a mistake has been made when initially creating it. In order to edit an existing record, follow these steps:

Step 1– Select the Edit icon on the record you wish to update from the blue summary table.

Step 2– Update the details by using the drop-down menus or by deleting old data and typing in new data. 

Step 3- Update the details by using the drop-down menus or by deleting old data and typing in new data. 

Please note: Once the updated record has been saved, there will not be an additional entry available on either the blue summary table or within the ‘Open’ drop-down menu as this is an update to an existing record.