ADD, EDIT AND DELETE DATA IN SELF SERVICE#

Users, depending on their security rights and the screens they are accessing, have the ability to modify data in Self Service.

Add#

The Add button located at the bottom of the list of records will allow you to enter a new record to the database. By clicking this button, the detail fields will open allowing you to provide the appropriate information.

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Edit#

Some screens may leave the fields open to directly enter information. You may click on these fields and add, delete, or change the information presented.

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Non-Editable Fields#

There is some information you will not be able to edit at all. In these cases, the information will be provided, however, there will be no boxes that you can click on to enter data.

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Date Sensitive Time Line#

In the middle of some screens, you will find a time line which is used to indicate the date at which the displayed information is effective.

For example: When you are promoting an employee, you will need to enter the date the promotion is to take place in the Effective as Of field and provide a reason in the Change Reason field. As soon as the change is made to the data, a new date on the time line will be created.

Please review the Date Sensitive Navigator page for more information on the date sensitive navigator.

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Delete#

The Delete icon is located beside a highlighted record. By clicking that icon, you will delete that record from the database

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Notes #

Click to create a new notes page