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Reviewing the Details of an Organizational User

This article gives the detailed information on how you can view the the details of an organizational user, can edit the information and can archive the user.

In the details page of an 'Organizational User', you can see a set of buttons in the toolbar. Each step shown in Figure 1 is explained in the below table.

Figure 1
Figure 1

Sl. No. Name Description
1 Back Click to return to the list people page
2 Edit User Click to edit the organizational user
3 Payroll Schema Click to view the payroll schema of the organizational user
4 Archive User Click to archive the organizational user
5 Organizational User Details The details of the organizational user with the name of the organizational unit to which the user has been added
6 Address & Additional Details The address and additional details of the organizational user
7 Latest Activities All the latest activities will be displayed in the widget

Edit Organizational User

Click on the 'Edit User' button as shown in Figure 2.

Figure 2
Figure 2

Edit the requisite information in the 'Edit Organizational User' screen and click on the 'Submit' button to save your edits as shown in Figure 3.

Figure 3
Figure 3

Click on the 'Payroll Schema' button to view the payroll schema of the Organizational User as shown in Figure 4.

Figure 4
Figure 4

Upon doing so, the Payroll Schema for the Organizational User will appear as shown in Figure 5. The details regarding Managing Payroll Schema for an Organizational User has been explained in the 'Payroll' Section.

Figure 5
Figure 5

Archive Organizational User

Click on the 'Archive User' button as shown in Figure 6.

Figure 6
Figure 6

Upon doing so, the 'Archive User' pop-up window with the buttons 'Proceed' and 'Cancel' will appear with a user message as shown in Figure 7. Click on the 'Proceed' button to archive the User. Click on the 'Cancel' button to close the pop-up window.

Figure 7
Figure 7

Click on the 'All' link from the Latest Activities widget to view the list page of 'Activities' as shown in Figure 8.

Figure 8
Figure 8

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