The Employee Information section is used to view, edit, and manage individual employee records within SimplyMerit. This area controls personal details, job attributes, eligibility indicators, and employee-level data used in planning, approvals, reporting, and letter generation.
Admins can access this section via:
Configuration → Employee Information
Click the image to enlarge.
Employee List View
The Employee Information landing page displays a searchable, sortable list of all employees in the system.
- Search employees by name or other visible attributes
- Sort columns such as First Name, Last Name, Title, and Employee ID
- Open an employee record using Edit
Editing an Employee Record
Selecting Edit opens the employee detail page. This page is divided into sections that control different aspects of the employee’s data and eligibility.
Employee Information (Personal Details)
This section captures demographic and contact information such as name, address, phone, race, gender, education, and veteran status.
Information Locking
The Information Locking section allows admins to selectively prevent updates to specific areas of an employee’s data, such as employee row, company stock, restricted stock awards, incentive stock options, non-qualified stock options, and divisional bonus.
Bonus- and equity-related locking options only appear if the employee is eligible for those compensation elements.
Job Information
The Job Information section defines organizational and structural attributes, including company code, manager, job title, job level, job grade, department, division, EEO category, hire date, and admin status.
User access, invitations, email settings, planning access, portal access, and view-only controls are managed in Configuration → User Control.
Custom Fields
Any Custom Fields configured for the company appear at the bottom of the Job Information section.
Dynamic Fields
Dynamic Fields appear in their own section and are configured on the Dynamic Fields screen.
Save Behavior
Each section includes its own Save Changes action. Updates take effect immediately upon saving and are reflected across planning, approvals, reporting, and letter generation.
→ Next: Guide: Admins Getting Started Part 28 - Standard Exports
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