Employee Summary

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Elite plan is currently in Beta for practices in the United Kingdom.

The Summary tab displays a snapshot of the Employee details. 

Employee Details can be updated from the Employee Summary tab. To edit an Employee, the user must be an FYI Admin or be assigned to a User Group with access to Employee - Management or Employee - Access

Note: The Employee "Active" Status and the "Role" are maintained from the User profile. Refer to Managing Users.

You can also enter the details of a Phone CallFile Note, or Meeting related to the employee from the Employee Summary tab. 

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At the bottom of the Employee - Summary tab are lists of the most recent documents and tasks for that employee. You can edit the documents and tasks directly from the Job - Summary tab, or by clicking the Tasks and Documents tabs.

Editing an Employee

At the top of the Employee Details section, the Edit Employee icon is included.

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To edit Employee fields:

  1. Click the Edit Employee icon. Multiple fields will become available to be edited.

  2. Enter or select the new value for the Field. You can only enter or select a value as relevant for the type of field, for example, as text, select from a drop-down, number etc. The following is an example of entering a Phone Number.

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  3. Click Save at the bottom of the screen to save the changes made to the fields, and to take the Employee out of editing mode.

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Changes made to an Employee will be displayed in the Employee Activity tab. Refer to Employee Activity.

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