Process Step Details - Update Employee

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This article gives details and examples of the functions that are available in steps used to update Employees.

To use this process step, the Filter Employee - View Filters must be selected.

Update Employees

  1. From within the Custom Automation Process, click the Add Step button.

  2. Click FYI Actions.

  3. A list of functions will be displayed. Select Update Employee.
  4. The following is an example of the Update Employee Step.


    Prework - Allows you to set the Automation Status of the Prework for the employee, a series of tasks designed to guide new users through using FYI using sample data.  Refer to Prework for New Users.

    Set Custom Field - Automatically update a Custom Field against the Employee Record. Select the Custom Field from the drop-down to display the Custom Field in the Action section. You will then be able to update the Custom Field based on the type of field e.g. select a date, enter text etc.


    Custom Field values can only be maintained in FYI by an FYI Admin who can add, edit or remove Custom Fields. Refer to Managing Custom Fields.
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