Get Appendix E: How To Update Employee Information ... - Yale University - Yale

Updating employee information correctly is essential for maintaining accurate records in the Yale Directory. This guide provides detailed, step-by-step instructions to help you fill out Appendix E and ensure that the information is properly recorded.

Follow the steps to accurately update employee information.

1. Click the ‘Get Form’ button to access the form and open it in the editing interface.
2. Log in to Oracle by entering your NetID and password into the appropriate fields after selecting the YAMS icon from the menu.
3. Set the effective date for the updates by using the calendar tool or entering the date manually in the format dd-MMM-yyyy.
4. Search for the individual's record by entering the name in the format Lastname, Firstname or using a wildcard if necessary.
5. Select the person from the search results to access their record for updates.
6. Update the necessary fields across the five tabs: 'Update Office Location,' 'Update Home Address,' 'Update Phones,' 'Update Directory Title,' and 'Supervisor.' Ensure all required details are filled correctly.
7. Choose whether the changes are an 'Update' or 'Correction' depending on the nature of the information being changed.
8. Save your changes by closing the Directory Update form and responding to the dialog box that prompts you to confirm if you want to save.
9. If additional updates are needed for the same employee, click on the Find Person icon to save updates. If updates are for a different effective date, adjust it accordingly and follow the same procedures.

Start updating employee information online today.