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IBM PartnerWorld Profiling System User Guide

Location - Manage employee(s)

Overview

The "Manage employee(s)" page contains two links. Each link allows the Primary Relationship Contact (PRC) or the Authorized Profile Administrator (APA) to perform different tasks.

Add an employee

On the "Add an employee" page, the PRC or APA can add one employee at a time to a location Note: PRCs and APAs cannot delete an employee. Instead, they may inactivate an employee within the Employee profile, when the employee moves to a different role or leaves the company.

Navigation

For the PRC or APA to add an employee:

Checklist

Mandatory fields in completing "Add an employee" from the Location page include:

Manage employees

On the "Manage employees" page, PCRs or APA can add, update, or inactivate multiple employees for a location in a single operation.

On the "Manage employees" page, APAs or PRCs can click a link to:

These three links enable PRCs or APAs to manage (add, update, and inactivate) multiple employees for a location in one single operation.

Add multiple employees

To add multiple employees in a single operation:

Checklist

Mandatory and optional fields in completing the CSV or TXT file:

Note: Only plain text CSV or TXT files are acceptable. Excel-edited files are acceptable if the data is saved in a ".csv" or ".txt" format. ASCII or ANSI coding is acceptable for single-byte languages, but UTF-8 coding is required for double-byte languages.

To add, update, and inactivate multiple employees

To update, inactivate, and add multiple employees in a single operation:

Checklist

Mandatory and optional fields in completing the CSV or TXT file:

Note: Only plain text CSV or TXT files are acceptable. Excel-edited files are acceptable if the data is saved in a ".csv" or ".txt" format. ASCII or ANSI coding is acceptable for single-byte languages, but UTF-8 coding is required for double-byte languages.

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