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How do I change an employee's number?

changing an employee's number

Fleetwatch FMS · Employee Setup
How Do I Change an Employee’s Number?
Use the Change Number action in the Employees section of Data Tools. It takes four steps, and everything moves with the employee: their settings and their full transaction history transfer from the old number to the new one.
Data Tools Employees screen with numbered callouts: 1 employee number search box, 2 search icon, 3 new number field, 4 Change Number button
The yellow callouts match the numbered steps below.

Steps

In Data Tools, go to the Employees section, then:

1 Enter the current number. Type the employee’s existing number in the search box at the top.
2 Click the Search icon (🔍) to open the employee’s page. Check that the Employee Number and name shown are the right person before continuing.
3 Enter the new number. On the Actions tab, under Employee Actions, type the new employee number in the box next to Change Number.
4 Click Change Number.
✔ Check that it worked: search for the new number and confirm the employee’s page opens with their information.
History is kept
Change Number moves everything from the old employee number to the new one, including past transactions. Reports and service history will show the employee’s full history under their new number.

Good to Know

Numbers must be unique Each employee number can belong to only one employee. Before changing, search for the new number to make sure no one else already has it.
Tell the employee The employee will need to use their new number at the RIH from now on.
Change the number, don’t re-add Use Change Number instead of deleting the employee and adding them again. Deleting and re-adding would leave their history behind under the old number.
Questions about employee setup? Contact Fleetwatch Support.