Web Procedure Manual

Updating a Personnel Office Contact Record

The Update function allows users to update personnel office contact records.

To Update a Personnel Office Contact Record:

1. Select the Payroll Office tab on the CLER Federal Employees Health Benefits, Centralized Enrollment Clearinghouse System Main Menu.
2. Select Contacts on the Payroll Office tab. The Contacts Main page is displayed with the Payroll Office Contacts and Personnel Office Contacts options.

   

3. Select Personnel Office Contacts on the Contacts Main page. The Personnel Office Contacts page is displayed.

   

4. Complete the following fields on the Personnel Office Contacts page:

   Payroll Office ID

   Personnel Office ID

   Type

   Display

   Order By

5. Select the Submit button to confirm all data entered. The Personnel Office Contacts Search Results page is displayed.

   OR

   Select the Reset button to clear all data entered.

   

   The data on the Personnel Office Contacts search results page is categorized into the following fields:

   ID

   POI

   Type

   Status

   Name

   Phone

   Email

   Options

6. Select the Update button next to the applicable record. The Personnel Office Contacts Update page is displayed.

   

7. Complete the following applicable fields on the Personnel Office Contacts Update page:

   Payroll Office ID

   Personnel Office ID

   Type

   Role

   Name

   Address Line 1

   Address Line 2

   Address Line 3

   City

   State

   Zip

   Foreign Country

   Phone Number

   Fax Number

   Email Address

   Remarks

8. Select the Update Record button. A popup appears to confirm the record has been updated.

   OR

   Select the Clear Data button to clear all data entered.

   

9. Select the OK button to close the popup.

   Note: To update another record, select the Cancel button to return to the Personnel Office Contacts Search Results page and select the Update button next to the applicable record.