EMPLOYEES

Employee Details

To view individual records and enter or edit information, From the Main Menu, Records tab, click on View/Edit Records: Employee Detail.

The employee record screen will open. If you have not entered any data, a new (blank) record will be displayed.

The top of the screen contains employee data:

• Name  
• ID Number (Employee number or Social Security number)
• Phone Number
• Email ( If this person is a supervisor, email will be used to send reports)
• Select a Job Title or type in a new job title to add it to the list.. Note: you may assign additional job titles under More Info.
• Select a Department or type in a new department to add it to the list.
• Select a Supervisor's Name
• Shift
• Location
• Select a Type. Double-click to add a new type to the list.
• Select a Status. (Select Removed to keep records but exclude the employee from current reports.)
• Start Date (End date if applicable)
• Other (You can use this field to store other needed information

 

Add a New Employee

If you are entering additional data, go to a new (blank) record by using the New navigation button at the bottom of the screen.

Find an Employee

Use the arrow buttons at the bottom of the screen to scroll through records. You can find a record by right-clicking on the field you wish to search by, and selecting Find. You can sort records by right-clicking on the field you wish to sort by, and selecting Sort A-Z or Sort Z-A.

Click on View All Records to open all employee records in a list.

Print Report

Click on Print Summary Report to print a summary report for this employee showing the status of all required trainings, all completed trainings, and exam scores.