2 Employee - Revision history

Angelica at 17:34, 19 December 2014

2014-12-19T17:34:03Z

Dene at 10:35, 9 December 2014

2014-12-09T10:35:43Z

BethD: /* Overview */

2014-12-08T06:44:04Z

‎Overview

BethD: /* Overview */

2014-12-07T13:23:13Z

‎Overview

Simon@erpoz.com: /* Overview */

2014-11-18T04:12:12Z

‎Overview

Omer Farooq: /* Overview */

2014-08-20T13:09:23Z

‎Overview

Simon Clive: /* Overview */

2014-07-25T18:06:35Z

‎Overview

Simon Clive at 23:25, 8 September 2011

2011-09-08T23:25:50Z

Simon Clive at 05:18, 7 September 2011

2011-09-07T05:18:19Z

Simon Clive at 06:03, 27 June 2011

2011-06-27T06:03:17Z

@@ Line 35: / Line 35: @@
 [[32 Transfer Employee Data]]
 [[33 Colour Preferences]]
@@ Line 121: / Line 122: @@
 .[ ] Colour Preferences - Can you set your own colours for each ERP Module?

@@ Line 1: / Line 1: @@
 <menu name="myMenu" align="center">
 Answers=
-[[1 Create New Enployee]]
+[[1 Create Employee]]
 [[2 Payroll Options View]]
-[[3 Date Selection]]
+[[3 Logon Access]]
-[[4 Display Reset]]
+[[4 Access Levels]]
-[[5 Logon Access]]
+[[5 Access levels - After an Update]]
-[[6 Access Levels]]
+[[6 Assign to a Department]]
-[[7 Access Levels After Update]]
+[[7 Emails]]
-[[8 Photo ID]]
+[[8 Google Calendar]]
-[[9 Assign to a Department]]
+[[9 Documents]]
-[[10 Rep v Employee]]
+[[10 Attachments]]
-[[11 Creating Representatives]]
+[[11 Skills]]
-[[12 Rep Services]]
+[[12 Skill Providors]]
-[[13 Fixed Rate Services]]
+[[13 Photo ID]]
-[[14 Employee Services]]
+[[14 Personal Preferences]]
-[[15 Personal Preferences]]
+[[15 Search Colour]]
-[[16 Search Colour]]
+[[16 Display Tick Boxes]]
-[[17 Reminders]]
+[[17 Discount %]]
-[[18 Pop Up Reminders]]
+[[18 List Date Range]]
-[[19 Add to the Roster]]
+[[19 Reminders]]
-[[20 Roster to Calendar]]
+[[19a Reminders List]]
-[[21 Clock On-Clock Off]]
+[[20 Display Re-set]]
-[[22 Date Range and Speed]]
+[[21 Rep v Employee]]
-[[23. F5 F6 F7]]
+[[22 Creating a Representative]]
+[[23 Rep Services]]
@@ Line 80: / Line 90: @@
 .[ ] Reminders - Do the Enable Reminders settings make sense?
-.[ ] Reminders List - Can you action a Reminder from the list?
+a.[ ] Reminders List - Can you action a Reminder from the list?
 .[ ] Display Re-set - Can you re-set your personal display settings back to the default setting?
@@ Line 98: / Line 108: @@
 .[ ] Add to the Roster - Can you add Availability to the Roster for example Sick Leave or an RDO?
-.[ ] Roster to Calendar - Has the interaction between the Main Calendar and the Roster been explained. In particular, how days marked as unavailable on the Roster are displayed in the Main Calendar?
+.[ ] Roster to Calendar - Has the interaction between the Main Calendar and the Roster been explained. In particular, how days marked as unavailable on the Roster are displayed in the Main
 .[ ] Clock On/Off - Can you clock in and out?
@@ Line 111: / Line 123: @@
-Notes: Are there any aspects in this area that more training would be useful? _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________
+Notes: Are there any aspects in this area that more training would be useful? _____________________________________________ _____________________________________________

← Older revision		Revision as of 06:44, 8 December 2014
Line 109:		Line 109:

	33.[ ] Colour Preferences - Can you set your own colours for each ERP Module?		33.[ ] Colour Preferences - Can you set your own colours for each ERP Module?
−
−	~~34.[ ] Expense Claim Request - How can you create an Expense Claim Request?~~


	Notes: Are there any aspects in this area that more training would be useful? _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________		Notes: Are there any aspects in this area that more training would be useful? _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________

← Older revision		Revision as of 13:23, 7 December 2014
Line 109:		Line 109:

	33.[ ] Colour Preferences - Can you set your own colours for each ERP Module?		33.[ ] Colour Preferences - Can you set your own colours for each ERP Module?
		+
		+	34.[ ] Expense Claim Request - How can you create an Expense Claim Request?


	Notes: Are there any aspects in this area that more training would be useful? _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________		Notes: Are there any aspects in this area that more training would be useful? _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________

@@ Line 44: / Line 44: @@
 . [ ] Create Employee - Can you create a New Employee noting the Payroll Access options?
-. [ ] Payroll Options View - Do you understand how the employee screen changes if you have no Payroll Access&nbsp;?
+. [ ] Payroll Options View - Do you understand how the employee screen changes if you have no Payroll Access?
-. [ ] Date Selection - Has the Date Picker options been explained?
+. [ ] Logon Access - Do you know how to assign logon access and passwords for an Employee?
-. [ ] Display Re-set - Can you re-set your personal display settings back to the default setting.
+. [ ] Access Levels - Do you know how to assign and manage Access Levels?
-. [ ] Logon Access - Do you know how to assign logon access and passwords for an employee?
+. [ ] Access levels - After an Update Do you understand why Access Levels are to be reviewed after an update?
-. [ ] Access Levels - Do you know how to assign and manage Access Levels?
+. [ ] Assign to a Department - How do you assign an Employee to a department and what benefits does this provide?
-. [ ] Access levels - After Update Do you understand why Access Levels are to be reviewed after an update?
+. [ ] Emails - Can you configure ERP to track employee emails?
-. [ ] Photo ID - Can you print an Employee Barcode and a Photo ID for an Employee?
+. [ ] Google Calendar - Do you know how to set up the employee to synch appointments with Google Calendar?
-. [ ] Assign to a Department - How do you assign an Employee to a department and what benefits does this provide?
+. [ ] Documents - Can you track and send Letters, Emails and SMS messages?
-.[ ] Rep v Employee - Do you understand the difference between a Rep and an Employee?
+.[ ] Attachments - Do you know how to attach a HR document to the Employee Card?
-.[ ] Creating a Representative - Can you create a new Rep?<br>
+.[ ] Skills - Do you know how to set up and use Employee Skills?
-.[ ] Rep Services - What is a Rep Service?
+.[ ] Skill Providors - Can you set up new Skills and Suppliers as Skill Providors?
-.[ ] Fixed Rate Service - What is the difference between a Fixed Rate Service and an Hourly charge out service?
+.[ ] Photo ID - Can you print an Employee Barcode and a Photo ID for an Employee noting the Employee Number?
-.[ ] Employee Services - What is an Employee Service?
+.[ ] Personal Preferences - Can you adjust your own Personal Preferences?
-.[ ] Personal Preferences - Can you adjust your own Personal Preferences?
+.[ ] Search Colour - Can you set your own search colour?
-.[ ] Search Colour - Can you set your own search colour?
+.[ ] Display Tick Boxes - Have the display options for Manufacturing and Sales been explained to you?
-.[ ] Reminders - Does the Reminders prompts make sense?
+.[ ] Discount % - Do you know the two places where the Maximum Allowed Discount % per Employee needs to be set?
-.[ ] Add to the Roster - Can you add sick leave to a roster?
+.[ ] List Date Range - Has the List Date Range options been explained when comparing speed to functionality?
-.[ ] Roster to Calendar - Has the interaction between the Calendar and the Roster been explained. In particular, how days marked as unavailable on the Roster are displayed in the Main Calendar?
+.[ ] Reminders - Do the Enable Reminders settings make sense?
-.[ ] Clock On/Off - Can you clock in and out? F8
+.[ ] Reminders List - Can you action a Reminder from the list?
-.[ ] Date Range and Speed - Has the List Date Range options been explained when comparing speed to functionality?
+.[ ] Display Re-set - Can you re-set your personal display settings back to the default setting?
 Notes: Are there any aspects in this area that more training would be useful? _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________

← Older revision		Revision as of 13:09, 20 August 2014
Line 31:		Line 31:

	== Overview ==		== Overview ==
		+
		+	Employee Training
		+
		+

	Company:___________________________ Signed:____________________________		Company:___________________________ Signed:____________________________

@@ Line 38: / Line 38: @@
 Trainee to Complete: Please Tick
-. [ ] Create Employee Can you create a New Employee noting the Payroll Access options?
+. [ ] Create Employee - Can you create a New Employee noting the Payroll Access options?
-. [ ] Payroll Options View Do you understand how the employee screen changes if you have no Payroll Access&nbsp;?
+. [ ] Payroll Options View - Do you understand how the employee screen changes if you have no Payroll Access&nbsp;?
-. [ ] Date Selection Has the Date Picker options been explained?
+. [ ] Date Selection - Has the Date Picker options been explained?
-. [ ] Display Re-set Can you re-set your personal display settings back to the default setting.
+. [ ] Display Re-set - Can you re-set your personal display settings back to the default setting.
-. [ ] Logon Access Do you know how to assign logon access and passwords for an employee?
+. [ ] Logon Access - Do you know how to assign logon access and passwords for an employee?
-. [ ] Access Levels Do you know how to assign and manage Access Levels?
+. [ ] Access Levels - Do you know how to assign and manage Access Levels?
-. [ ] Access levels After Update Do you understand why Access Levels are to be reviewed after an update?
+. [ ] Access levels - After Update Do you understand why Access Levels are to be reviewed after an update?
-. [ ] Photo ID Can you print an Employee Barcode and a Photo ID for an Employee?
+. [ ] Photo ID - Can you print an Employee Barcode and a Photo ID for an Employee?
-. [ ] Assign to a Department How do you assign an Employee to a department and what benefits does this provide?
+. [ ] Assign to a Department - How do you assign an Employee to a department and what benefits does this provide?
-.[ ] Rep v Employee Do you understand the difference between a Rep and an Employee?
+.[ ] Rep v Employee - Do you understand the difference between a Rep and an Employee?
-.[ ] Creating a RepresentativeCan you create a new Rep?<br>
+.[ ] Creating a Representative - Can you create a new Rep?<br>
-.[ ] Rep Services What is a Rep Service?
+.[ ] Rep Services - What is a Rep Service?
-.[ ] Fixed Rate Service What is the difference between a Fixed Rate Service and an Hourly charge out service?
+.[ ] Fixed Rate Service - What is the difference between a Fixed Rate Service and an Hourly charge out service?
-.[ ] Employee Services What is an Employee Service?
+.[ ] Employee Services - What is an Employee Service?
-.[ ] Personal Preferences Can you adjust your own Personal Preferences?
+.[ ] Personal Preferences - Can you adjust your own Personal Preferences?
-.[ ] Search Colour Can you set your own search colour?
+.[ ] Search Colour - Can you set your own search colour?
-.[ ] Reminders Does the Reminders prompts make sense?
+.[ ] Reminders - Does the Reminders prompts make sense?
-.[ ] Pop Up Reminders Can you create a pop up reminder?
+.[ ] Pop Up Reminders - Can you create a pop up reminder?
-.[ ] Add to the Roster Can you add sick leave to a roster?
+.[ ] Add to the Roster - Can you add sick leave to a roster?
-.[ ] Roster to Calendar Has the interaction between the Calendar and the Roster been explained. In particular, how days marked as unavailable on the Roster are displayed in the Main Calendar?
+.[ ] Roster to Calendar - Has the interaction between the Calendar and the Roster been explained. In particular, how days marked as unavailable on the Roster are displayed in the Main Calendar?
-.[ ] Clock On/Off Can you clock in and out? F8
+.[ ] Clock On/Off - Can you clock in and out? F8
-.[ ] Date Range and Speed Has the List Date Range options been explained when comparing speed to functionality?
+.[ ] Date Range and Speed - Has the List Date Range options been explained when comparing speed to functionality?
-.[ ] F5, F6 and F7 Do you know how to use the F5,F6,F7 searching features? Also how to use the search box on the main screen.
+.[ ] F5, F6 and F7 - Do you know how to use the F5,F6,F7 searching features? Also how to use the search box on the main screen.
 Notes: Are there any aspects in this area that more training would be useful? _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________