Difference between revisions of "2 Employee"
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Trainee to Complete: Please Tick | Trainee to Complete: Please Tick | ||
| − | 1. [ ] Create Employee Can you create a New Employee noting the Payroll Access options? | + | 1. [ ] Create Employee - Can you create a New Employee noting the Payroll Access options? |
| − | 2. [ ] Payroll Options View Do you understand how the employee screen changes if you have no Payroll Access ? | + | 2. [ ] Payroll Options View - Do you understand how the employee screen changes if you have no Payroll Access ? |
| − | 3. [ ] Date Selection Has the Date Picker options been explained? | + | 3. [ ] Date Selection - Has the Date Picker options been explained? |
| − | 4. [ ] Display Re-set Can you re-set your personal display settings back to the default setting. | + | 4. [ ] Display Re-set - Can you re-set your personal display settings back to the default setting. |
| − | 5. [ ] Logon Access Do you know how to assign logon access and passwords for an employee? | + | 5. [ ] Logon Access - Do you know how to assign logon access and passwords for an employee? |
| − | 6. [ ] Access Levels Do you know how to assign and manage Access Levels? | + | 6. [ ] Access Levels - Do you know how to assign and manage Access Levels? |
| − | 7. [ ] Access levels After Update Do you understand why Access Levels are to be reviewed after an update? | + | 7. [ ] Access levels - After Update Do you understand why Access Levels are to be reviewed after an update? |
| − | 8. [ ] Photo ID Can you print an Employee Barcode and a Photo ID for an Employee? | + | 8. [ ] Photo ID - Can you print an Employee Barcode and a Photo ID for an Employee? |
| − | 9. [ ] Assign to a Department How do you assign an Employee to a department and what benefits does this provide? | + | 9. [ ] Assign to a Department - How do you assign an Employee to a department and what benefits does this provide? |
| − | 10.[ ] Rep v Employee Do you understand the difference between a Rep and an Employee? | + | 10.[ ] Rep v Employee - Do you understand the difference between a Rep and an Employee? |
| − | 11.[ ] Creating a | + | 11.[ ] Creating a Representative - Can you create a new Rep?<br> |
| − | 12.[ ] Rep Services What is a Rep Service? | + | 12.[ ] Rep Services - What is a Rep Service? |
| − | 13.[ ] Fixed Rate Service What is the difference between a Fixed Rate Service and an Hourly charge out service? | + | 13.[ ] Fixed Rate Service - What is the difference between a Fixed Rate Service and an Hourly charge out service? |
| − | 14.[ ] Employee Services What is an Employee Service? | + | 14.[ ] Employee Services - What is an Employee Service? |
| − | 15.[ ] Personal Preferences Can you adjust your own Personal Preferences? | + | 15.[ ] Personal Preferences - Can you adjust your own Personal Preferences? |
| − | 16.[ ] Search Colour Can you set your own search colour? | + | 16.[ ] Search Colour - Can you set your own search colour? |
| − | 17.[ ] Reminders Does the Reminders prompts make sense? | + | 17.[ ] Reminders - Does the Reminders prompts make sense? |
| − | 18.[ ] Pop Up Reminders Can you create a pop up reminder? | + | 18.[ ] Pop Up Reminders - Can you create a pop up reminder? |
| − | 19.[ ] Add to the Roster Can you add sick leave to a roster? | + | 19.[ ] Add to the Roster - Can you add sick leave to a roster? |
| − | 20.[ ] 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? | + | 20.[ ] 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? |
| − | 21.[ ] Clock On/Off Can you clock in and out? F8 | + | 21.[ ] Clock On/Off - Can you clock in and out? F8 |
| − | 22.[ ] Date Range and Speed Has the List Date Range options been explained when comparing speed to functionality? | + | 22.[ ] Date Range and Speed - Has the List Date Range options been explained when comparing speed to functionality? |
| − | 23.[ ] 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. | + | 23.[ ] 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? _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ | Notes: Are there any aspects in this area that more training would be useful? _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ | ||
Revision as of 10:25, 9 September 2011
Overview
Company:___________________________ Signed:____________________________
Name:___________________ Position:______________ Date: _____________
Trainee to Complete: Please Tick
1. [ ] Create Employee - Can you create a New Employee noting the Payroll Access options?
2. [ ] Payroll Options View - Do you understand how the employee screen changes if you have no Payroll Access ?
3. [ ] Date Selection - Has the Date Picker options been explained?
4. [ ] Display Re-set - Can you re-set your personal display settings back to the default setting.
5. [ ] Logon Access - Do you know how to assign logon access and passwords for an employee?
6. [ ] Access Levels - Do you know how to assign and manage Access Levels?
7. [ ] Access levels - After Update Do you understand why Access Levels are to be reviewed after an update?
8. [ ] Photo ID - Can you print an Employee Barcode and a Photo ID for an Employee?
9. [ ] Assign to a Department - How do you assign an Employee to a department and what benefits does this provide?
10.[ ] Rep v Employee - Do you understand the difference between a Rep and an Employee?
11.[ ] Creating a Representative - Can you create a new Rep?
12.[ ] Rep Services - What is a Rep Service?
13.[ ] Fixed Rate Service - What is the difference between a Fixed Rate Service and an Hourly charge out service?
14.[ ] Employee Services - What is an Employee Service?
15.[ ] Personal Preferences - Can you adjust your own Personal Preferences?
16.[ ] Search Colour - Can you set your own search colour?
17.[ ] Reminders - Does the Reminders prompts make sense?
18.[ ] Pop Up Reminders - Can you create a pop up reminder?
19.[ ] Add to the Roster - Can you add sick leave to a roster?
20.[ ] 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?
21.[ ] Clock On/Off - Can you clock in and out? F8
22.[ ] Date Range and Speed - Has the List Date Range options been explained when comparing speed to functionality?
23.[ ] 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? _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________
