Difference between revisions of "2 Employee"

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Revision as of 21:35, 9 December 2014

Overview

Employee Training

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. [ ] Logon Access - Do you know how to assign logon access and passwords for an Employee?

4. [ ] Access Levels - Do you know how to assign and manage Access Levels?

5. [ ] Access levels - After an Update Do you understand why Access Levels are to be reviewed after an update?

6. [ ] Assign to a Department - How do you assign an Employee to a department and what benefits does this provide?

7. [ ] Emails - Can you configure ERP to track employee emails?

8. [ ] Google Calendar - Do you know how to set up the employee to synch appointments with Google Calendar?

9. [ ] Documents - Can you track and send Letters, Emails and SMS messages?

10.[ ] Attachments - Do you know how to attach a HR document to the Employee Card?

11.[ ] Skills - Do you know how to set up and use Employee Skills?

12.[ ] Skill Providors - Can you set up new Skills and Suppliers as Skill Providors?

13.[ ] Photo ID - Can you print an Employee Barcode and a Photo ID for an Employee noting the Employee Number?

14.[ ] Personal Preferences - Can you adjust your own Personal Preferences?

15.[ ] Search Colour - Can you set your own search colour?

16.[ ] Display Tick Boxes - Have the display options for Manufacturing and Sales been explained to you?

17.[ ] Discount % - Do you know the two places where the Maximum Allowed Discount % per Employee needs to be set?

18.[ ] List Date Range - Has the List Date Range options been explained when comparing speed to functionality?

19.[ ] Reminders - Do the Enable Reminders settings make sense?

19a.[ ] Reminders List - Can you action a Reminder from the list?

20.[ ] Display Re-set - Can you re-set your personal display settings back to the default setting?

21.[ ] Rep v Employee - Do you understand the difference between a Rep and an Employee?

22.[ ] Creating a Representative - Can you create a new Rep?

23.[ ] Rep Services - What is a Rep Service and can you create a new one?

24.[ ] Fixed Rate Service - What is the difference between a Fixed Rate Service and an Hourly charge out service?

25.[ ] Employee Services - What is an Employee Service?

26.[ ] To Do List - Can you create a "To Do" and action it from the list?

27.[ ] Add to the Roster - Can you add Availability to the Roster for example Sick Leave or an RDO?

28.[ ] 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?

29.[ ] Clock On/Off - Can you clock in and out?

30.[ ] F8 - What does this shortcut open?

31.[ ] Roster List - Can you see the Start and Stop times for each "Clocked" Employee?

32.[ ] Transfer Employee Data - When would you use this button?

33.[ ] Colour Preferences - Can you set your own colours for each ERP Module?

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

_____________________________________________ _____________________________________________ _____________________________________________