2 Employee
From TrueERP wiki
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? _____________________________________________ _____________________________________________
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