2 Employee
From TrueERP wiki
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? _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________
