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. [ ] 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.[ ] Add to the Roster - Can you add sick leave to a roster?
19.[ ] 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.[ ] Clock On/Off - Can you clock in and out? F8
21.[ ] Date Range and Speed - Has the List Date Range options been explained when comparing speed to functionality?
22.[ ] 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? _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________
