Employees

Previous  Top  Next

The Employee functions of the Training module enables the user to view and edit an individual employee's basic information, class history and Incident History. The Basic Information form allows users to track basic information regarding the employee, including medical exam renewal date and CDL renewal date. Many of the fields on the Basic Information form are read-only. These fields are typically populated from an HR database. The Class History section allows users to record information about the employee related to a specific class s/he was enrolled in. Users are able to determine if employees need to retake the class based on the Next Required Date entered on the Class History Form. The Incident History Summary allows users to view all incidents that involved the employee. Selecting the Incident Number allows the user to view the actually recording form(s) for the incident.

Quick Steps Example: Viewing an Employee's Basic Information

1.

Open the Training module by selecting the Training tab in the main menu.

2.

On the vertical menu select Employees.

3.

Find the Employee in the Employee Summary.

4.

Select his/hew Employee ID.

5.

The Choose Training Information page will appear.

6.

Select the Basic Information link.

7.

The Basic Information Form will appear.

8.

Enter the appropriate information.

9.

Select the Save button.

10.

If all required fields are complete and all data is in a valid format, the successful save message will appear.

Quick Steps Example: Viewing an Employee's Class History

1.

Open the Training module by selecting the Training tab in the main menu.

2.

On the vertical menu select Employees.

3.

Find the Employee in the Employee Summary.

4.

Select his/hew Employee ID.

5.

The Choose Training Information page will appear.

6.

Select the Class History link.

7.

The Class History Summary will appear.

8.

To enter information for a specific class, select the ID of the class.

9.

Enter the appropriate information.

10.

Select the Save button.

11.

If all required fields are complete and all data is in a valid format, the successful save message will appear.

Quick Steps Example: Viewing an Employee's Incident History Summary

1.

Open the Training module by selecting the Training tab in the main menu.

2.

On the vertical menu select Employees.

3.

Find the Employee in the Employee Summary.

4.

Select his/hew Employee ID.

5.

The Choose Training Information page will appear.

6.

Select the Incident History Summary link.

7.

The Employee's Incident History Summary will appear.

8.

To view specific information about an incident, select the appropriate Incident Number.