Difference between revisions of "Employee Functional Area"
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|From the top right of the screen click the '''Navigate to Meetings''' button. | |From the top right of the screen click the '''Navigate to Meetings''' button. | ||
Latest revision as of 09:09, 4 May 2016
Contents
Description
This functional area contains all of the information and actions necessary to manage employees for your facility. From this area, you may create new employees, Change status of existing employees,and manage employee training, and you will also find the appropriate actions for creating meetings.
Employees Landing Page
A. Metrics
- Training Participation Rates - The graph will display the following information based on data in the Meetings module:
- Number of attendees per training class completed.
- The default filter will be the current calendar quarter.
- Coaching for Performance - A gauge indicating percentage of “Coaching for Performance” sessions completed in the current month.
- New Employee Rounding - % of of scheduled New Employee Rounding due for the current month
- Thank You Notes - % of Thank you notes sent for the current year.
B. List Display
C. Filtering
D. Actions
E. Quick Actions
Employee Meetings Clicking the Employee icon on the bar will show a dropdown menu. On the Dropdown menu, one of the selections is Meetings. Clicking the Meetings selection will open the meetings window (See also Navigate to Meetings Landing Page under actions below.
Step-by-Step Help
Actions
| Help Page | Button | Description |
|---|---|---|
| Adding Employees and setting up security | 
|
From the top right of the screen click the Add icon. |
| Meetings. | 
|
From the top right of the screen click the Navigate to Meetings button. |
Quick Actions
| Help Page | Button | Description |
|---|---|---|
| Edit an Employee | 
|
Edit - Opens the full details of the employee on a new page and allows you to edit any and all sections and fields of the employee information record. |
| Training | 
|
Training - A pop-up window opens that allows you to choose a training course and completion date for the employee. |
| Change Status | 
|
Change Status - A pop-up window opens that allows you to change the Employee Job Status. |
List Display
The list displays the five most recently added employees sorted with the most recent on top. The list displays the following fields:
| Employee Name | |
| ID - Employee ID number | Job - Employee Job Title |
| Responsibilities: Employee responsibilities |
Click the drop-down arrow from the Sort list to select options for sorting the list.
Click the Export to Excel button to export the search results into an Excel Spreadsheet.
Filtering
|
Quick SearchThe Red Circle with the number in it located at the top right corner of the button indicates how many employees are in that category. In this example, there are 3 employees who are Housekeepers.
Clicking on the Reset button will remove the filters and return the List back to its original display of all employees in alphabetical order starting with last name. |
|
FilterThe Filter tab fields will return a list display list based on the values selected from the following fields:
Click the Reset button to clear your selections from the filter. |
