Download PowerTrack Asset / Tool Management

Transcript
Certification Information
The Certificates tab is used to track personal employee information and certifications required.
This screen can be configured specific to each customer. If the certificate date fields are used,
the Expired Certificates Report will show all certificates that are expired.
Search and Edit Employee Record
Employee List
•
Only the first 50 employees are shown in the employee list view for optimum load times
•
Sort the employees list by selecting Number to sort by employee ID or Name to sort by
employee name. Select the employee Number or Name and the record summary will
display in the right hand view screen.
Search
•
Use the Search function to search for employees by Last Name or Employee ID. Partial
data is acceptable - type the first few characters and press Enter or the search icon
button. Use the Clear button to clear the search criteria and display all the records. Note,
the search function will also match on badge ID if the full badge ID is entered.
•
Click to check the Show Inactive box to show inactive employees in the list display and to
search inactive employees
Edit
•
Select an employee in the list and click the Edit button to make changes to the record.
•
Select the Contact, Address, Certificates or Unions tab to make changes to the
appropriate fields.
•
Select the Cancel button to exit the record without saving the changes.
•
Select the Delete button to delete the item record. Select the OK button.
If the employee has already been used, including in transactions, it is better to make the
employee Inactive, so as not to cause blank assignment information in history records.
Click to uncheck the Active box to set the record to inactive.
•
Select the Save or Save-Add New button to save the changes.
•
Select the Save – Add New button to save and add additional employees.
10