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HR - Employee Notes

    The Employee Notes option included in the Human Resources Module allows you to add notes and link existing information files to an employee record.

     

    View Employee Notes


    To view the Employee Notes list, proceed as follows:

    1. Select the Notes option from the Query or Edit / Human Resources dropdown menu. The Browse Notes window will be displayed.

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      The options available from this window are:
    1. View options. The options are used to select the order in which the employee notes are to be viewed.
    2. From Date. This is used to select the date from when a list of all employee notes is to be viewed.
    3. Group Select button. This button is used to select a group of employees whose notes are to be viewed. By default, all employees will be viewed.
    4. Employee Notes List. This is a list of employees and provides the following information for each employee listed:
    1. Date. This is the date when the note was added to the employee’s record.
    2. Employee. This is the employee’s personal employment number and name.
    3. Reference. This is a unique reference number with respect to the note.
    4. Link. If there is any additional information with regards to the particular note (i.e. a text file of additional information), this column is an active link to the particular information and by clicking on the link the associated file can be opened.
    5. Text. This is any additional text information associated with the record.
    1. Send To button. Used to send the current window’s information to a printer, a file or as e-mail.
    2. Add button. This button is used to add a new employee note record to the list.
    3. Change button. This button is used to change the details of an existing note.
    4. Remove button. Used to remove an existing record from the list.
    5. Close button. Will close the window.

    View an Employee’s Notes


    To view the Notes for an employee, proceed as follows:
     

    1. When the Browse Employees window is displayed, select and highlight the employee whose notes are to be viewed and then click on the Notes link on the left of the window. The Browse Notes window will be displayed.

      2.JPG

      The options available from this window are:
    1. View options. The options are used to select the order in which the employee’s notes are to be viewed.
    2. Employee. The employee’s number and name of the selected employee are displayed.
    3. Employee Notes List. This is a list of the selected employee’s note records and provides the following information for each record listed:
    1. Date. This is the date when the note was added to the employee’s record.
    2. Reference. This is a unique reference number with respect to the note.
    3. Link. If there is any additional information with regards to the particular note (i.e. a text file of additional information), this column is an active link to the particular information and by clicking on the link the associated file can be opened.
    4. Text. This is a text comment about the note.
    1. Send To button. Used to send the current window’s information to a printer, a file or as e-mail.
    2. Add button. This button is used to add a new employee note record to the list.
    3. Change button. This button is used to change the details of an existing note.
    4. Remove button. Used to remove an existing note from the list for the selected employee.
    5. Close button. Will close the window.

    Add an Employee Note


    To add a new employee’s note, proceed as follows:

    1. When the Browse Notes window is displayed, select the Add button. The Adding an EmpMemo Record window will be displayed.

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    2. Use the Employee select button and select the employee for whom the Note is to be added.
    3. In the Note By text box, type in the name of the person who originated the Note.
    4. Use the Date select button and select the date when the Note is to apply.
    5. If required, use the Reference text box and type in a reference code for the note.
    6. If required, use the Link select button and use the file explorer to link a particular file to the note being added.
    7. Use the Text box to type in the content of the note being added.
    8. Select the Ok button to save the Note and to add it to the list.

    Change an Employee Note


    To change an employee’s dependant record, proceed as follows:

    1. When the Browse Notes window is displayed, select the employee Note that is to be changed and then click on the Change button. The Changing an EmpMemo Record window will be displayed.

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    2. Make the necessary changes as required and then select the Ok button to save these changes.

    Remove an Employee Note


    To remove an employee’s note, proceed as follows:

    1. When the Browse Notes window is displayed, select and highlight the employee’s not that is to be removed and then click on the Remove button.
    2. When the delete confirmation window is displayed, select the Yes button to remove the note from the list.

     

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    Page last modified 10:54, 11 Jul 2014 by Admin CS Time/TNA Documents > User Module > Human Resources > HR - Employee Notes

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