How to post Employees

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How to post Employees


 

1.   Once logged in to the system, from the menu select Administration

2.   Click on Employees (1041) or

3.   You can also go direct to this transaction by entering the transaction number “1041” on the entry field found on the upper right side of the menu having the label “TRX #:” and click “Go!” button

4.   To add a record, click on Add and fill in the following entry fields:


 

?     Key (system generated)

?     Name (Salutation, First Name, MI, Last Name, Name Suffix)

?     Instructor (choose from drop box)

?     Instructor Aid (choose from drop box)

?     Job Title (choose from drop box)

      Note: You can add new entries here by clicking on "<<new" link, then type in your entry and click on "<<add" to add that new entry

?     Section (choose from drop box)

      Note: You can add new entries here by clicking on "<<new" link, then type in your       entry and click on "<<add" to add that new entry

?     Lead Restrictions

?     Start Date

?     End Date

?     Work Address

?     City (choose from drop box)

      Note: You can add new entries here by clicking on "<<new" link, then type in your       entry and click on "<<add" to add that new entry

?     State (choose from drop box)

?     Zip Code

?     Country (choose from drop box)

?     Foreign Postal Code

?     Phone Number

?     Fax Number

?     Email Address

?     Highest Education Attained (choose from drop box)

?     Supervisor (choose from drop box)

?     License Number

?     License Expiry Date

?     License Type


 

5.   To save the record, click on Save button

6.   To modify a record, choose the record from the List of Staff and click on the radio button beside that record to focus on it. Click on the Modify button and make the necessary changes, then click on the Save button afterwards. If you need to abandon any changes, click on the Cancel button.

7.   To delete a record, choose the record from the List of Staff and click on the radio button beside that record to focus on it. Click on the Delete button to remove that record from the list.

8.   Repeat step 5 thru step 7 when needed

9.   When done on this transaction, click on Exit


 

Personal Profile Tab


 

This module will only allow you to modify personal profiles of employees.

Available fields for modifications are:


 

?     Key (system generated)

?     Name (Salutation, First Name, MI, Last Name, Name Suffix)

?     Home Address

?     Home City (choose from drop box)

?     Home State (choose from drop box)

?     Home Zip Code

?     Home Country (choose from drop box)

?     Foreign Postal Code

?     Home Phone Number

?     Home Fax Number

?     Social Security Number

?     Birth Date

?     Gender  (choose from drop box)

?     Marital  Status  (choose from drop box)

?     Spouse's Name


 

To modify a record, choose the record from the List of Staff and click on the radio button beside that record to focus on it. Go to the Personal Profile Tab. You can also navigate and choose the employee by clicking on the "First, Prev, Next and Last" buttons. Click on the Modify button and make the necessary changes, then click on the Save button afterwards. If you need to abandon any changes, click on the Cancel button.