When the HR Module is enabled/turned on, you will have the following new features enabled: In the employee’s profile: Notes – read more here Files – read more here Training/Onboarding – read more here Asset Tracking – read more here In MANAGE MY BUSINESS Asset Tracking – here you can create new assets and […]
How do I add employee files
Go to the employee record and click the FILES tab. To add a file, click UPLOAD FILE To edit or delete a file, click it to bring up the details of the file (in this case click “Performance Review Jan 1”). You can now Download the file Rename the file Copy the file Delete the […]
How do I add employee assets
To add employee assets you will need to add asset types. To add asset types, go to MANAGE MY BUSINESS->MANAGE ASSET TRACKING TYPES Click ADD to create a new asset type. ** You can require employees to check IN and OUT assets as an option, for example if you want to know which radio […]
How do I add employee notes
Go to the employee record and click the NOTES tab. To add a note, click ADD A NEW NOTE. Complete the form and click ADD. To delete a note, click the DELETE link on the line of the note. To edit a note, click the EDIT link on the line of the note.
What Are the TimeWellScheduled HR Modules?
How Do I Manage Training Items
Go to Manage My Business->Manage Training Items To add a new item, click ADD To edit or delete an existing item, find the item and click EDIT or DELETE. When you click to ADD or EDIT, you can enter the name, website (optional) and select a group. The frequency indicates if it’s a one-time review […]
How Do I Manage Files For Training Items
Go to Library On the left side is a folder called Training Materials. When you click the folder, any previously uploaded material will be displayed to the right. To add a new file, click NEW and select UPLOAD FILE To make changes to the file (ex. File details, etc), click the file and select from […]
What Do Employees See And How Do They Review?
When an employee logs in, they will see the training module and upcoming items to review. An employee can click the link to load the file or if the link is a website, load it. After reviewing, they will click I’ve Reviewed This! The employee will be prompted to confirm When they do, an email […]
How Do I See Who Is Due For Training?
Go to Training in the menu. You will see a list of all OVERDUE and UPCOMING training items. You can search by employee name or training item
How Do I Manage Training Groups
Groups allow you to put similar items in the same group. Go to Manage My Business->Manage Training Groups To add a new group, click ADD To edit or delete an existing group, find the group and click EDIT or DELETE.