Home Forums Simply Safety! Discussion Group Simply Safety! Version 6 Using the Personnel Record in the People Sub Module

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    • Add / Edit a PPE Issued Record
      1. From the Main Menu, click People
      2. Click on People again
      3. Double click on the specific Personnel Record.
      4. Click on the PPE tab
      5. Click the drop-down arrow to select a PPE type from the list then move through the fields to input other information.
      6. To edit a record on this tab, put the cursor in the appropriate column and modify the information as necessary.
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    • Add / Edit an Absenteeism Record
      1. Click ‘Add’ on the ‘Absent' tab of the Personnel Record.
      2. The ‘Absenteeism' record window will appear. Input the appropriate information.
      3. Click ‘Save’ when complete.
      4. Any new records will be saved both on this tab and to the ‘Absenteeism’ sub-module.
      5. Click on the Absent tab
      6. Double-click to open an existing Absent record.
      7. The ‘Absenteeism’ record window will appear. Make the appropriate changes.
      8. Click ‘Save’ when complete.
      9. Any changes will appear both on this tab and on the related record in the Absenteeism sub-module.
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    • Add / Edit Driver’s License Information
      1. From the Main Menu, click People
      2. Click on People again
      3. Double click on the specific Personnel Record.
      4. Click on the Drivers license (DL) tab
      5. Click ‘Add’ underneath the driving infraction window on the ‘DL’ tab.
      6. Enter in the appropriate information.
      7. Click ‘Save’ when complete.
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    • Add a Medical Test Record
      1. From the Main Menu, click People
      2. Click People again
      3. Double click on the specific Personnel Record
      4. Click on the Medical tab
      5. Click ‘Add’ on the ‘Medical’ tab.
      6. The ‘Medical Test’ record window will appear. Enter the relevant information.
      7. Click ‘Save’ when complete.

      * The new record will appear both on this tab and on the related record in the People > Medical Tests sub-module.

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    • Add or Edit a Discipline Record
      1. From the Main Menu, click People
      2. Click on People again
      3. Double Click on the specific Personnel Record.
      4. Click on the Discipline tab
      5. Click ‘Add’ to create a new record, or double-click to open and edit an existing record.
      6. The ‘Disciplinary Action’ data window will appear. Enter the appropriate information.
      7. Click ‘Save’ when complete.
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    • Edit a Damage Incident Record
      1. From the Main Menu, click People
      2. Click on People again
      3. Double click on the specific Personnel Record
      4. Click on the Damage tab
      5. Double-click to open the appropriate record.
      6. The ‘Property/ Environmental Damage’ record will appear. Edit the information as required.
      7. Click ‘Save’ when complete.

      * Any changes will appear both on this tab and on the related record in the Incidents > Damage Incident sub-module.

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    • Edit a Medical Test Record
      1. From the Main Menu, click People
      2. Click People again
      3. Double click on the specific Personnel Record
      4. Click on the Medical tab
      5. Click ‘Edit’ on the ‘Medical’ tab.
      6. The ‘Medical Test’ record window will appear. Make the necessary changes.
      7. Click ‘Save’ when complete.

      * The altered record will appear both on this tab and on the related record in the People > Medical Tests sub-module.

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    • Edit an Injury Record
      1. From the Main Menu, click People
      2. Click People again
      3. Double click on the specific Personnel Record.
      4. Click on the Injuries tab
      5. Double-click the record to be edited.
      6. The related ‘Injury Record’ will open. Edit the information as necessary.
      7. Click ‘Save’ when complete.

      * Changes will be reflected both on this tab and on the related record in the ‘Injuries’ sub-module.

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    • Inactivate or Re-Activate an Employee
      1. From the Main Menu, click People
      2. Click on People again
      3. Open the appropriate personnel record.
      4. Click the ‘Privacy’ tab.
      5. On the bottom of the window, make sure that the employee’s ‘Date Hired’ field is populated (MM/dd/yyyy) then follow through the other fields inputting the appropriate information as appropriate.
      6. Click Save

      * Once the ‘Layoff Date’ or ‘Terminated Date’ field is populated (MM/dd/yyyy), the employee will be deemed ‘Inactive’.

      * The ‘Hired’ and ‘Inactive’ dates will appear in the corresponding fields on the ‘Main’ tab.

      * The employee can be made active again, by entering a new ‘Date Hired’ via the ‘Privacy’ tab, under the previous ‘Date Hired’.

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    • View an Employee’s Course Assignment
      1. Double click on the specific Personnel Record.
      2. Click on the Training tab
      3. Click on 'View Course Assignment' to see how the employee is connected to courses by People Type, Site, Individual and by Job Title.
      4. Scroll up and down in each field to see the complete listing.
      5. Click 'OK' when done.
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