Contact History

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(Creating Contact History)
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# Select the Employee folder.
 
# Select the Employee folder.
 
# Select the desired Employee from the list.
 
# Select the desired Employee from the list.
# Select the Contact History sub-folder.
+
# Select the Contact History sub-folder from the left side menu.
# Select the <b>Create</b> button.
+
# Select the <b>[Add New Record]</b> button.
 
# Fill in the fields.
 
# Fill in the fields.
 
# Select the <b>Save</b> button.
 
# Select the <b>Save</b> button.
 
<b>Mandatory fields are marked in bold, the record will not be saved unless the mandatory fields are filled in first.</b>
 
<b>Mandatory fields are marked in bold, the record will not be saved unless the mandatory fields are filled in first.</b>
 
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The Subscribe-HR Outlook Plugin can be used to automatically copy information received in outlook, from a specific employee, directly into their Subscribe-HR Employee Record (Contact History Sub-Folder). The unique identifier that is use is the employee e-mail address. To copy from an e-mail in outlook, right click on the e-mail you would like to copy and Select "Send to Subscribe-HR". Please note, to activate the outlook plugin, please ask use and we can provide you with the install for this.
 
 
 
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[[File:subscribehr_logo.gif]]
 
[[File:subscribehr_logo.gif]]

Revision as of 15:14, 2 July 2017

Creating Contact History

  1. After logging into Subscribe-HR, select the "Human Resources" TAB.
  2. Select the Employee folder.
  3. Select the desired Employee from the list.
  4. Select the Contact History sub-folder from the left side menu.
  5. Select the [Add New Record] button.
  6. Fill in the fields.
  7. Select the Save button.

Mandatory fields are marked in bold, the record will not be saved unless the mandatory fields are filled in first.



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