Contact History

From Subscribe-HR Wiki Help
Jump to: navigation, search
(Creating Contact History)
(Creating Contact History)
 
(2 intermediate revisions by the same user not shown)
Line 5: Line 5:
  
 
===Creating Contact History===
 
===Creating Contact History===
# After logging into Subscribe-HR, select the "Human Resources" TAB.
+
# After logging into the Subscribe-HR HCM Platform, select "HUMAN RESOURCES" on the left hand side from the navigation area.  
 
# 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>
 
<br/>
 
<br/>
<br/>
 
The Subscribe-HR Outlook Pluging 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.
 
 
 
<br><br>
 
<br><br>
  
  
 
[[File:subscribehr_logo.gif]]
 
[[File:subscribehr_logo.gif]]

Latest revision as of 06:51, 3 December 2018

Creating Contact History

  1. After logging into the Subscribe-HR HCM Platform, select "HUMAN RESOURCES" on the left hand side from the navigation area.
  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.



Subscribehr logo.gif