Certificates and Licences
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==Certificates and Licences== | ==Certificates and Licences== | ||
| − | Certificates and Licences allow you to record any | + | Certificates and Licences allow you to record any Certificates and Licences the employee may have obtained. This will also allow you to perform reporting and comparisons against other employees. |
| + | <br> | ||
| + | <br> | ||
| + | For Team Dashboard Users - If the CVCheck APP is installed, Certificate and Licence check information will be found in here. CVCheck Records will have a Check ID. Please ensure correct Mappings are done in the CVCheck APP so that CVCheck Certificate and Licence Check Record Types appear in here correctly. | ||
| + | <br> | ||
| + | <br> | ||
| + | Please note: If you are using e-Recruitment and Core-HR, when you hire an Applicant using the New Employee Transfer Tool, any Certificate and Licence information including attachments will be carried across from e-Recruitment to Core-HR. Applicant Compliance Check information moved from Recruitment to Core-HR Team Dashboards can be managed in the Compliance Widget for P&C Users. The from Applicant Folder in the Compliance Widget for Certificate and Licences will allow users to Verify a Record to them manage this for the Employee including Running refresh checks with CVCheck. | ||
| + | <br> | ||
| + | <br> | ||
| + | Manual Subscribe-HR checks information can be record for this item, through the relevant Widget (Vacancy Management Widget in Team Dashboards). Select the relevant "Action" to do this. | ||
===Creating Certificates and Licences for an Employee=== | ===Creating Certificates and Licences for an Employee=== | ||
| − | # After logging into Subscribe-HR, select | + | # 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. | # Select the desired employee. | ||
| − | # Select the '''Certificates and Licenses''' sub-folder. | + | # Select the '''Certificates and Licenses''' sub-folder from the left side menu. |
| − | # Select the ''' | + | # Select the '''[Add New Record]''' button. |
# Fill in the fields. | # Fill in the fields. | ||
# Select the <b>Save</b> button. | # Select the <b>Save</b> button. | ||
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<td width="458">Enter the percentage that cost centre 2 will be | <td width="458">Enter the percentage that cost centre 2 will be | ||
responsible for.</td> | responsible for.</td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="232">CVCheck ID</td> | ||
| + | <td width="458">ID related to CVCheck.</td> | ||
</tr> | </tr> | ||
<tr> | <tr> | ||
Latest revision as of 02:21, 15 February 2023
Contents
Certificates and Licences
Certificates and Licences allow you to record any Certificates and Licences the employee may have obtained. This will also allow you to perform reporting and comparisons against other employees.
For Team Dashboard Users - If the CVCheck APP is installed, Certificate and Licence check information will be found in here. CVCheck Records will have a Check ID. Please ensure correct Mappings are done in the CVCheck APP so that CVCheck Certificate and Licence Check Record Types appear in here correctly.
Please note: If you are using e-Recruitment and Core-HR, when you hire an Applicant using the New Employee Transfer Tool, any Certificate and Licence information including attachments will be carried across from e-Recruitment to Core-HR. Applicant Compliance Check information moved from Recruitment to Core-HR Team Dashboards can be managed in the Compliance Widget for P&C Users. The from Applicant Folder in the Compliance Widget for Certificate and Licences will allow users to Verify a Record to them manage this for the Employee including Running refresh checks with CVCheck.
Manual Subscribe-HR checks information can be record for this item, through the relevant Widget (Vacancy Management Widget in Team Dashboards). Select the relevant "Action" to do this.
Creating Certificates and Licences for an Employee
- 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 desired employee.
- Select the Certificates and Licenses sub-folder from the left side menu.
- Select the [Add New Record] button.
- Fill in the fields.
- Select the Save button.
Mandatory fields are marked in bold, the record will not be saved unless mandatory fields are filled in first.
Certificate and Licences fields explained
| Field Name | Description |
| Date Achieved | The date the certificate or licence was achieved |
| Certificate / Licence Type | The certificate or licence that the
employee has obtained. If this does not appear in this drop down, you will have to create this certificate and licence from the code library. |
| Cost | The cost of obtaining the certificate or licence. |
| Expiry | The date, if there is an expiry date on the certificate or licence. |
| Previous Employment | Select if the certificate or licence was obtained when at a previous employer. |
| Obtained Where | The institute where the certificate or licence was obtained. |
| Notes | Any notes on the employee or certificate and licence |
| Cost Centre 1 | Select the cost centre responsible for the cost
of the certificate or licence. |
| Cost Centre 1 Percentage | Enter the percentage that cost centre 1 will be responsible for. |
| Cost Centre 2 | Select the cost centre responsible for the cost
of the certificate or licence, if there are multiple cost
centres responsible. |
| Cost Centre 2 Percentage | Enter the percentage that cost centre 2 will be responsible for. |
| CVCheck ID | ID related to CVCheck. |
| Attachments | Attachments field only appears after the first
save of the record. |
Certificate and Licence Type
If the Certificate and Licence type does not appear in the drop down, you will need to create the Certificate and Licence type in the code library before continuing.
Adding values to an existing Code Library
- Select the Maintenance TAB.
- Select the Code Library folder.
- You will see a list of Library Codes, locate the Certificate / Licences Type and select it.
- Select the Codes subfolder from the left menu.
- Select the create button.
- Enter the value into the Code name field.
- Select the Save button.
Fields marked in bold are mandatory and must be filled in before the benefit can be saved
Code Fields Explained
| Field Name | Description |
| Selected by Default | If you want this value to be the default in the drop down then check this field. |
| Code | System recognised code name.
|
| Code name | The value you wish to appear in the drop down |
| Code short name | |
| Code numeric representation | |
| Other name | |
| Category code |
