Difference between revisions of "Certificates and Licences"
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| − | = | + | =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. | |
| − | + | ==Creating Certificates and Licences for an Employee== | |
| − | # After logging into the Subscribe-HR portal, select the Human Resources TAB | + | # After logging into the Subscribe-HR portal, select the <b>Human Resources</b> TAB |
| − | # Select the Employee | + | # Select the <b>Employee</b> Folder. |
# Select the desired employee. | # Select the desired employee. | ||
| − | # Select the | + | # Select the <b>Certificates and Licenses</b> SubFolder. |
| − | # Select the | + | # Select the [Add new record] button. |
# Fill in the fields. | # Fill in the fields. | ||
| − | # Select the | + | # Select the [Save] button. |
| − | <b>Mandatory fields are marked | + | |
| + | <b>Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first.</b> | ||
===Certificate and Licences fields explained=== | ===Certificate and Licences fields explained=== | ||
| − | <table border="1" width=" | + | <table border="1" width="100%" id="table3" cellspacing="0"> |
| − | <tr> | + | <tr> |
| − | <td width="232"><b><font face="Arial" size="2">Field Name</font></b></td> | + | <td width="232"><b><font face="Arial" size="2">Field Name</font></b></td> |
| − | <td width="458"><b><font face="Arial" size="2">Description</font></b></td> | + | <td width="458"><b><font face="Arial" size="2">Description</font></b></td> |
| − | </tr> | + | </tr> |
| − | <tr> | + | <tr> |
| − | <td width="232">Date Achieved</td> | + | <td width="232">Date Achieved</td> |
| − | + | <td width="458">The date the certificate or licence was achieved</td> | |
| − | + | </tr> | |
| − | + | <tr> | |
| − | + | <td height="23" width="232">Certificate / Licence Type</td> | |
| − | + | <td height="23" width="458">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.</td> | |
| − | + | </tr> | |
| − | + | <tr> | |
| − | + | <td width="232">Cost</td> | |
| − | + | <td width="458">The cost of obtaining the certificate or licence.</td> | |
| − | + | </tr> | |
| − | + | <tr> | |
| − | + | <td width="232">Expiry</td> | |
| − | + | <td width="458">The date, if there is an expiry date on the certificate or licence.</td> | |
| − | + | </tr> | |
| − | + | <tr> | |
| − | + | <td width="232">Previous Employment</td> | |
| − | + | <td width="458">Select if the certificate or licence was obtained when at a previous employer.</td> | |
| − | + | </tr> | |
| − | + | <tr> | |
| − | + | <td width="232">Obtained Where</td> | |
| − | + | <td width="458">The institute where the certificate or licence was obtained.</td> | |
| − | + | </tr> | |
| − | + | <tr> | |
| − | + | <td width="232">Notes</td> | |
| − | + | <td width="458">Any notes on the employee or certificate and licence</td> | |
| − | + | </tr> | |
| − | + | <!-- <tr> | |
| − | + | <td width="232"> </td> | |
| − | + | <td width="458"> </td> | |
| − | + | </tr> | |
| − | + | <tr> | |
| − | + | <td width="232">Cost Centre 1</td> | |
| − | + | <td width="458">Select the cost centre responsible for the cost of the certificate or licence.<br> | |
| − | + | The cost centre fields appear only if a value is entered into the cost field.</td> | |
| − | + | </tr> | |
| − | + | <tr> | |
| − | + | <td width="232">Cost Centre 1 Percentage</td> | |
| − | + | <td width="458">Enter the percentage that cost centre 1 will be responsible for.</td> | |
| − | + | </tr> | |
| − | + | <tr> | |
| − | + | <td width="232">Cost Centre 2</td> | |
| − | + | <td width="458">Select the cost centre responsible for the cost of the certificate or licence, if there are multiple cost centres responsible.<br> | |
| − | + | The cost centre fields appear only if a value is entered into the cost field.</td> | |
| − | + | </tr> | |
| − | + | <tr> | |
| − | + | <td width="232">Cost Centre 2 Percentage</td> | |
| − | + | <td width="458">Enter the percentage that cost centre 2 will be responsible for.</td> | |
| − | + | </tr>--> | |
| − | + | <tr> | |
| − | + | <td width="232">Attachments</td> | |
| − | + | <td width="458">Attachments field only appears after the first save of the record.<br> | |
| − | + | Select the Click here to upload, to upload a document, or scanned image of the certificate or licence.</td> | |
| − | + | </tr> | |
| − | + | </table> | |
| − | + | ||
| − | + | ===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 <b>Code Library</b> before continuing. | |
| − | + | ||
| − | + | ===Adding values to an existing Code Library=== | |
| − | + | Select this link [[Adding-data-to-the-lookup-table#Adding_values_to_an_existing_Code_Library|Adding values to an existing Code Library]] and select <b>Certificate / Licences Type</b> from the list of Library Codes. | |
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Latest revision as of 01:20, 22 April 2013
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.
Creating Certificates and Licences for an Employee
- After logging into the Subscribe-HR portal, select the Human Resources TAB
- Select the Employee Folder.
- Select the desired employee.
- Select the Certificates and Licenses SubFolder.
- Select the [Add new record] button.
- Fill in the fields.
- Select the [Save] button.
Mandatory fields are marked with Red Asterisk, 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 |
| Attachments | Attachments field only appears after the first save of the record. Select the Click here to upload, to upload a document, or scanned image of the certificate or licence. |
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 this link Adding values to an existing Code Library and select Certificate / Licences Type from the list of Library Codes.
