Difference between revisions of "Certificates and Licences"

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__TOC__
 
__TOC__
  
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==Applicant Vacancies==
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=Certificates and Licences=
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Applicant
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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.
  
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===Creating Certificates and Licences for an Employee===
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==Creating Certificates and Licences for an Employee==
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# After logging into the Subscribe-HR portal, select the Human Resources TAB
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# After logging into the Subscribe-HR portal, select the <b>Human Resources</b> TAB
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# Select the Employee folder.
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# Select the <b>Employee</b> Folder.
 
# Select the desired employee.
 
# Select the desired employee.
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# Select the '''Certificates and Licenses''' sub-folder.
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# Select the <b>Certificates and Licenses</b> SubFolder.
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# Select the '''create''' button.
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# Select the [Add new record] button.
 
# Fill in the fields.
 
# Fill in the fields.
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# Select the <b>Save</b> button.
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# Select the [Save] button.
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<b>Mandatory fields are marked in bold, the record will not be saved unless mandatory fields are filled in first.</b>
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===Certificate and Licences fields explained===
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<b>Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first.</b>
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<table border="1" width="700px" id="table3" cellspacing="0">
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<tr>
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<td width="232"><b><font face="Arial" size="2">Field Name</font></b></td>
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<td width="458"><b><font face="Arial" size="2">Description</font></b></td>
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</tr>
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<tr>
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<td width="232">Date Achieved</td>
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<td width="458">The date the certificate or licence was achieved</td>
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</tr>
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<tr>
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<td height="23" width="232">Certificate / Licence Type</td>
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<td height="23" width="458">The certificate or licence that the
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employee has obtained. If this does not appear in this drop
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down, you will have to create this certificate and licence from
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the code library.</td>
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</tr>
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<tr>
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<td width="232">Cost</td>
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<td width="458">The cost of obtaining the certificate or
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licence.</td>
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</tr>
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<tr>
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<td width="232">Expiry</td>
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<td width="458">The date, if there is an expiry date on the
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certificate or licence.</td>
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</tr>
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<tr>
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<td width="232">Previous Employment</td>
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<td width="458">Select if the certificate or licence was
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obtained when at a previous employer.</td>
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</tr>
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<tr>
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<td width="232">Obtained Where</td>
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<td width="458">The institute where the certificate or licence
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was obtained.</td>
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</tr>
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<tr>
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<td width="232">Notes</td>
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<td width="458">Any notes on the employee or certificate and
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licence</td>
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</tr>
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<tr>
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<td width="232">&nbsp;</td>
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<td width="458">&nbsp;</td>
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</tr>
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<tr>
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<td width="232">Cost Centre 1</td>
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<td width="458">Select the cost centre responsible for the cost
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of the certificate or licence.<br>
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The cost centre fields appear only if a value is entered into
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the cost field.</td>
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</tr>
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<tr>
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<td width="232">Cost Centre 1 Percentage</td>
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<td width="458">Enter the percentage that cost centre 1 will be  
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responsible for.</td>
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</tr>
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<tr>
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<td width="232">Cost Centre 2</td>
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<td width="458">Select the cost centre responsible for the cost
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of the certificate or licence, if there are multiple cost
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centres responsible.<br>
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The cost centre fields appear only if a value is entered into
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the cost field.</td>
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</tr>
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<tr>
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<td width="232">Cost Centre 2 Percentage</td>
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<td width="458">Enter the percentage that cost centre 2 will be
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responsible for.</td>
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</tr>
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<tr>
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<td width="232">Attachments</td>
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<td width="458">Attachments field only appears after the first  
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save of the record.<br>
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Select the Click here to upload, to upload a document, or
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scanned image of the certificate or licence.</td>
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</tr>
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</table>
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<br>
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===Certificate and Licence Type===
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===Certificate and Licences fields explained===
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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.
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<table border="1" width="100%" id="table3" cellspacing="0">
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===Adding values to an existing Code Library===
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# Select the Maintenance TAB.
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# Select the Code Library folder.
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# You will see a list of Library Codes, locate the '''Certificate / Licences Type''' and select it.
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# Select the Codes subfolder from the left menu.
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# Select the create button.
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# Enter the value into the <b>Code name</b> field.
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# Select the Save button.
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<b>Fields marked in bold are mandatory and must be filled in before the benefit can be saved</b>
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<br>
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<br>
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===Code Fields Explained===
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<table border="1" width="700" id="table1" cellspacing="1">
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<tr>
 
<tr>
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<td width="150"><b><font face="Arial" size="2">Field Name</font></b></td>
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<td width="232"><b><font face="Arial" size="2">Field Name</font></b></td>
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<td width="550"><b><font face="Arial" size="2">Description</font></b></td>
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<td width="458"><b><font face="Arial" size="2">Description</font></b></td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
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<td width="150"><font face="Arial" size="2">Selected by Default</font></td>
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<td width="232">Date Achieved</td>
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<td width="550"><font face="Arial" size="2">If you want this value to be
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<td width="458">The date the certificate or licence was achieved</td>
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the default in the drop down then check this field.</font></td>
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</tr>
 
</tr>
 
<tr>
 
<tr>
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<td width="150"><font face="Arial" size="2">Code</font></td>
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<td height="23" width="232">Certificate / Licence Type</td>
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<td width="550"><font face="Arial" size="2">System recognised code name.
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<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>
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<br>
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The code field should be unique and not have any spaces in the name
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entered. <br>
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Example: fulltime &lt;b&gt;NOT&lt;/b&gt; Full Time <br>
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This field is auto-generated if left blank.</font></td>
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</tr>
 
</tr>
 
<tr>
 
<tr>
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<td width="150"><font face="Arial" size="2">Code name</font></td>
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<td width="232">Cost</td>
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<td width="550"><font face="Arial" size="2">The value you wish to appear
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<td width="458">The cost of obtaining the certificate or licence.</td>
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in the drop down</font></td>
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</tr>
 
</tr>
 
<tr>
 
<tr>
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<td width="150"><font face="Arial" size="2">Code short name</font></td>
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<td width="232">Expiry</td>
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<td width="550">&nbsp;</td>
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<td width="458">The date, if there is an expiry date on the certificate or licence.</td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
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<td width="150"><font face="Arial" size="2">Code numeric representation</font></td>
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<td width="232">Previous Employment</td>
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<td width="550">&nbsp;</td>
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<td width="458">Select if the certificate or licence was obtained when at a previous employer.</td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
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<td width="150"><font face="Arial" size="2">Other name</font></td>
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<td width="232">Obtained Where</td>
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<td width="550">&nbsp;</td>
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<td width="458">The institute where the certificate or licence was obtained.</td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
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<td width="150"><font face="Arial" size="2">Category code</font></td>
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<td width="232">Notes</td>
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<td width="550">&nbsp;</td>
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<td width="458">Any notes on the employee or certificate and licence</td>
 
</tr>
 
</tr>
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</table>
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<!-- <tr>
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<td width="232">&nbsp;</td>
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<td width="458">&nbsp;</td>
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</tr>
 +
<tr>
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<td width="232">Cost Centre 1</td>
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<td width="458">Select the cost centre responsible for the cost of the certificate or licence.<br>
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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>
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<td width="458">Enter the percentage that cost centre 1 will be responsible for.</td>
 +
</tr>
 +
<tr>
 +
<td width="232">Cost Centre 2</td>
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<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>
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<td width="458">Enter the percentage that cost centre 2 will be responsible for.</td>
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</tr>-->
 +
<tr>
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<td width="232">Attachments</td>
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<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===
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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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[[File:subscribehr_logo.gif]]
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<br><br>[[File:subscribehr_logo.gif]]

Latest revision as of 01:20, 22 April 2013

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

  1. After logging into the Subscribe-HR portal, select the Human Resources TAB
  2. Select the Employee Folder.
  3. Select the desired employee.
  4. Select the Certificates and Licenses SubFolder.
  5. Select the [Add new record] button.
  6. Fill in the fields.
  7. 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.



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