Keeping your training records right

by Lee Porter 20. May 2016 10:44

Our Training management software (part of CompanyControls.net and EW Assist) now offers the ability to have multiple training modules within a training course that can be individually completed over time before completing the master training course.  This would be useful for long term training or training that has a number of elements connected to it.  Examples of training that would benefit from this type of approach would be induction training, on the job experience training or College courses.

Not only does this offer a better view of outstanding training but it also shortens the list of training for the employee so as not to have long and confusing lists of individual elements but a clear view of training achieved.

Take a look for free here

Super filter improvements

by Lee Porter 17. May 2016 11:42
The super filter on the People page now offers a filter to show staff coming near their start date anniversary and their birthdays as well as the end of their probabtion periods.

NEW FEATURE: Visitor Log

by Lee Porter 11. September 2015 09:29
Visitor logging is now available by going to Directory > Visitors.  Your staff can prebook their visitors and give reception a better idea of who to expect or book as they walk through the door.  It also gives you a clear view of who is still in the building for fire regulations.

New Leave Year Tasks

by Lee Porter 6. January 2015 11:27

WORKING YEAR CALENDAR 

When a new leave year approaches you will want to make sure a working year calendar exists to cover the period of time.  You can do this by going to Admin > Settings > Calendars > Your Calendars and click on the name of each working year calendar (NOTE: there may be more than one but you only need to consider calendars that have users using them (shown by the 3rd column of 'Num Users')).  Once the calendar is open you should check to see that the next leave year is covered by the Calendar Set Periods (i.e. the years).  If you need to add another year you should increase the 'Num Periods' by 1 (e.g. from 4 to 5) and submit.  This will add the next year to the Calendar Set Periods.  You should check that the Public Holidays, if any are added, are correct and you can remove and add more if needed.

Not having a working year calendar for a year will STOP ANY LEAVE BEING BOOKED THAT FALLS IN THAT YEAR. 

MANDATORY HOLIDAY CALENDAR

This is a similar task to the above but instead of bank holidays and non working days it holds leave days that are forced booked for anyone who uses that Mandatory Calendar.  It is good practice to have a year in the Mandatory calendar added for each year in the working year calendar, even if there are no mandatory dates in the calendar.

LEAVE CYCLES

When a working year calendar is available, then just by booking a leave request will automatically add the leave year if it doesn't already exist.  If you would prefer to add all the leave years for all staff you can do so by going to Admin > System Functionality > Leave > Leave Cycles > Next Year.

MISC

A few jobs to consider:

Any leave rules that work across dates such as management meetings (Admin > System Functionality > Leave > Absence Rules)

Cancel any draft leave thats not needed (Admin > System Functionality > Leave > Current Draft Requests)

Approve or reject any leave that is waiting for approval that's in the past

Add any manual adjustments to individuals leave years for things like extra days for length of service

Types of document

by Lee Porter 28. November 2014 19:33

Files of scanned or saved documents can be uploaded to support various records such as sick notes, training records, drivers' licences or contracts through your software.  On all pages we have added a few examples of the types of documents you may want to upload but you can add to these.

Firstly you should find the page where the new document would best fit e.g. apprentice aggreements on the employee's personal documents page or industry membership cards on the Work Documents page.  Then go to Admin > Files and click 'Add New' next to Bulk File headers:

The File Class corresponds to the best fit page and the File Name is the new type of document such as Medical Review Report, Accident Risk Assessment or training location map/directions.  

Click Add and the new document type will be available to upload files to.

Equality and Diversity Module

by Lee Porter 15. July 2014 15:11

EQUALITY AND DIVERSITY
 
Keeping this information can be time consuming but We makes it easy to capture.  The questions and possible answers, which are available to edit and add to, are only available to your employees.  The reporting of this information is at a company level.  This is particularly important as the answers to these questions are often very personal.  The questions cover length of service, age, sex, Ethnicity, Disability, sexual orientation and religion.

 

Work Documents and the super filter

by Lee Porter 11. June 2014 14:45

A range of important documents can be recorded in the Work Document area such as Drivers License, MOTs, insurance, Passport and Visas.  Each one with an expiry date.

When looking at your list of People the Super Filter (in the search area) can look for any Work Document that are expired, expiring in 8 weeks or 4 weeks and just show any people it finds.  The date(s) that meet the Super Filters criteria are highlighted in red, orange or yellow to clearly show the offending document and the urgency of its renewal.

Employee notes

by Lee Porter 17. March 2014 11:30

You can capture notes for an employee at People > Employee Name > Person (dropdown) > Work/Edit

 

Access and permissions

by Lee Porter 6. March 2014 09:58

We protect your information in a number of ways.  Firstly the site role give minimal (User), senior management (Management) and Administrative (Client Admin) access to the site. 

Welcome emails are only sent when you are ready to do so.  If the user doesn't receive a Welcome email then they can not login in. 

Line managers of groups can automatically see and manage the employees in their group, even if they are minimal users.

Furthermore Functionality Roles can be given to minimal users to extend their access into the specific areas that they need to see.

Change your Sickness Types

by Lee Porter 5. March 2014 16:12
Sometimes your sickness types that are included in your site by default might need to be changed and now you can by going to Admin > System Functionality > Sickness > Sickness Types.  from here you can add new sickness categories and edit and remove existing ones.

Powered by BlogEngine.NET 1.4.5.0
Theme by Mads Kristensen