Employee record - other tab
Within the other tab, we have given you the ability to record a variety of additional details, we have also provided a notes section. Within manage look ups you can create options to appear within all various dropdown lists. There are also date fields that can be linked to alerts within the alert configuration.
Click on the link below to go to the appropriate tab you wish to review
Employee record - other tab#Cars
Employee record - other tab#Equipment
Employee record - other tab#Projects
Employee record - other tab#Notes
Employee record - other tab#Accidents
Lookup dropdowns & alerts for this section
Cars
You can use this section to record car details, and tick if its a personal car as well. There is a dropdown list of Fuel Types, which you can add to via manage lookups. All date fields can be typed in or use the calendar picker that appears. The licence review date can be linked to an alert in alert configuration. You can have multiple records against an employee, use create to start a new record and save once complete.
Equipment
The type dropdown list can be built within manage lookups allowing you to record any equipment you have. You can mark as lost or returned, and have free text fields for reference and comments if required.
You can have multiple records against an employee, use create to start a new record and save once complete.
Projects
Both project and task have configurable dropdowns. You can also set an alert against the end date field with alert configuration.
Notes
We have provided a notes section, this is simply a date picker and a free text box.
Expression of wish
The details you enter here will be shown within the employee's MyHR section. This can be added by them instead, during onboarding and updated by them within MyHR.
Accidents
The type and status dropdowns can be built within manage lookups. Both person and reporter fields will have all employees within your system in the list. The reviewer dropdown field will only have employees with manager status. There is a 24 hour time field as well as your date picker. This can be directly keyed in, or use the up and down arrows to select your time.
Lookup dropdowns & alerts for this section
Here is the list of dropdown lists and alerts can configure for the personal section. Go to manage lookups to find out how to add or change your dropdown lists and alert configuration to set up your reminders.
Other section | ||
Where in People Manager | Name of dropdown | Name within manage lookups |
---|---|---|
Cars tab | Fuel type | Fuel types |
Equipment tab | Type | Equipment types |
Projects tab | Project | Projects |
Projects tab | Task | Task details |
Expression of wish tab | Relation | Contact types |
Accidents tab | Type | Accident type |
Accidents tab | Status | Accident status |
Other section: | ||
Where in People Manager | Name of date field | Name within alert configuration |
---|---|---|
Cars tab | Licence review | Driving licence review |
Projects tab | End date | Project end date |