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Employee record - other tab

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

Expression of wish

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.  

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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.  

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Projects 

Both project and task have configurable dropdowns. You can also set an alert against the end date field with alert configuration

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Notes 

We have provided a notes section, this is simply a date picker and a free text box. 

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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. 

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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.

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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

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