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Users within a specific role have the ability to add personnel details into the system.

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This can be done via the Job Vacancy dataset (follow Step 1 to Step 7) and the Personnel Details dataset (select Personnel Details dataset, add new and follow Step 8 onwards)

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Locate the Job Vacancy Dataset

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  1. Select the HR category, then Job Vacancies:
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\"Job

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Locate the Job Vacancy

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  1. Enter as much criteria into the search fields as possible and select Search:
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\"Job

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  1. Open the record by double clicking on the grey box to the left of the Vacancy Ref No column as shown:
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\"Vacancy

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Select Applicant(s)

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  1. Select the Applicants tab:
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\"Applicants\"

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  1. You can either Open All and use the Next button to search for the correct record, or locate the record from the grid view.
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  2. To open the record, double click on the grey box to the left of the Job Vacancy column as shown:
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\"Job

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  1. Select Functions>Add to Personnel, a new window will appear for New Personnel Details when this function is selected.
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  2. Fill in the relevant fields.
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Note: (Pink = System Generated, Blue = Mandatory):

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FieldDescription
SurnameAutomatically populated from the applicant dataset
First NameAutomatically populated from the applicant dataset
Middle NameEnter the employee’s middle name (if applicable)
TitleAutomatically populated from the applicant dataset
Known as NameMay shorten Jonathon to Jon for example
Availability dateSelect the relevant date from the calendar
MobileAutomatically populated from the applicant dataset
Personnel Details (Hdr)
DOBManually enter or Select from the calendar the date of birth for the employee
NationalitySelect the nationality of the employee
Contract TypeSelect the relevant contract type for the employee
OffshoreSelect the relevant option
Line Manager UserSelect the relevant name
DepartmentSelect the relevant department
Main DisciplineSelect the relevant discipline
ShiftSelect relevant shift type (if applicable)
Personnel SupplierSelect only if the employee is hired via a supplier
Assessment PhaseSelect the relevant assessment phase period
Phase ExpirySelect the relevant date from the calendar
SexSelect the relevant one
Vantage NoEnter the employee’s vantage number (if applicable)
Car Owner (Tickbox)Check this if the employee has a car
CV DateSelect the relevant date from the calendar
Home TelEnter a telephone number (if applicable)
Work TelEnter a telephone number (if applicable)
FaxEnter a fax number (if applicable)
OtherEnter any other contact tel number/fax/pager
Main EmailEnter the main email address for the employee
Other EmailEnter an optional email address (if applicable)
Nearest AirportText field to enter nearest airport details to employee
Personnel FolderThis field will populate when the Save function has been run
Total Offshore Days WorkedThis field will populate whenever the employee is mobilised
Competence LevelSelect the relevant competence level
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  1. Select the Sensitive Data tab.
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Fill in the relevant fields.

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FieldDescription
Salary BandSelect the relevant band
Current AgeEnter the current age
National Insurance NoEnter the NI number for the employee
Medical Card NoEnter the medical card no for the employee (if applicable)
Allergies or Any Known IllnessesText field to hold allergy/illness information
Full or Part TimeSelect relevant option
Employment Start DateSelect relevant date from calendar
Probation End DateSelect relevant date from calendar
Eligible to Join PensionThis field will populate to the same date as the Probation End Date
Date Joined PensionSelect the relevant date from the calendar
Leaving DateSelect the relevant date from the calendar
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Select Save.

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You will be alerted how many records were added to the Personnel Check List tab (These tasks are set up in the Group Company record against the Personnel Checklist Template dataset):-

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\"Personnel

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  1. There are many tabs within the Personnel Details dataset, select New Record to view which tabs can have records added against them, or select each tab individually and hit Insert on your keyboard to add a record.
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Add Personal Personnel Details

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Personnel Addresses

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  1. Select the Personnel Addresses tab, if an address has not populated from an Applicant dataset, select New Record>Personnel Addresses or hit Insert on your keyboard.
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Fill in the relevant fields.

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Note: (Pink = System Generated, Blue = Mandatory):

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FieldDescription
Personnel NameThis will automatically populate
Personnel Address TypeSelect the address type from the drop down
Personnel Addresses (Hdr)
Address 1Enter the first line of the address
Address 2Enter the second line of the address
Address 3Enter the third line of the address
CityEnter the city
CountrySelect the relevant country
PostcodeEnter the postcode for the address
PhoneEnter the phone details for the address
FaxEnter the fax details for the address
Date Address CheckedSelect the relevant date from the calendar
Date Moved InSelect the relevant date from the calendar
Date Moved OutSelect the relevant date from the calendar
Use as Personnel Address (Tickbox)Check this if applicable
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Select Close, the record has now been added to the personnel details record.

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Next of Kin

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  1. Select the Next of Kin tab, select New Record>Next of Kin or hit Insert on your keyboard.
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Fill in the relevant fields.

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FieldDescription
Personnel NameThis will automatically populate
Contact TypeSelect the relevant type
Contact SurnameEnter the surname of the contact
Contact First NameEnter the first name of the contact
TitleSelect the title for the contact
RelationshipEnter the relationship details
Main Contact NumberEnter the main contact number for the contact
Next of Kin (Hdr)
Personnel AddressSelect an address from the drop down if contact resides in the same household, this will populate some of the remaining fields
Address 1Enter the first line of the address
Address 2Enter the second line of the address
Address 3Enter the third line of the address
CityEnter the city
CountrySelect the relevant country
PostcodeEnter the postcode for the address
Second Contact NumberEnter a second number if necessary
Third Contact NumberEnter a third number if necessary
Email AddressEnter the contacts email address
Date of BirthEnter the contacts DOB
NotesText field for additional information
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Select Close, the record has now been saved against the Personnel Details.

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Bank Details

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  1. Select the Bank Details tab, select New>Bank Details or hit Insert on your keyboard.
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Fill in the relevant fields.

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Note: (Pink = System Generated, Blue = Mandatory):

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FieldDescription
Personnel NameThis will automatically populate
CurrencySelect the relevant currency
Bank Details (Hdr)
Bank NameEnter the name of the relevant bank
Branch NameEnter the name of the branch
AddressEnter the address
Address 1Enter the address
Address 2Enter the address
CityEnter the City
CountrySelect the country
Post CodeEnter the Postcode
Sort CodeEnter the sort code
Account NoEnter the account number
Roll NoEnter the roll number (if applicable)
Swift NoEnter the swift number (if applicable)
IBAN NoEnter the IBAN number (if applicable)
Acc in Name OfName of the account holder
Account TypeSelect the relevant account type
Norwegian TaxIs the account subject to Norwegian tax
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Select Close, the bank details have now been added to the Personnel Details.

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Salary Details

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  1. Select the Salary Details tab, select New Record>Salary Details or hit Insert on your keyboard.
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Fill in the relevant fields.

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Note: (Pink = System Generated, Blue = Mandatory):

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FieldDescription
Personnel NameThis will automatically populate
From DateSelect the relevant date from the calendar
To DateSelect the relevant date from the calendar (if applicable)
OfficeSelect the relevant office
Job CatSelect the relevant job category
Category CodeSelect the relevant category code (if applicable)
Salary Details (Hdr)
DepartmentSelect the relevant department
Main DisciplineSelect the relevant main discipline
Pay FrequencySelect the relevant pay frequency (weekly/monthly etc.)
Payment CurrencySelect the relevant currency
Notice PeriodSelect the relevant notice period
SalaryEnter a currency amount (if applicable)
Hourly RateEnter a currency amount (if applicable)
Shift RateEnter a currency amount (if applicable)
Offshore Day RateEnter a currency amount (if applicable)
International Day RateEnter a currency amount (if applicable)
On Call RateEnter a currency amount (if applicable)
Overtime RateEnter a currency amount (if applicable)
Sunday RateEnter a currency amount (if applicable)
Fuel Card (Tickbox)Check this if the person is entitled to a fuel card
Part Time (Tickbox)Check this if the person is part time
Car AllowanceEnter a currency amount (if applicable)
ER Pension ContributionEnter a currency amount if the person is in the company pension scheme
DetailsText field for additional details
Special Rate CommentsText field for additional details
Contract IssuedSelect the date from the calendar
Contract ReturnedSelect the date from the calendar
JD PS Issued(Job Description Person Specification), select the date from the calendar
JD PS ReturnedSelect the date from the calendar
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Select the Salary Details Breakdown tab and enter a % amount against the Accrued Holiday Pay % if applicable.

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Select the Salary Review tab, hit Insert and fill in the relevant fields to add in any reviews which have taken place regarding salary for the employee, see How to Add and Amend Salary Details User Guide for more information.

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Select Close, the record has now been saved against the Personnel Details.

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Other Disciplines

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  1. Select the Other Disciplines tab (this is used to keep a record of historical disciplines the employee may have against their career), select New Record>Other Disciplines or hit Insert on your keyboard.
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Fill in the relevant fields.

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Note: (Pink = System Generated, Blue = Mandatory):

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FieldDescription
Personnel NameThis will automatically populate
DisciplineSelect the relevant discipline to add to show historical career
Start DateSelect the relevant start date
End DateSelect the relevant end date
Other Disciplines (Hdr)
NotesText field to contain additional information
Business UnitMay be defaulted, if not, select the relevant business unit
Group CompanyMay be defaulted, if not, select the relevant group company
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Company Benefits

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  1. If the employee is entitled to company benefits, the details can be added within the Benefits tab. Select the Benefits tab then select New Record>Benefits or hit Insert on your keyboard.
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Fill in the relevant fields.

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Note: (Pink = System Generated, Blue = Mandatory):

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FieldDescription
Personnel NameThis will automatically populate
Benefit TypeSelect the relevant benefit type
Unique NumberEnter the unique benefit reference number (if applicable)
Active (Tickbox)Check this if the benefit is active
Benefits (Hdr)
Date of IssueSelect a date from the calendar (if applicable)
Expiry DateSelect a date from the calendar (if applicable)
Benefit DescriptionText field to record additional information pertaining to the Benefit
NotesText field for additional notes
PIP %(Personal Independence Payment) Enter the % amount (if applicable)
PIP CompanyEnter the % amount (if applicable)
PIP DivisionalEnter the % amount (if applicable)
PIP IndividualEnter the % amount (if applicable)
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Select Close from the toolbar, the benefits record has now been added

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Equipment

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  1. If the employee has equipment assigned to them, select the Equipment Issued tab, select New Record>Equipment Issued or hit Insert on your keyboard.
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Fill in the relevant fields.

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Note: (Pink = System Generated, Blue = Mandatory):

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FieldDescription
Personnel NameThis will automatically populate
Equipment DescriptionSelect the relevant equipment description
Unique NumberEnter the equipment number (if applicable)
Equipment Issued (Hdr)
Date of IssueSelect the relevant date from the calendar
SizeEnter the size (if applicable)
Equipment DetailsText field to record equipment details
NotesText field to record additional notes
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Select Close, the equipment has now been added to the personnel details.

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Shifts

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  1. Select the Shift Patterns tab, there may be a record already created, if so, open the record and amend as required. If not, select New Record>Shift Pattern or hit Insert on your keyboard.
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Fill in the relevant fields.

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Note: (Pink = System Generated, Blue = Mandatory):

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FieldDescription
Personnel NameThis will automatically populate
Work Day Start TimeEnter time value
Word Day End TimeEnter time value
Shift Patterns (Hdr)
Monday-Sunday (Tickboxes)Check the days the employee will work
NotesText field to record additional notes
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Note: You can add in multiple records for shifts (for example, Monday-Friday is 9-5, Saturday may be 7-11).

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Select Close, the shift patterns have now been added to the personnel details.

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Personnel Check List

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  1. Select the Personnel Check List tab. There may be records already in place (set up against the Group Company), if so open each one and fill in the relevant fields.
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Note: (Pink = System Generated, Blue = Mandatory):

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FieldDescription
Date CompletedSelect the date from the calendar
Item Received (Tickbox)Check this if the item has been received
NotesText field to record additional notes
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Select Close, the personnel check list has been updated.

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Medical

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  1. Select the Confidential Medical tab, select New Record>Confidential Medical or hit Insert on your keyboard.
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Fill in the relevant fields.

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Note: (Pink = System Generated, Blue = Mandatory):

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FieldDescription
Personnel NameThis will automatically populate
Medical TypeSelect the relavant medical type
Medical Date TimeSelect the date time from the calendar
Expiry DateSelect the date from the calendar (if applicable)
Follow up Required (Tickbox)Check this as true if a follow up is required
Follow up DateSelect the date from the calendar (if applicable)
Confidential Medical (Hdr)
Medical SupplierSelect the relevant supplier
DocumentA document pertaining to the medical can be linked to the record via a file/folder/webpage
NotesText field to record additional information
Historic (Tickbox)Check this as true if the record is historic
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Select Close, the confidential medical record has been added.

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Driving Licence

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  1. Select the Driving Licence tab, select New Record>Driving Licence or hit Insert on your keyboard.
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Fill in the relevant fields.

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Note: (Pink = System Generated, Blue = Mandatory):

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FieldDescription
Personnel NameThis will automatically populate
Driving Licence TypeSelect the relavant type
Driving Licence NumberEnter the driving licence number
Expiry DateSelect the relevant date from the calendar
Driving Licence (Hdr)
Date ReceivedSelect the date the licence was received into HR
Date CheckedSelect the date the licence was checked by HR
NotesText field to record additional notes
Driving LicenceA copy of the licence can be linked via a file/folder/webpage
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Select Close, the driving licence has now been added.

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Passport

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  1. Select the Passport Details tab, select New Record>Passport Details or hit Insert on your keyboard.
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Fill in the relevant fields.

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Note: (Pink = System Generated, Blue = Mandatory):

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FieldDescription
Personnel NameThis will automatically populate
Passport NumberEnter the passport number
Issue CountrySelect the relevant country
Passport Expiry DateSelect the relevant date from the calendar
Passport Details (Hdr)
Issue DateSelect the relevant date from the calendar
Place of IssueEnter the place of issue
NotesText field to record additional notes
Doc LinkA copy of the passport can be linked via a file/folder/webpage
Historic (Tickbox)Check this as true if the passport has expired
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Note: You can select the visa details tab from this screen and add records, or select Close and select the Visa Details tab Step 23, one will update the other.

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Select Close, the Passport Details have now been added.

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Visa

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  1. Select the Visa Details tab, select New Record>Visa Details or hit Insert on your keyboard.
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Fill in the relevant fields.

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Note: (Pink = System Generated, Blue = Mandatory):

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FieldDescription
Personnel NameThis will automatically populate
PassportSelect the relevant passport
Visa Details (Hdr)
Issue CountrySelect the relevant issue country
Visa Valid From DateSelect the relevant date from the calendar
Visa Expiry DateSelect the relevant date form the calendar
Visa DetailsText field to record visa details
NotesText field to record notes
Doc LinkA copy of the visa page can be linked via a file/folder/webpage
Historic (Tickbox)Check this if the visa has expired
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Select Close, the visa detail has now been added.

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Holiday Entitlement

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  1. Select the Holiday Entitlement tab, there may be a record already present, if so open the record and amend if required. If not, select New Record>Holiday Entitlement or hit Insert on your keyboard.
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Fill in the relevant fields.

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Note: (Pink = System Generated, Blue = Mandatory):

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FieldDescription
Personnel NameThis will automatically populate
Effective YearSelect the year if not already populated
DescriptionEnter the holiday entitlement description if not already populated
Holiday Entitlement (Hdr)
DepartmentThis will automatically populate
Annual EntitlementEnter the annual entitlement for the employee
Days Carried OverEnter the amount of days carried over (if applicable)
Lieu DaysEnter the amount of days in lieu (if applicable)
NotesText field to record additional notes
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Select Close, the holiday entitlement has now been added.

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Note: The Timeplanner tab does not require updating, this will populate if and when the employee is mobilised.

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Absence Management

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  1. Select the Absence Management tab to enter absence records for the employee, select New Record>Absence Management or hit Insert on your keyboard.
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Fill in the relevant fields.

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Note: (Pink = System Generated, Blue = Mandatory):

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FieldDescription
Start DateFirst date the employee is absent from
End DateEnd date the employee is absent to
No of DaysEnter the amount of days in total the employee was absent for
Absence TypeSelect the relevant absence type
NotesText field to record additional notes
Doctor line received (tickbox)Check this as true if a doctor’s line was received
Self certification Received (tickbox)Check this as true if the employee self certified
Result of Injury at work (tickbox)Check this as true if the absence is due to a work related injury
Doc LinkA document can be linked to the absence record via file/folder/webpage
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Personnel Correspondence

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Select the Personnel Correspondence tab to add details of communications from HR to the employee, select New Record>Personnel Correspondence or hit Insert on your keyboard.

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Fill in the relevant fields.

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Note: (Pink = System Generated, Blue = Mandatory):

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FieldDescription
Personnel NameThis will automatically populate
Responsible UserThis will default to the user logged in, can be changed
Correspondence StatusThis will default to Open, can be changed
HR Correspondence TypeSelect the relevant type
Personnel Correspondence (Hdr)
SubjectEnter the subject title
Correspondence LinkLink a file/folder/webpage
Start Date TimeSelect the relevant start date time from the calendar
End Date TimeSelect the relevant end date time from the calendar
Correspondence NotesText field to record correspondence notes
Next CorrespondenceSelect the relevant date from the calendar (if applicable)
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Note: The user can select Functions>Email to send communication to the employee via outlook.

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Select Close, the absence record has now been added.

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Personnel Appraisal

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  1. Select the Personnel Appraisal tab to enter Appraisal information against the employee. Select New Record>Personnel Appraisal or hit Insert on your keyboard.
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Fill in the relevant fields.

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Note: (Pink = System Generated, Blue = Mandatory):

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FieldDescription
Personnel NameThis will automatically populate
Appraisal TypeSelect the relevant type from the drop down menu
DepartmentThis will automatically populate
Main DisciplineThis will automatically populate
Time in PositionEnter the relevant value
Length of ServiceEnter the relevant value
Appraisal DueEnter/Select the relevant date from the calendar
Personnel Appraisal (Hdr)
LocationEnter the relevant location the appraisal is or will be carried out
Appraisal VenueEnter the relavant venue where the appraisal is or will be carried out
Appraisal UserSelect the relevant user name
Line Manager UserThis will automatically populate, can be changed if required
Period CoverEnter the relevant period cover value
Appraisal DateEnter/Select the relevant date the appraisal was carried out
Next Due DateThis will automatically populate when the appraisal date is entered
CommentText field to contain additional information
DocumentThe user can link a file/folder/webpage to the record
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When the Appraisal is complete, select Functions>Complete Appraisal.

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Appraisals due will also show on the User Dashboard.

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Select Close, the appraisal record has now been added.

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Disciplinary

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  1. If the employee is subjected to a Disciplinary process, select the Disciplinary tab, select New Record>Disciplinary or hit Insert on your keyboard.
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Fill in the relevant fields.

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Note: (Pink = System Generated, Blue = Mandatory):

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FieldDescription
Personnel NameThis will automatically populate
Disciplinary TypeSelect the relevant type from the drop down menu
Disciplined by UserSelect the relevant user name
Disciplinary DateEnter/Select the relevant date
Follow up RequiredEnabling this tickbox means that a follow up is needed
Reason for DisciplinaryText field to contain the nature of the disciplinary
Letter SentEnabling this tickbox indicates that HR have sent a formal letter to the employee regarding the disciplinary
DocumentsThe user can link a file/folder/webpage to the record
NotesText field to contain additional information
Business UnitMay be defaulted, if not select the relevant business unit
Group CompanyMay be defaulted, if not select the relevant group company
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Select Close, the disciplinary record has now been added.

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Education & Training

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  1. To add Education & Training information the Personnel record, select the Education and Training tab, select New Record>Education and Training or hit Insert on your keyboard.
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Fill in the relevant fields.

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Note: (Pink = System Generated, Blue = Mandatory):

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FieldDescription
Personnel NameThis will automatically populate
Personnel Cert TypeSelect the relevant cert type or add a new one if required
Personnel Cert Sub TypeSelect the relevant cert sub type or add a new one if required
StatusSelect the relevant status
DepartmentThis will automatically populate
DisciplineThis will automatically populate
Job NumberIf the cert relates to a specific job, enter the relevant number or use the binoculars to search the system Education and Training (Hdr)
Valid from DateEnter/Select the relevant date
Expiry DateThis will automatically populate when the valid from date is entered
Training ObjectiveSelect the relevant option from the drop down menu if required
BenefitsSelect the relevant benefit from the drop down menu if required
Cert LinkThe user can link a file/folder/webpage to the record
Cert PendingEnabling this tickbox indicates that HR have yet to receive the certificate
Evaluation ReceivedEnabling this tickbox indicates that HR has received the evaluation
Include in CV SummaryEnabling this tickbox will allow the record to show on the employee’s CV summary record
NotesText field to contain additional information
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You do not need to enter any information on the Timeplanner tab as this will be updated as and when the employee is mobilised.

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Select Close from the toolbar, the education and training record has now been added.

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Notes

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  1. To add additional notes to the employee’s Personnel Details record, select the Personnel Notes tab, select New Record>Personnel Notes or hit Insert on your keyboard.
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Fill in the relevant fields.

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Note: (Pink = System Generated, Blue = Mandatory):

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FieldDescription
Note DateEnter/Select the relevant date
NotesText field to contain notes regarding the employee
Business UnitMay be defaulted, if not select the relevant business unit
Group CompanyMay be defaulted, if not select the relevant group company
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Select Close, the notes record has now been added.

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Travel

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  1. To add Personnel Travel, see How to Add Personnel Travel to a Job User Guide.
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External Work History

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  1. To add External Work History, select the External Work History tab, select New Record>External Work History or hit Insert on your keyboard.
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Fill in the relevant fields.

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Note: (Pink = System Generated, Blue = Mandatory):

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FieldDescription
Personnel NameThis will automatically populate
From DateEnter/Select the relevant date
To DateEnter/Select the relevant date
External Work History (Hdr)
Include In CV SummaryEnabling this tickbox will allow the record to show on the employee’s CV summary record
ContractorEnter Yes or No
Equipment TypeSelect the relevant equipment type if required
Equipment DetailsText field to contain additional information regarding a specific equipment type the employee has previous experience with
Job TitleText field to contain previous job title
End ClientSelect the relevant end client if required
Work SiteSelect the relevant work site if required
DescriptionText field to contain additional information regarding the work history
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Select Close, the External Work History record has now been added.

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Exit Interview

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  1. To add an exit interview record against an employee, select the Exit Interview tab, select New Record>Exit Interview or hit Insert on your keyboard.
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Fill in the relevant fields.

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Note: (Pink = System Generated, Blue = Mandatory):

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FieldDescription
Personnel NameThis will automatically populate
Exit Interview (Hdr)
DepartmentThis will automatically populate
Main DisciplineThis will automatically populate
Interview DateEnter/Select the relevant date of the interview
Main Reason for LeavingSelect the relevant reason from the drop down menu or add a new one if required
Exit ReasonText field to contain additional information on the reason for leaving
Interviewer UserSelect the relevant user
Re EmployEnabling this tickbox indicates that the company would re employ the person if they applied for another job within the company
NotesText field to contain additional information
DocumentsThe user can link a file/folder/webpage to the record
Business UnitMay be defaulted, if not select the relevant business unit
Group CompanyMay be defaulted, if not select the relevant group company
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Select Close from the toolbar, the exit interview record has been added.

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Certification

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  1. To add certification records in against an employee, select the Certification tab, select New Record>Certification or hit Insert on your keyboard.
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Fill in the relevant fields.

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Note: (Pink = System Generated, Blue = Mandatory):

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FieldDescription
Personnel NameThis will automatically populate
Personnel Cert TypeSelect the relevant cert type from the drop down menu or add a new one if required
Personnel Cert Sub TypeSelect the relevant cert sub type from the drop down menu or add a new one if required
Valid From DateEnter/Select the relevant date
Expiry DateThis will automatically update when the valid from date is entered and the record is saved
Cert SupplierSelect the relevant supplier if required
Cert NumberEnter the cert number if required
Certification (Hdr)
Include In CV SummaryEnabling this tickbox will allow the record to show on the employee’s CV summary record
Cert PendingEnabling this tickbox indicates that HR have yet to receive the certificate
Evaluation ReceivedEnabling this tickbox indicates that HR has received the evaluation
Cert StatusSelect the relevant status from the drop down menu
CertThe user can link the cert via a file/folder/webpage if required
NotesText field to contain additional information
DepartmentThis will automatically populate
DisciplineThis will automatically populate
Time Planner NoIf the cert is linked to a specific time planner, you can enter the relevant number or use the binoculars to search for the correct record
Business UnitMay be defaulted, if not select the relevant business unit
Group CompanyMay be defaulted, if not select the relevant group company
HistoricEnabling this checkbox indicates that the cert has expired
Cost CurrencyIf there is a cost involved, select the relevant currency
Cost CCIf there is a cost involved, enter the value
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Select Close, the certificate has now been added.

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Client Feedback

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  1. To add Client Feedback, select the Client Feedback tab, select New Record>Client Feedback or hit Insert on your keyboard.
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Fill in the relevant fields.

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Note: (Pink = System Generated, Blue = Mandatory):

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FieldDescription
Personnel NameThis will automatically populate Client Feedback (Hdr)
ClientSelect the relevant client
Doc LinkYou can link a file/folder/webpage to the record
NotesText field to contain information regarding the feedback
Business UnitMay be defaulted, if not select the relevant business unit
Group CompanyMay be defaulted, if not select the relevant group company
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Select Close, the client feedback record has now been added.

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Competency Assessment

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  1. To add a competency assessment, select the Competency Assessment tab, select New Record>Competency Assessment or hit Insert on your keyboard.
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Fill in the relevant fields.

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Note: (Pink = System Generated, Blue = Mandatory):

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DescriptionField
Personnel NameThis will automatically populate
CompetencySelect the relevant competency type from the drop down
Competency TaskSelect the relevant competency task from the drop down
Assessor PersonnelSelect the relevant name from the drop down if applicable
External AssessorEnter the relevant external assessor if applicable
Date of AssessmentEnter/Select the relevant date
CompletedEnabling this tickbox indicates that the assessment is complete
Competency Assessment (Hdr)
Include on CV SummaryEnabling this tickbox will allow the record to show on the employee’s CV summary record
CommentsText field for additional information
Business UnitMay be defaulted, if not select the relevant business unit
Group CompanyMay be defaulted, if not select the relevant group company
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Select Close, the competency assessment record has been added.

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Software Experience

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  1. If you wish to add software experience to the personnel record, select the Equipment Software Experience tab, select New Record>Equipment Software Experience or hit Insert on your keyboard.
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Fill in the relevant fields.

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Note: (Pink = System Generated, Blue = Mandatory):

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FieldDescription
Personnel NameThis will automatically populate
Equipment Software Experience (Hdr)
Experience TypeSelect the relevant type from the drop down or add a new one if required
Experience DescriptionSelect the relevant description or add a new one if required
Field ExperienceEnabling this tickbox indicates that the experience is from the field
Workshop ServicingEnabling this tickbox indicates that the experience is from the workshop
Manufacturer TrainingEnabling this tickbox indicates that the experience is from the manufacturer
NotesText field to contain additional information
Business UnitMay be defaulted, if not select the relevant business unit Group CompanyMay be defaulted, if not select the relevant group company
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Select Close from the toolbar, the record has now been added.

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Expenses

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  1. To add Expenses, see How to Add Expenses User Guide.
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Languages

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  1. To add languages to a personnel record, select the Languages tab, select New Record>Languages or hit Insert on your keyboard.
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Fill in the relevant fields.

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Note: (Pink = System Generated, Blue = Mandatory):

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FieldDescription
Personnel NameThis will automatically populate
Languages (Hdr)
LanguageSelect the relevant language
GradeSelect the relevant grade
NotesText field to contain additional notes
Business UnitMay be defaulted, if not select the relevant business unit
Group CompanyMay be defaulted, if not select the relevant group company
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Select Close from the toolbar, the record has now been added.

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Offshore Days

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  1. Offshore Days are calculated from the Timeplanners created against the employee with a type of Onshore or Offshore. You cannot add an Offshore Days record within the Personnel Details record.
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Timesheet

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  1. To add a Timesheet record, see the How to Create a Timesheet – Manually User Guide.
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Personnel Correspondence

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  1. To add correspondence against an employee, select the Personnel Correspondence tab, select New Record>Personnel Correspondence or hit Insert on your keyboard.
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Fill in the relevant fields, or alternatively, drag an email from your email account into the Correspondence Notes field and this will update certain fields within the screen.

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Note: (Pink = System Generated, Blue = Mandatory):

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FieldDescription
Personnel NameThis will automatically populate
Responsible UserThis will automatically populate to the user logged in
Correspondence StatusSelect the relevant status
HR Correspondence TypeSelect the relevant type
Personnel Correspondence (Hdr)
SubjectEnter the subject of the correspondence record
Correspondence LinkYou can link a file/folder/webpage to a record
Start Time DateSelect the Start Date of the correspondence
End Time DateSelect the End Date of the correspondence
Correspondence NotesText field to contain addition notes or this field can be used to drag an external email into the system
Next CorrespondenceSelect the relevant date if required
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You also have the ability to Email the correspondence record, select Functions>Email.

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Select Yes to send the email from your outlook account or No to send from the system.

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Injury Report

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  1. The Injury Report Form tab will populate with records everytime the employee is selected within an Incident Investigation.
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Purchase Order

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  1. The Purchase Order tab will populate with records when the employee is selected within the Personnel Name field on a Purchase order.
    2. \n
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