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| | | #REDIRECT [[iHRIS:Add Employee History (4.0.5)]] |
| == Enter Employment History ==
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| As part of completing the job application, the applicant's employment history should be recorded. The employment history can also be added to the record of any employee of the organization.
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| # In the person's record, click <u>Employment History</u> in the left menu to jump to the "Employment History" section.
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| # Click <u>Add Employment</u>. | |
| # In the "Company Information" section, enter the '''Company Name''' where the person previously worked.
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| # Enter the '''Company Address''' (optional).
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| # Enter the '''Company Telephone''' (optional).
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| # Enter the name of the applicant's '''Supervisor''' (optional).
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| # Under '''OK to Contact?''' select Yes or No for whether it is OK to contact the applicant's former employer.
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| # Enter the '''Reason for Leaving''' the former employer (optional).
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| # In the "Position Information" section, enter the '''Date''' employment started at that employer (optional).
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| # Select the '''Currency''' for and enter the amount of the '''Starting Wage''' (optional).
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| # Enter the title of the '''Starting Position''' (optional).
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| # Enter the '''Date''' the employment ended; leave this field blank of the applicant is presently employed by the company.
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| # Select the '''Currency''' for and enter the amount of the '''Ending Wage''' (optional).
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| # Enter the title of the '''Ending Position''' at the company (optional).
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| # Enter the '''Job Responsibilities''' (optional).
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| # Click <code>Confirm</code> and confirm that the information entered is correct. If it is not correct, click <code>Edit</code> to change it. If it is, click <code>Save</code> to save it.
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| # Repeat this process for each former employer.
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| === Troubleshooting ===
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| '''An error message displays when the Confirm button is clicked. '''
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| Make certain that all required fields have been completed. The company name is required. Required fields are outlined in red. Fill in the missing information and try saving again. If you do not want to enter a past employer after all, click <code>Return (do not save changes)</code>.
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| '''The correct currency is not available for selection.'''
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| The HR Manager needs to add the currency to the system (see Add a currency).
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| '''The information for a past employer is incorrect.'''
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| Click <u>Update This Information</u> beside the employer under the "Employment History" section of the person's record to edit any of the fields.
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| == Enter Education History ==
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| As part of completing the job application, the applicant's education history should be recorded. The education history can also be added to the record of any employee of the organization.
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| # In the person's record, click <u>Education History</u> in the left menu to jump to the "Education History" section.
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| # Click <u>Add Education</u>.
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| # Enter the '''Institution Name'''.
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| # Enter the '''Institution Location''' (optional).
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| # Select the '''Year of Graduation'''; leave this option blank if education is still in process.
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| # Select the '''Education Type''' from the first menu.
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| # A list of degrees will display for that education type; select the appropriate '''Degree'''.
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| # Enter the '''Major''' (optional).
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| # Click <code>Confirm</code> and confirm that the information entered is correct. If it is not correct, click <code>Edit</code> to change it. If it is, click <code>Save</code> to save it.
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| # Repeat this process for each educational institution attended.
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| === Troubleshooting ===
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| '''An error message displays when the Confirm button is clicked.'''
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| Make certain that all required fields have been completed. The institution name, education type and degree are all required. Required fields are outlined in red. Fill in the missing information and try saving again. If you do not want to enter a degree after all, click <code>Return (do not save changes)</code>.
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| '''The correct education type is not available for selection.'''
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| The HR Manager must add the education type to the system (see Add an education type).
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| '''The correct degree is not available for selection.'''
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| The HR Manager must add the degree to the system (see Add a degree).
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| '''The information for a past educational institution is incorrect.'''
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| Click <u>Update This Information</u> beside the institution under the "Education History" section of the person's record to edit any of the fields.
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| == Add Notes ==
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| At any time, an HR Staff person or an HR Manager may add notes to a person's record. All notes are saved to a log and may be reviewed as necessary.
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| # In the person's record, click <u>Notes</u> in the left menu to jump to the "Notes" section.
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| # Click <u>Add Note</u>.
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| # Enter a '''Date''' for the note; if no date is entered, today's date is saved by default.
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| # Enter the text of the '''Note'''.
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| # Click <code>Confirm</code> and confirm that the information entered is correct. If it is not correct, click <code>Edit</code> to change it. If it is, click <code>Save</code> to save it.
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| # All notes will appear in reverse chronological order at the bottom of the person's record.
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| === Troubleshooting ===
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| '''An error message displays when the Confirm button is clicked.'''
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| Entering the note text is required. The required field is outlined in red. Try filling in the missing field and saving again. If you do not want to enter a note after all, click <code>Return (do not save changes)</code>.
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