iHRIS:Documentation: Difference between revisions
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== Common Procedures in iHRIS == | == Common Procedures in iHRIS == | ||
=== Administer the System === | |||
How to: [[iHRIS:Administer the System|Configure and Administer the Systems]] | |||
: [[iHRIS:Administer the System#Configure_System|Configure the Systems for Initial Setup]] | |||
: [[iHRIS:Administer the System#Configure_Modules|Enable, Disable and Configure Modules]] | |||
=== Manage Geographical Areas in the Database === | |||
: [[iHRIS:Add Geographical Areas#Add_a_Country|Add or Update a Country]] | |||
: [[iHRIS:Add Geographical Areas#Add_a_Region|Add or Update a Region]] | |||
: [[iHRIS:Add Geographical Areas#Add_a_District|Add or Update a District]] | |||
: [[iHRIS:Add Geographical Areas#Add_a_County|Add or Update a County]] | |||
: [[iHRIS:Add Geographical Areas#Add_a_Currency|Add or Update a Currency]] | |||
=== Manage Users === | |||
How to: [[iHRIS:Administer Users|Administer User Accounts]] | |||
: [[iHRIS:Administer Users#Add_a_User|Add a New User Account]] | |||
: [[iHRIS:Administer Users#Update_a_User|Update or Disable a User Account]] | |||
=== User Access === | |||
How to: [[iHRIS:User Access|Access the System and Manage Passwords]] | How to: [[iHRIS:User Access|Access the System and Manage Passwords]] | ||
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: [[iHRIS:User_Access#Retrieve_a_Forgotten_Password|Retrieve a forgotten password]] | : [[iHRIS:User_Access#Retrieve_a_Forgotten_Password|Retrieve a forgotten password]] | ||
: [[iHRIS:User_Access#Change_Your_Password|Change your password]] | : [[iHRIS:User_Access#Change_Your_Password|Change your password]] | ||
: [[iHRIS:User_Access#Log_Out|Log out]] | : [[iHRIS:User_Access#Log_Out|Log out]]' | ||
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: [[iHRIS:Add Employee History#Enter_Education_History|Enter the Employee's Education History]] | : [[iHRIS:Add Employee History#Enter_Education_History|Enter the Employee's Education History]] | ||
: [[iHRIS:Add Employee History#Add_Notes|Add Notes to the Employee's Record]] | : [[iHRIS:Add Employee History#Add_Notes|Add Notes to the Employee's Record]] | ||
How to: [[iHRIS:Find Records|Find Employee Records]] | |||
: [[iHRIS:Find Records#Find_Employee|Find the Record for an Employee]] | |||
: [[iHRIS:Find Records#Find_Applicant|Find the Record for a Job Applicant]] | |||
How to: [[iHRIS:Manage Job Applicants|Manage Job Applicant Records]] | |||
: [[iHRIS:Manage Job Applicants#Review_Applicants|Review Applicants for a Position]] | |||
: [[iHRIS:Manage Job Applicants#Make_a_Job_Offer|Make a Job Offer to an Applicant]] | |||
How to: [[iHRIS:Administer the System#Disable_the_Application_Module|Disable the Job Application Module]] | |||
=== Search Records === | |||
How to: [[iHRIS:Search Records|Search Records]] | |||
=== Create Reports === | |||
How to: [[iHRIS:Create Reports|Create Reports]] | |||
: [[iHRIS:Create Reports#Report_Relationships|Manage Report Relationships]] | |||
: [[iHRIS:Create Reports#Reports|Manage and Create Reports]] | |||
: [[iHRIS:Create Reports#Report_Views|Manage and Create Report Views]] | |||
: [[iHRIS:Create Reports#Run_Reports|Run Reports]] | |||
=== Administer Positions === | |||
How to: [[iHRIS:Administer Positions|Create and Manage Positions]] | |||
: [[iHRIS:Administer Positions#Add_Cadres|Add and Update Health Worker Cadres]] | |||
: [[iHRIS:Administer Positions#Add_Job_Classifications|Add and Update Job Classifications]] | |||
: [[iHRIS:Administer Positions#Add_Salary_Grades|Add and Update Salary Grades]] | |||
: [[iHRIS:Administer Positions#Add_Jobs|Add and Update Jobs]] | |||
: [[iHRIS:Administer Positions#Add_Salary_Sources|Add and Update Salary Sources]] | |||
: [[iHRIS:Administer Positions#Add_Position_Types|Add and Update Types of Positions]] | |||
: [[iHRIS:Administer Positions#Add_Positions|Add a Position]] | |||
: [[iHRIS:Administer Positions#Edit_a_Position|Edit a Position]] | |||
: [[iHRIS:Administer Positions#Discontinue_a_Position|Discontinue a Position]] | |||
=== Administer the Database === | |||
How to: [[iHRIS:Administer Database|Configure the Database for Use (Dropdown Menus)]] | |||
: [[iHRIS:Administer Database#Add_a_Facility_Type|Add or Update Facility Types]] | |||
: [[iHRIS:Administer Database#Add_an_Office_or_Facility|Add or Update an Office or Facility]] | |||
: [[iHRIS:Administer Database#Add_a_Department|Add or Update a Department]] | |||
: [[iHRIS:Administer Database#Add_an_Education_Type|Add or Update an Education Type]] | |||
: [[iHRIS:Administer Database#Add_a_Degree|Add or Update a Degree]] | |||
: [[iHRIS:Administer Database#Add_a_Language|Add or Update a Language]] | |||
: [[iHRIS:Administer Database#Add_a_Competency_Type|Add or Update a Competency Type]] | |||
: [[iHRIS:Administer Database#Add_a_Competency|Add or Update a Competency]] | |||
: [[iHRIS:Administer Database#Add_a_Competency_Evaluation|Add or Update a Competency Evaluation]] | |||
: [[iHRIS:Administer Database#Add_an_Identification_Type|Add or Update an Identification Type]] | |||
: [[iHRIS:Administer Database#Add_a_Benefit_Type|Add or Update a Benefit Type]] | |||
: [[iHRIS:Administer Database#Add_a_Marital_Status|Add or Update a Marital Status]] | |||
: [[iHRIS:Administer Database#Add_a_Reason_for_Departure|Add or Update a Reason for Departure]] | |||
=== Configure the In-service Training Management Module === | |||
How to: [[iHRIS:Administer the System#Enable_the_In-service_Training_Management_Module|Enable the In-service Training Management Module]] | |||
How to: [[iHRIS:In-service Training Management Module|Set Up and Update the In-service Training Management Module]] | |||
: [[iHRIS:In-service Training Management Module#Add_a_Training_Course|Add or Update a Training Course]] | |||
: [[iHRIS:In-service Training Management Module#Schedule_a_Course|Schedule a Training Course]] | |||
: [[iHRIS:In-service Training Management Module#Add_a_Status_of_a_Training_Course|Add or Update the Status of a Training Course]] | |||
: [[iHRIS:In-service Training Management Module#Add_Requestors_of_a_Training_Course|Add or Update Requestors of a Training Course]] | |||
: [[iHRIS:In-service Training Management Module#Add_an_Evaluation_of_a_Training_Course|Add or Update Training Course Evaluation Options]] | |||
: [[iHRIS:In-service Training Management Module#Add_a_Category_of_a_Training_Course|Add or Update Training Course Categories]] | |||
: [[iHRIS:In-service Training Management Module#Add_a_Training_Institution|Add or Update a Training Institution]] | |||
: [[iHRIS:In-service Training Management Module#Add_a_Continuing_Education_Course|Add or Update a Continuing Education Credit Course]] | |||
Revision as of 14:24, 17 June 2009
Please note: These help files are currently under construction and will be finalized following the release of iHRIS Suite version 3.3.
Common Procedures in iHRIS
Administer the System
How to: Configure and Administer the Systems
Manage Geographical Areas in the Database
- Add or Update a Country
- Add or Update a Region
- Add or Update a District
- Add or Update a County
- Add or Update a Currency
Manage Users
How to: Administer User Accounts
User Access
How to: Access the System and Manage Passwords
Using iHRIS Manage
About iHRIS Manage: Understand the Modules, User Roles and Functions
Before Installing iHRIS Manage: Collect Necessary Data
Manage Employees
How to: Add a New Employee Record
How to: Add and Update Information About the Employee
How to: Add and Update Information About the Employee's Salary and Position
- Add a Benefit or Special Payment
- Record the Employee's Departure from the Organization
- Record a Change in Position for the Employee
- Record a Change in Salary for the Employee
How to: Add and Update Employee Qualifications
How to: Schedule and Evaluate Training Courses for the Employee
- Schedule the Employee to Take a Training Course
- Evaluate Competencies Earned from the Training Course
How to: Complete an Application for an Open Position
- Fill out the Job Application
- Record the Details of an Interview by the Applicant
- Log the Decision Whether to Hire the Applicant
How to: Add and Update the Employee's History
- Enter the Employee's Work History
- Enter the Employee's Education History
- Add Notes to the Employee's Record
How to: Find Employee Records
How to: Manage Job Applicant Records
How to: Disable the Job Application Module
Search Records
How to: Search Records
Create Reports
How to: Create Reports
Administer Positions
How to: Create and Manage Positions
- Add and Update Health Worker Cadres
- Add and Update Job Classifications
- Add and Update Salary Grades
- Add and Update Jobs
- Add and Update Salary Sources
- Add and Update Types of Positions
- Add a Position
- Edit a Position
- Discontinue a Position
Administer the Database
How to: Configure the Database for Use (Dropdown Menus)
- Add or Update Facility Types
- Add or Update an Office or Facility
- Add or Update a Department
- Add or Update an Education Type
- Add or Update a Degree
- Add or Update a Language
- Add or Update a Competency Type
- Add or Update a Competency
- Add or Update a Competency Evaluation
- Add or Update an Identification Type
- Add or Update a Benefit Type
- Add or Update a Marital Status
- Add or Update a Reason for Departure
Configure the In-service Training Management Module
How to: Enable the In-service Training Management Module
How to: Set Up and Update the In-service Training Management Module
- Add or Update a Training Course
- Schedule a Training Course
- Add or Update the Status of a Training Course
- Add or Update Requestors of a Training Course
- Add or Update Training Course Evaluation Options
- Add or Update Training Course Categories
- Add or Update a Training Institution
- Add or Update a Continuing Education Credit Course
Using iHRIS Qualify
- Introduction; understanding iHRIS Qualify; data setup checklists; usage and troubleshooting.
Using iHRIS Plan
- Introduction; understanding iHRIS Plan; data setup checklists; usage and troubleshooting.
Installing and Using Windows iHRIS
How to: Install, Set Up and Use Windows iHRIS
Installing and Using the iHRIS Appliance
- How to install and start using the self-contained iHRIS Appliance.
Data Dictionary
- A glossary of data terms used in the iHRIS Suite.
Copyright (c) 2007-2009 IntraHealth International, Inc.
Permission is granted to copy, distribute and/or modify this document under the terms of the GNU Free Documentation License, Version 1.2 or any later version published by the Free Software Foundation; with no Invariant Sections, no Front-Cover Texts, and no Back-Cover Texts.
If you have a question, feedback on our software, or a suggestion for a new feature or improvement, or if you would like to discuss initiating HRIS strengthening activities, please contact the HRIS Development team. You may do so in any of the following ways:
- Click the Feedback button at any point in the iHRIS software.
- Visit the HRIS Strengthening Website at http://www.capacityproject.org/hris/ and click "Contact Us."
- Send us an email at: hris@capacityproject.org
- Write us at:
- HRIS Strengthening Information
- IntraHealth International, Inc.
- 6340 Quadrangle Drive Suite 200
- Chapel Hill, NC 27517
