iHRIS:Documentation: Difference between revisions
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== Common Procedures in iHRIS == | == Common Procedures in iHRIS == | ||
=== Administer the Systems === | === Configure and Administer the Systems === | ||
: [[iHRIS:Administer the System#Configure_System|Configure the Systems for Initial Setup]] | : [[iHRIS:Administer the System#Configure_System|Configure the Systems for Initial Setup]] | ||
: [[iHRIS:Administer the System#Configure_Modules|Enable, Disable and Configure Modules]] | : [[iHRIS:Administer the System#Configure_Modules|Enable, Disable and Configure Modules]] | ||
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: [[iHRIS:Add Geographical Areas#Add_a_Currency|Add or Update a Currency]] | : [[iHRIS:Add Geographical Areas#Add_a_Currency|Add or Update a Currency]] | ||
=== Manage | === Manage User Accounts === | ||
: [[iHRIS:Administer Users#Add_a_User|Add a New User Account]] | : [[iHRIS:Administer Users#Add_a_User|Add a New User Account]] | ||
: [[iHRIS:Administer Users#Update_a_User|Update or Disable a User Account]] | : [[iHRIS:Administer Users#Update_a_User|Update or Disable a User Account]] | ||
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=== User Access === | === User Access === | ||
: [[iHRIS:User_Access#Log_In|Log in]] | : [[iHRIS:User_Access#Log_In|Log in]] | ||
: [[iHRIS:User_Access#Retrieve_a_Forgotten_Password|Retrieve a forgotten password]] | : [[iHRIS:User_Access#Retrieve_a_Forgotten_Password|Retrieve a forgotten password]] | ||
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== Using iHRIS Manage == | == Using iHRIS Manage == | ||
[[iHRIS:Understanding iHRIS Manage|Understand the Modules, User Roles and Functions]] | |||
[[iHRIS:Before Installing iHRIS Manage|Collect Necessary Data Before Installing iHRIS Manage]] | |||
=== Manage Employees === | === Manage Employees === | ||
[[iHRIS:Manage People|Add a New Employee Record]] | |||
: [[iHRIS:Manage People#Add_Person|Add a Person]] | : [[iHRIS:Manage People#Add_Person|Add a Person]] | ||
: [[iHRIS:Manage People#Set_Position|Set the Person's Position]] | : [[iHRIS:Manage People#Set_Position|Set the Person's Position]] | ||
[[iHRIS:Add Employee Information|Add and Update Information About the Employee]] | |||
: [[iHRIS:Add Employee Information#Add_Identifications|Add Identification Information]] | : [[iHRIS:Add Employee Information#Add_Identifications|Add Identification Information]] | ||
: [[iHRIS:Add Employee Information#Add_Demographic_Information|Add Demographic Information]] | : [[iHRIS:Add Employee Information#Add_Demographic_Information|Add Demographic Information]] | ||
: [[iHRIS:Add Employee Information#Add_Contact_Information|Add Contact Information]] | : [[iHRIS:Add Employee Information#Add_Contact_Information|Add Contact Information]] | ||
[[iHRIS:Add Position Information|Add and Update Information About the Employee's Salary and Position]] | |||
: [[iHRIS:Add Position Information#Add_a_Benefit_or_Special_Payment|Add a Benefit or Special Payment]] | : [[iHRIS:Add Position Information#Add_a_Benefit_or_Special_Payment|Add a Benefit or Special Payment]] | ||
: [[iHRIS:Add Position Information#Record_a_Departure|Record the Employee's Departure from the Organization]] | : [[iHRIS:Add Position Information#Record_a_Departure|Record the Employee's Departure from the Organization]] | ||
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: [[iHRIS:Add Position Information#Record_a_Salary_Change|Record a Change in Salary for the Employee]] | : [[iHRIS:Add Position Information#Record_a_Salary_Change|Record a Change in Salary for the Employee]] | ||
[[iHRIS:Add Qualifications|Add and Update Employee Qualifications]] | |||
: [[iHRIS:Add Qualifications#Add_Language_Proficiency|Add Language Proficiency]] | : [[iHRIS:Add Qualifications#Add_Language_Proficiency|Add Language Proficiency]] | ||
: [[iHRIS:Add Qualifications#Add_a_Competency|Add and Update Competencies]] | : [[iHRIS:Add Qualifications#Add_a_Competency|Add and Update Competencies]] | ||
[[iHRIS:Add Trainings|Schedule and Evaluate Training Courses for the Employee]] | |||
: [[iHRIS:Add Trainings#Schedule_a_Training_Course|Schedule the Employee to Take a Training Course]] | : [[iHRIS:Add Trainings#Schedule_a_Training_Course|Schedule the Employee to Take a Training Course]] | ||
: [[iHRIS:Add Trainings#Evaluate_Training_Course_Competencies|Evaluate Competencies Earned from the Training Course]] | : [[iHRIS:Add Trainings#Evaluate_Training_Course_Competencies|Evaluate Competencies Earned from the Training Course]] | ||
[[iHRIS:Add an Application|Complete an Application for an Open Position]] | |||
: [[iHRIS:Add an Application#Add_Application|Fill out the Job Application]] | : [[iHRIS:Add an Application#Add_Application|Fill out the Job Application]] | ||
: [[iHRIS:Add an Application#Log_Interview_Details|Record the Details of an Interview by the Applicant]] | : [[iHRIS:Add an Application#Log_Interview_Details|Record the Details of an Interview by the Applicant]] | ||
: [[iHRIS:Add an Application#Log_Hiring_Decision|Log the Decision Whether to Hire the Applicant]] | : [[iHRIS:Add an Application#Log_Hiring_Decision|Log the Decision Whether to Hire the Applicant]] | ||
[[iHRIS:Add Employee History|Add and Update the Employee's History]] | |||
: [[iHRIS:Add Employee History#Enter_Employment_History|Enter the Employee's Work History]] | : [[iHRIS:Add Employee History#Enter_Employment_History|Enter the Employee's Work History]] | ||
: [[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]] | ||
[[iHRIS:Find Records|Find Employee Records]] | |||
: [[iHRIS:Find Records#Find_Employee|Find the Record for an Employee]] | : [[iHRIS:Find Records#Find_Employee|Find the Record for an Employee]] | ||
: [[iHRIS:Find Records#Find_Applicant|Find the Record for a Job Applicant]] | : [[iHRIS:Find Records#Find_Applicant|Find the Record for a Job Applicant]] | ||
[[iHRIS:Manage Job Applicants|Manage Job Applicant Records]] | |||
: [[iHRIS:Manage Job Applicants#Review_Applicants|Review Applicants for a Position]] | : [[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]] | : [[iHRIS:Manage Job Applicants#Make_a_Job_Offer|Make a Job Offer to an Applicant]] | ||
[[iHRIS:Administer the System#Disable_the_Application_Module|Disable the Job Application Module]] | |||
=== Search Records === | === Search Records === | ||
[[iHRIS:Search Records|Search Records]] | |||
=== Create Reports === | === Create Reports === | ||
[[iHRIS:Create Reports|Create Reports]] | |||
: [[iHRIS:Create Reports#Report_Relationships|Manage Report Relationships]] | : [[iHRIS:Create Reports#Report_Relationships|Manage Report Relationships]] | ||
: [[iHRIS:Create Reports#Reports|Manage and Create Reports]] | : [[iHRIS:Create Reports#Reports|Manage and Create Reports]] | ||
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: [[iHRIS:Create Reports#Run_Reports|Run Reports]] | : [[iHRIS:Create Reports#Run_Reports|Run Reports]] | ||
=== Administer Positions === | === Administer Positions and Information Related to Positions === | ||
: [[iHRIS:Administer Positions#Add_Cadres|Add and Update Health Worker Cadres]] | : [[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_Job_Classifications|Add and Update Job Classifications]] | ||
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: [[iHRIS:Administer Positions#Discontinue_a_Position|Discontinue a Position]] | : [[iHRIS:Administer Positions#Discontinue_a_Position|Discontinue a Position]] | ||
=== | === Configure the Database for Use === | ||
: [[iHRIS:Administer Database#Add_a_Facility_Type|Add or Update Facility Types]] | : [[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_an_Office_or_Facility|Add or Update an Office or Facility]] | ||
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=== Configure the In-service Training Management Module === | === Configure the In-service Training Management Module === | ||
[[iHRIS:Administer the System#Enable_the_In-service_Training_Management_Module|Enable the In-service Training Management Module]] | |||
[[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#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#Schedule_a_Course|Schedule a Training Course]] | ||
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== Installing and Using Windows iHRIS == | == Installing and Using Windows iHRIS == | ||
: [[iHRIS:Using Windows iHRIS#Install_Windows_iHRIS|Install Windows iHRIS]] | : [[iHRIS:Using Windows iHRIS#Install_Windows_iHRIS|Install Windows iHRIS]] | ||
: [[iHRIS:Using Windows iHRIS#Set_Up_Windows_iHRIS|Set Up Windows iHRIS]] | : [[iHRIS:Using Windows iHRIS#Set_Up_Windows_iHRIS|Set Up Windows iHRIS]] | ||
Revision as of 15:28, 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
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 User Accounts
User Access
Using iHRIS Manage
Understand the Modules, User Roles and Functions
Collect Necessary Data Before Installing iHRIS Manage
Manage Employees
Add and Update Information About the Employee
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
Add and Update Employee Qualifications
Schedule and Evaluate Training Courses for the Employee
- Schedule the Employee to Take a Training Course
- Evaluate Competencies Earned from the Training Course
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
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
Disable the Job Application Module
Search Records
Create Reports
Administer Positions and Information Related to 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
Configure the Database for Use
- 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
Enable the In-service Training Management Module
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
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
