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iHRIS:Administer Database for iHRIS Manage (4.0.5)

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To ensure that standard data types such as marital status, reasons for position changes, facility and department names, and the like are enforced across the system, those standard data types must be created as lists. These lists are used to create selection menus that provide options for selection when adding records, jobs and positions. Click Configure System and then click Administer Database to create and update standard lists of data for selection in system menus. Only the HR Manager and System Administrator can create data types.


Add a Facility Type

The facility type classifies each office and facility in the organization for reporting and organizational purposes. Examples of facility types include Office, Hospital and Clinic. Specify at least one facility type.

From the home page or left menu, click Administer Database under Configure System.

In the "Organization Lists" section, select Facility Type.
OrgLists.png
The Facility Type page opens, showing all the Facility Types entered in the database. Either click Add New Facility Type or select an existing facility type and then click Update This Information to edit it. FacilityType1.png
The Facility Type form opens. Enter the Name of the facility type. Click Confirm and confirm that the name entered is correct. If it is not correct, click Edit to change it. If it is, click Save to save it. FacilityType2.png

Troubleshooting

An error message appears when Confirm is clicked.

Make certain you have entered a name for the facility type and that it is not the same as a facility type that was already entered. Change the name and try saving again. If you do not want to create the facility type after all, click Return (do not save changes).


Add an Office or Facility

If your organization has multiple offices or facilities, you may add each one to the system in order to link positions to the offices or facilities where they are located. You may also update information about an office or facility if it changes. Enter at least one office or facility, preferably the location of your organization's headquarters.

From the home page or left menu, click Administer Database under Configure System.

In the "Organization Lists" section, select Office/Facility.
OrgLists.png
The Office/Facility page opens.

Click Add New Office/Facility. (To edit an existing office or facility, first select or type the country, region and district where the facility is located; then click its name and click Update This Information to edit it.
Offices1.png
The Office/Facility form opens

Enter the Name of the office or facility.

Select a Facility Type for the office or facility.

Enter the Contact Information for the office or facility (optional).
Offices2.png
Under Location, either type the name of the district where the office or facility is located, or click Select Value and select the Country, Region and District where the office or facility is located.

Click Confirm and confirm that the information entered is correct. If it is not correct, click Edit to change it. If it is, click Save to save it.
Offices3.png

Troubleshooting

An error message appears when the Confirm button is clicked.

Make sure that all required fields have been completed and that the name of the office or facility has not already been entered. Required fields are outlined in red. Fill in any missing information and try saving again. If you do not want to add the office or facility after all, click Return (do not save changes).

The correct facility type is not available for selection.

Click Add New beside the "Facility Type" menu and enter the name of the facility type. Then click Administer Database and follow the steps above to add the new office or facility. You will have to re-enter any information you previously entered for the office or facility.

The correct country, district or county is not available for selection.

The geographical location needs to be added to the database (see Add geographical areas).


Add a Department

If any part of your organization is structured into departments, you may add them to the system and then link positions to their departments. Examples of departments include Finance, Information Technology and Human Resources. If your organization does not use departments, you may skip this step.

From the home page or left menu, click Administer Database under Configure System.

In the "Organization Lists" section, select Department.
OrgLists.png
The Department page opens, showing all departments entered in the database. Either click Add New Department or select an existing department and click Update This Information to edit it. Departments1.png
The Department form opens. Enter the Name of the department. Click Confirm and confirm that the name entered is correct. If it is not correct, click Edit to change it. If it is, click Save to save it. Departments2.png

Troubleshooting

An error appears when Confirm is clicked.

Make sure that you have entered a name for the department and that it is not the same as a department that was already entered. Change the name and try saving again. If you do not want to add the department after all, click Return (do not save changes).


Add a Registration Council

A registration council is the professional association or licensing board that registers health professionals, such as nurses or midwives. If your organization needs to track these registrations or licenses for your employees, enter the name of at least one registration council for selection.

From the home page or left menu, click Administer Database under Configure System.

In the "Organization Lists" section, select Registration Councils.
OrgLists.png
The Registration Council page opens, showing all Registration Councils entered in the database. Either click Add New Council or select an existing registration council's name and click Update This Information to edit it. Councils1.png
The Registration Council form opens. Enter the Name of the registration council. Click Confirm and confirm that the name entered is correct. If it is not correct, click Edit to change it. If it is, click Save to save it. Councils2.png

Troubleshooting

An error message appears when Confirm is clicked.

Make certain you have entered a name for the registration council and that it is not the same as a registration council that was already entered. Change the name and try saving again. If you do not want to create the registration council after all, click Return (do not save changes).


Add an Education Type

The education type classifies a type of educational institution that issues degrees. Education types are selected when entering a person's educational history. Examples of education types include High School, College and University.

From the home page or left menu, click Administer Database under Configure System.

In the "Employee Lists" section, select Education Type.
EmployeeLists.png
The Education Type page opens, showing all Education Types entered in the database. Either click Add New Education Type or select an existing education type and click Update This Information to edit it. EducationType1.png
The Education Type form opens. Enter the Name of the education type. Click Confirm and confirm that the name entered is correct. If it is not correct, click Edit to change it. If it is, click Save to save it. EducationType2.png

Troubleshooting

An error message appears when Confirm is clicked.

Make certain that the education type has not already been entered. Change the name and try saving again. If you do not want to add the education type after all, click Return (do not save changes).


Add a Degree

After adding an education type, you will need to add one or more kinds of degrees for that type. The degree will be selected when entering the educational history for a person into the system. Examples of degrees include: diploma for high school; Bachelor's degree for college; and Master's degree or PhD for university.

From the home page or left menu, click Administer Database under Configure System.

In the "Employee Lists" section, select Degree.
EmployeeLists.png
The Degree page opens. Either click Add New Degree or to edit an existing degree, select its education type and click the View button to display all matching degrees; then click the degree name and click Update This Information to edit it. Degrees1.png
The Degree form opens.

Enter a Name for the degree.

Select the Education Type for the degree.

Click Confirm and confirm that the name entered is correct. If it is not correct, click Edit to change it. If it is, click Save to save it.
Degrees2.png

Troubleshooting

An error message appears after clicking Confirm.

Make sure that the name of the degree has been entered and an education type has been selected -- these fields are required. The required fields will be outlined in red. Also make certain that the degree has not already been entered for that education type; duplicates are not allowed. Complete the missing or incorrect fields and try saving again. If you do not want to add the degree after all, click Return (do not save changes).

The matching education type does not appear in the list.

Click Add New beside the "Education Type" menu to add a new education type. Then click Administer Database and follow the steps above to add the new degree. You will have to re-enter any information you previously entered for the degree.


Add a Language

If you want to track employee proficiency in speaking, reading and writing foreign languages, each language must be added to the system to be selected when adding the employee's qualifications.

From the home page or left menu, click Administer Database under Configure System.

In the "Employee Lists" section, select Language.
EmployeeLists.png
The Language page opens, showing all languages entered in the database. Either click Add New Language or select an existing language and click Update This Information to edit it. Languages1.png
The Language page opens. Enter the Name of the language. Click Confirm and confirm that the name entered is correct. If it is not correct, click Edit to change it. If it is, click Save to save it. Languages2.png

Troubleshooting

An error message appears when Confirm is clicked.

Make certain that the language has not already been entered. Change the name and try saving again. If you do not want to add the language after all, click Return (do not save changes).


Add a Competency Type

A competency type is a broad category for organizing competencies, or skills in which employees have been assessed as competent. Examples of competency types include Computer Skills, Client Interaction and Diagnostics. Competency types combined with competencies comprise your organization's competency model.

From the home page or left menu, click Administer Database under Configure System.

In the "Employee Lists" section, select Competency Type.
EmployeeLists.png
The Competency Type page opens, showing all the Competency Types entered in the database. Either click Add New Competency Type or select an existing competency type and click Update This Information to edit it. CompetencyType1.png
The Competency Type form opens. Enter the Name of the competency type. Click Confirm and confirm that the name entered is correct. If it is not correct, click Edit to change it. If it is, click Save to save it. CompetencyType2.png

Troubleshooting

An error message appears when Confirm is clicked.

Make certain that the competency type has not already been entered. Change the name and try saving again. If you do not want to add the competency type after all, click Return (do not save changes).


Add a Competency

After adding a competency type, add one or more competencies--skills or qualifications in which an employee has been assessed as competent--grouped under that competency type. For example, for the competency type Computer Skills, specific competencies could include Data Entry, Software Use and Document Formatting. The set of competencies and competency types comprise your organization's competency model. When an employee has been assessed as having a particular competency, that competency can be added to the employee's record. Competencies may also be earned by completing training courses.

From the home page or left menu, click Administer Database under Configure System.

In the "Employee Lists" section, select Competency.
EmployeeLists.png
The Competency page opens. Either click Add New Competency or to edit an existing competency, select its competency type and click the View button to display all matching competencies; then click the competency name and click Update This Information to edit it. Competency1.png
The Competency form opens.

Enter a Name for the competency.

Select the Competency Type for the competency.

Enter any Notes about the competency (optional).

Click Confirm and confirm that the name entered is correct. If it is not correct, click Edit to change it. If it is, click Save to save it.
Competency2.png

Troubleshooting

An error message appears when Confirm is clicked.

Make sure that a competency was not already entered for that competency type. Change the name or competency type and try saving again. If you do not want to add the competency after all, click Return (do not save changes).

The correct competency type is not available for selection.

Beside the "Competency Type" menu, click Add New and enter the correct competency type. Then click Administer Database and follow the steps above to add the new competency. You will have to re-enter any information you previously entered for the competency.


Add a Competency Evaluation

If you want to assess an employee in a particular competency, each evaluation option must be added for selection when making the assessment. For example, you might enter "Competent," "Not Competent" and "Not Assessed" as options to select for the evaluation.

From the home page or left menu, click Administer Database under Configure System.

In the "Employee Lists" section, select Competency Evaluation.
EmployeeLists.png
The Competency Evaluation page opens, showing all the Competency Evaluations entered in the database. Either click Add New Competency Evaluation or select an existing competency evaluation and click Update This Information to edit it. CompetencyEvaluation1.png
The Competency Evaluation form opens. Enter the Name of the competency evaluation. Click Confirm and confirm that the name entered is correct. If it is not correct, click Edit to change it. If it is, click Save to save it. CompetencyEvaluation2.png

Troubleshooting

An error message appears when Confirm is clicked.

Make certain that the competency evaluation has not already been entered. Change the name and try saving again. If you do not want to add the evaluation option after all, click Return (do not save changes).


Add an Identification Type

The identification type classifies a type of identification, or non-changing information, used to identify an employee or applicant. Examples of identification types include Passport, Social Security Number and National Health Insurance Card.

From the home page or left menu, click Administer Database under Configure System.

In the "Employee Lists" section, select Identification Type.
EmployeeLists.png
The Identification Type page opens, showing all the Identification Types entered in the database. Either click Add New Identification Type or select an existing identification type and click Update This Information to edit it. Identification1.png
The Identification Type form opens. Enter the Name of the identification type. Click Confirm and confirm that the name entered is correct. If it is not correct, click Edit to change it. If it is, click Save to save it. Identification2.png

Troubleshooting

An error message appears when Confirm is clicked.

Make sure that the identification type has not already been entered. Change the name and try saving again. If you do not want to add the identification type after all, click Return (do not save changes).


Add a Benefit Type

The benefit type classifies a type of benefit or special payment to an employee. Examples of benefit types include Allowance, Travel Advance and Bonus.

From the home page or left menu, click Administer Database under Configure System.

In the "Employee Lists" section, select Benefit Type.
EmployeeLists.png
The Benefit Type page opens, showing all the Benefit Types entered in the database. Either click Add New Benefit Type or select an existing benefit type and click Update This Information to edit it. Benefit1.png
The Benefit Type form opens. Enter the Name of the benefit type. Click Confirm and confirm that the name entered is correct. If it is not correct, click Edit to change it. If it is, click Save to save it. Benefit2.png

Troubleshooting

An error message appears when Confirm is clicked.

Make sure that the benefit type has not already been entered. Change the name and try saving again. If you do not want to add the benefit type after all, click Return (do not save changes).


Add a Marital Status

Marital status is used to identify employees' legal status. Examples of marital status include Single, Married, Divorced and Widowed.

From the home page or left menu, click Administer Database under Configure System.

In the "Employee Lists" section, select Marital Status.
EmployeeLists.png
The Marital Status page opens, showing all the Marital Status items entered in the database. Either click Add New Marital Status or select an existing marital status and click Update This Information to edit it. MaritalStatus1.png
The Marital Status form opens. Enter the Name of the marital status. Click Confirm and confirm that the name entered is correct. If it is not correct, click Edit to change it. If it is, click Save to save it. MaritalStatus2.png

Troubleshooting

An error message appears when Confirm is clicked.

Make certain that the marital status has not already been entered. Change the name and try saving again. If you do not want to add the marital status after all, click Return (do not save changes).


Add a Reason for Departure

Reasons for departure are used to classify the reasons why an employee has left the employment of the organization or changed positions. Examples of reasons for departure include Promotion, Termination, Layoff, Illness, Death and Out Migration.

From the home page or left menu, click Administer Database under Configure System.

In the "Employee Lists" section, select Reasons for Departure.
EmployeeLists.png
The Reason for Departure page opens, showing all the reasons for departure entered in the database. Either click Add New Reasons for Departure or select an existing reason for departure and click Update This Information to edit it. Departure1.png
The Reason for Departure form opens. Enter the Name of the reason for departure. Click Confirm and confirm that the name entered is correct. If it is not correct, click Edit to change it. If it is, click Save to save it. Departure2.png

Troubleshooting

An error message appears when Confirm is clicked.

Make certain that the reason for departure has not already been entered. Change the name and try saving again. If you do not want to add the reason for departure after all, click Return (do not save changes).