Overview

Learn how to efficiently navigate and access comprehensive employee information within your HR management system. This training covers data security, privacy compliance, and effective information retrieval techniques using the Manager View interface.

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Key Learning Objectives:

• Navigate the My Employees section and employee profile interface
• Review and update employee personal information and contact details
• Access employment summary and organizational information
• Manage employee time off requests and balances effectively </aside>

Training Video

https://app.arcade.software/share/sOoDMtEteXcqeidzApxd

Quick Reference Guide

Click the link below to download the guide as a PDF

employee_record_guide.pdf

pto_request_guide.pdf

Follow these 8 essential steps to access and manage employee records:

1. Open Manager Dashboard - Switch to the Manager Dashboard view in the Employee Portal
2. Go to "My Employees" - Select My Employees to see your team list
3. Choose an employee - Click the employee's name to open their record
4. View/edit personal details - Review and modify the employee's personal information
5. Employment Summary - Review employment details for the employee
6. Contact Information - View/edit phone, email, and other contact details