HR Records can be allocated on an individual basis via the employee record which can be access via the 'Timesheet' or 'Attendance' screens by double-clicking on an employees name. Alternatively, you can do this via 'Employees' then 'Employees' within the settings of your environment.
Once you have accessed the relevant employee record, navigate to the 'Records' tab.
To apply a new record to the employee, simply select the 'Create Record' button, which brings up the below interface:
Record Detail - This is where you'd define which record detail it is that you're adding to the employee - In this example it is 'Medical' (Type), 'Signed Off Document' (Detail).
Provider - This can be the provider of this type/detail - For example 'Chronicle Computing' could be the provider of the safety equipment.
Start Date - This would be when this record begins, it could be the date of when training was completed, when the equipment was provided, date of appraisal.
End Date - This would be when the record expires or needs to be recomplete - For example when the training expires and needs to be re-taken.
Cost - Here you can enter any costs that this record might have incurred, such as the price of any equipment, cost of training.
Importance - You can define how important this is, between 'High, Medium, Low, Mandatory'. You can filter to a specific type of importance via the HR records dashboard.
Document - With this, you can attach any document to this record that has been uploaded to the employee record already for example a certificate or a signed appraisal.
Record Label - This is where you can use any created 'Record Labels' to further define this record.
Recurring - This is where you'd define if this is reoccurs at all, from 'No, Weekly, Monthly or Yearly'.
Completed - If adding this at a later date, you can define this as already completed if necessary.
Notes - Here you can add any additional notes onto the record, such as who performed the training/appraisal.
Adding Records in Bulk
Records can also be added to multiple employees at once, however not in as much detail as doing this individually. This can be done via the 'Bulk Editor' found within the 'Toolbox' drop-down along the top.
Within the bulk editor, simply select all of the employees that are required to have this added then navigate below the table of employees. On the right-hand side, you'll see the below option to define details of the record. Once complete, select the 'Create' button.
HR Records in the HR Dashboard
This is where you'll be able to view various records that are applied to employees. You'd locate this within the 'HR' tab on the main-page of Chronicle then the 'HR Dashboard' option.
The records are colour coded using a Legend.
Green – Valid
Amber – Expiring in 60 days
Red Expiring in 30 Days
Red Triangle - Expired
HR Records Screen
All records that are assigned to employees can be found within its own dedicated screen, more information regarding this screen specifically can be found here: V2 - HR Records Screen – Chronicle Computing
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