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TRAIN TRACK® Web Edition Help Manual

Employee Detail

Illustration # Field Description
Training Detail Screen 1 Last Name Last or family name.
2 First Name First or given name.
3 ID Number Each employee must have a unique identification number. If you do not enter one, one will be added for you.
4 Phone Phone number or extension.
5 Cell Phone Cell or mobile phone number.
6 Home Phone Home phone number.
7 Department Select the department from your list of departments.
8 Job Title Select the primary job title from your list of job titles.
9 Shift Select the shift from your list of shifts.
10 Location Select the location from your list of locations.
11 Employee Type Select the employee type from your list of employee types.
12 Status Select "active" or "inactive".
13 Linked File To link a file or folder to the employee record, right-click and select "edit hyperlink", or copy and paste the link into the field.
14 Supervisor Select the supervisor from your list of active employees.
15 Email The email address where the employee will receive automatic email notices and forgotten password links.
16 Other You may use this field to store any additional information.
17 Start Date Enter the employee start date or select it from the calendar by clicking the calendar icon.
18 End Date Enter the employee end date or select it from the calendar by clicking the calendar icon.

 

Illustration # Field Description
Training Detail Screen 1 Save Changes Click to save any changes you have made.
2 Delete Employee Click to delete this employee record. You will confirm the deletion on the next screen.
3 Status of Required Training Tab This tab shows the status of required training (training that has been assigned as required). Click the training title to open the training detail record.
4 Completed Tab This tab shows all completions for this employee (for both required and non-required training). Click the training title to open the training detail record.
5 Additional Job Titles Tab This tab shows additional job titles assigned to the employee. Training required for the additional job titles will be required for the employee. Click the job title to open the job title detail screen.
6 Job Title History Tab This tab shows the job title history for the employee.
7 Completed Exams Tab This tab shows completed exams for the employee. Click the link to see the question and answer details.
8 Back to Employee List Click this link to return to the employee list screen.
     

 

 

Additional Job Titles Tab

The additional job titles tab displays additional job titles associated with the employee. The empoyee will automatically be required to complete all training that is required for each of their job titles.

To add job titles, follow these steps:

1. From the employee detail screem, additional job titles tab, click add job title.
2. From the add job title screen, select the job title you wish to add.
3. Click add.

To delete job titles, follow these steps:

1. From the employee detail screem, additional job titles tab, select the job title you wish to delete.
2. Click on the record ID number.
3. Click Delete.

 

Delete Employee Record

To delete an Employee record, follow these steps:

  1. Go to the employee detail screen.
  2. Click Delete employee. The delete employee screen will open.
  3. Click Delete

Add Employee

From the navigation pane, select Employees > Add Employee. The add employee screen will open. Type the data in the fields, and click Add.