Introduction
The Employee Note Group feature in ProdSys allows businesses to create and manage different types of notes related to employees. These notes can be used to record various pieces of information about the employees, such as certifications, personal cases, and training. Having a structured way to categorize and store employee notes helps maintain organized and accessible records. This article provides an overview of how to manage employee notes and use note types effectively in ProdSys.
Purpose of the Employee Note Group
The primary purpose of the Employee Note Group is to allow users to categorize and store employee-related notes efficiently. This helps businesses keep track of important information related to certifications, health, training, and other personal details that are important for HR management.
Accessing the Employee Note Group in ProdSys
To manage employee notes in ProdSys:
Login: Begin by logging into your ProdSys account using your credentials.
Navigate to Employee Note Types: From the main menu, go to System > Settings > Employed Note Type.
This will display a list of predefined note types, such as Clothing Size,
Welding Certificate, and Education.
Link to Employed Note Type.
Key Features of the Employee Note Group Page
Note Type: This column shows the type of note that can be added for employees. For example, notes could track certifications, clothing sizes, or education.
Search and Filter: The search bar allows you to search for specific note types by name or filter by category.
Add a New Note Type: You can add new note types to the system by clicking the "+" button in the top-left corner. This is useful if you need to track specific information that is not covered by the default options.
Edit or Delete: Clicking the three dots next to a note type allows you to edit or delete the note type from the system.
How to Add a New Employee Note Type
Click the "+" Button: To add a new note type, click the "+" button at the top-left of the screen.
Enter Note Details: Type in the name of the note type, such as "First Aid Certification" or "Performance Review."
Save the Note Type: Once the details are entered, click Save to add the note type to the system.
How to Assign Notes to Employees
Once the note types are created, you can easily assign them to individual employees.
Open the Employee Profile: From the main menu, navigate to the employee whose profile you wish to update.
Select Note Type: Go to the notes section and select the appropriate note type from the drop-down list.
Add Note Details: Input the details related to the note, such as the certification number, the date the course was taken, or any relevant observations.
Save the Note: After entering the required information, save the note. This will ensure the note is now associated with the employee's profile.
Best Practices for Using Employee Note Types
Organize Notes by Category: Use descriptive note types to ensure that all employee-related information is properly categorized and easy to retrieve.
Regularly Update Notes: Ensure that notes are kept up to date, especially for certifications or health records that may expire over time.
Use Notes for Tracking Compliance: For industries where compliance is important, use the note types to track certifications, training, and any other legally required documentation.
Conclusion
The Employee Note Group in ProdSys is a versatile tool for tracking and managing a wide variety of employee-related information. By creating and organizing notes, businesses can maintain well-structured records that are easy to access and update. Regularly managing and reviewing employee notes ensures that important details are never overlooked and that compliance requirements are met.