MC University

SA06|Human Resource Management

MC University

Labor Management Training Module DefinedDepartures and RehiringHuman Resources Reporting and Updates

Agenda

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Overview of Labor RecordsLabor Explorer Update Labor Info Contact Information RatesTraining

Labor Management

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Member record is required to access MC Labor / Requester record determines Member’s access

Overview of Labor Records

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Upon Member approval existing Labor records can be linked or a new one can be created automatically Labor records stored in Labor Module

Overview of Labor Records (cont’d)

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Access Labor and Member Modules from Explorer

Overview of Labor Records (cont’d)

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Displays all Labor records (including Inactive) Search functionality to easily identify specific records

Labor Explorer

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Labor ID, Name, and Initials used for general Labor identificationEmployee Type options include Contractor, Employee, or Transfer to Requester Module

Update Labor Info

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Employment status and date information options can be edited Job Title and Craft for recording what the Labor does for organization

Update Labor Info (cont’d)

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Position Details typically associated with work being performed

Update Labor Info (cont’d)

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Attach Image used to upload, take snapshot, or add photos to record

Update Labor Info (cont’d)

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Contact tab stores applicable contact infoEmail and SMS fields used for NotificationsPager, PDA ID, and URL used for reporting

Contact Information

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Hourly rates and charge rates for Labor Calculates Labor cost on Work Orders

Rates

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Rates Manager provides single screen to update rates for employees

Rates (cont’d)

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Lists all licensing, certifications, and training completed Records added are managed from Training module

Training

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Edit details of Training • Training name not editable from Labor record

Training (cont’d)

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Training Module OverviewTraining Tabs

Training Module Defined

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Stores Licenses, Training Certifications, and Training Programs attended Can be associated to labor resources

Training Module Overview

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Details tab stores general and identifying information

Training Tabs

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Attendees tab allows users to quickly add, view, or delete attendees for a Training Program Employees will have Training auto-added to associated Labor record

Training Tabs (cont’d)

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Reports tab lists Labor possessing the training, certification, or license Other training details also displayed with Smart Report functionality

Training Tabs (cont’d)

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Staff Departures Primary StepsStaff Rehiring Primary Steps

Departures and Rehiring

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Primary steps when there are staff departures: • Delete Member record• Set Labor / Requester record to inactive• Move inactive Labor records in Explorer • Setup Conditional Formatting

Staff Departures Primary Steps

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Now let’s take a look at taking the necessary steps to efficiently complete a staff departure in MC!

Staff Departures: Example

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Primary steps to rehiring staff:• Update status of Labor / Requester record• Use existing login credentials for

authorization• Approve and link to existing record

Staff Rehiring Primary Steps

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Now let’s take a look at taking the necessary steps to perform a staff rehire in MC!

Staff Rehiring: Example

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Reporting Examples Batch Updating Labor Records

Human Resource Reporting and Updates

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Reporting can be an important part of managing Labor and Training within MC Standard Training and Labor Report folders availableCreate Custom HR folder!

Reporting Examples

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Editable Smart Report with Labor contact info:

Reporting Examples (cont’d)

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Labor Training List with Chart:

Reporting Examples (cont’d)

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Training List by Category:

Reporting Examples (cont’d)

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Update similar fields on multiple Labor records simultaneously Accessible through the Expanded Explorer view

Batch Updating Labor Records

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Update many different fields specific to Labor / Requester records

Batch Updating Labor Records (cont’d)

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