Human Resources People Management

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CHAPTER 24 EMPLOYEE ORIENTATION

Modifying or deleting an employee orientation record


Use the Orientation Checklist window to modify or delete an employee
orientation record. You can modify the employee’s orientation checklist to
reflect changes such as when orientation items are completed.

To modify or delete an employee orientation record:



  1. Open the Orientation Checklist window.
    (Cards >> Human Resources >> Employee >> Orientation)

  2. Enter or select an employee ID and select an orientation name.

  3. Make your changes to the orientation checklist items and choose Save.

  4. To delete an employee orientation record, choose Delete.


Completing an employee’s orientation.................................................................................


Use the Orientation Checklist window to complete the orientation process
for an employee. The orientation checklist is complete when all of the
checklist items are marked.

To complete an employee’s orientation:



  1. Open the Orientation Checklist window.
    (Cards >> Human Resources >> Employee >> Orientation)

  2. Enter or select an employee ID.

  3. Select an orientation name and enter the date the employee’s
    orientation was completed in the End Date field.

  4. Expand the scrolling window and enter the date and time for each
    checklist item.

  5. Enter the name of the person verifying the completion of the
    orientation process.

  6. Choose Save.

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