[HR] HR Resource Tabs Explained

The HR Resource form includes multiple tabs to track detailed employee information. Data can be entered, edited, or removed directly in a tab’s grid, or via the related form (double-click a grid line or select Open Related Record from the Records menu).

Tab Summaries:

• Applicant Reference: Enter contact information for applicant references; use Notes for additional details.

• Applicant Position: Track positions applied for, including full-time/part-time status and hours.

• Applicant Interview: Record interview details, previous employment, application status, and interviewer comments.

• Contacts: Define emergency contacts, relationships, addresses, and phone numbers.

• Dependents: Track employee dependents for benefits (health, life, COBRA, etc.).

• Benefits: Define and track employee and dependent benefits.

• Employment History: Record events like hires, terminations, position changes, raises, leaves, accidents, and grievances.

• Salary History: Track employee salary history.

• Reviews: Document employee reviews.

• Schedule: Define work schedules and leave requests.

• Training/Education: Track employee training and education.

• Skills: Track employee skills and certifications, including issue and expiration dates.

• Rewards: Track employee rewards, including descriptions, amounts, and reasons.

• Discipline: Record disciplinary incidents, actions taken, suspensions, warnings, and follow-ups.

• Grievances: Track grievances, outcomes, and hearing/appeal dates.

• Accident Tracking: Track workplace accidents.

• COBRA: Enter COBRA information, including coverage termination, eligibility, events, and premium amounts.

• Assigned Assets: Track assets assigned to employees, including check-out and check-in.