The tabs on the HR Resource form allow for tracking additional information about the resource, such as dependents, benefits, skills, training, and so on. Information may be entered, modified, or removed directly from the grid of a tab on the HR Resource form, or by using the related form, which is accessible by double-clicking a grid line or by selecting Open Related Record in Form from the Records menu.
- Applicant Reference: This tab is used to enter contact information for an applicant's references. To enter additional information about the reference or the applicant (as provided by the reference), use the Notes tab.
- Applicant Position: This tab is used to identify the positions for which an applicant is applying. Once a position code is selected, you can specify whether the applicant is applying for a full-time or a part-time position. If part-time, you can also specify the number of hours per week the applicant is willing to work.
- Applicant Interview: This tab is used to enter and track interview information about the applicant. In addition to recording which position the applicant is applying for and who the interview is, space is provided for recording previous employment and job application status information, as well as interviewer comments and other notes about the applicant obtained during the interview.
- Contacts: This tab is used to set up and define emergency contacts for the employee. For each contact you set up, you will define the relationship to the resource, the address, and home, work, and cell phone numbers at which the contact can be reached.
- Dependents: This tab is used to set up and define employee dependents. Dependent information is used in benefit tracking (health insurance, life insurance, COBRA, and so on).
- Benefits: This tab is used to define and track benefit information for employees and their dependents.
- Employment History: This tab is used to track employment history events for employees. This includes events such as interview/hire/start dates, seasonal layoffs, terminations, position changes, merit raises, leaves of absence, accidents, grievances, and so on. Each event is defined by date, code type, employment history code, and the supervisor assigned to the employee at the time of the event.
- Salary History: This tab is used to set up and maintain salary histories for employees.
- Reviews: This tab is used to document and maintain information regarding employee reviews.
- Schedule: This tab is used to define resource schedules or to modify leave requests for a resource.
- Training/Education: This tab is used to define and track training for a resource.
- Skills: This tab is used to define and track specific skills for a resource. Skill codes are used to identify all of an employee's skills. For those skills where certifications apply, certification issuance and expiration dates may also be documented here.
- Rewards: This tab is used to track rewards received by an employee. Descriptions of the rewards, reward amounts, and reasons for the rewards may be documented here.
- Discipline: This tab is used to record and track disciplinary incidents for an employee. For each incident recorded, the discipline code, description, and action taken as a result may be documented. If suspension occurred, the number of days the employee was suspended, whether or not a warning was issued, and when a follow-up review is to take place may be documented here.
- Grievances: This tab is used to enter and track grievances filed by employees. For each grievance recorded, the date the grievance was filed, a description of the grievance, the outcome, and hearing and appeal dates (if applicable) may be documented here.
- Accident Tracking: This tab is used to track accidents that occur on the job.
- COBRA: This tab is used to enter COBRA information for resources and their dependents. This includes qualifying information such as health coverage termination dates, eligibility dates, qualifying events, and so on. Enrollment information and premium amounts (both company-paid and employee paid) may also be documented here.
- Assigned Assets: This tab allows assets to be checked out to, tracked, and checked back in by a resource.
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