Human ressources management

Follow the steps below to add a discipline to an employee:

Adding a Discipline

There are two ways to add a discipline to an employee:

• Through the employee's profile directly under the discipline tab then + Add
• Through the Employees > Disciplines module and + Add (best if you have several disciplines to add)

When you click on + Add, simply fill in the required fields and save. You can also add attachments.

Editing or deleting a discipline

When you go through Employees > Disciplines, you can view the disciplines added according to a chosen date. Click on the pencil icon to edit the entry or delete it. You can also click on the paperclip icon to view attachments (if any). 

View the summary

Click on Employees > Disciplines > View Summaries to access the summary of disciplines for the entire company. You will see all employees with visual alerts (green, yellow, red) according to the standards configured beforehand. You can also configure a different standard for each month. To do this, go through Company > Norms.

1. Go to the Health and Safety > Work accidents section.

2. Locate the work accident entry, click on Update under the Profile notes column.

3. A window will open. To add a note, enter the date and your notes in the empty fields at the bottom of the window. If needed you can also add attachments.

4. Click on Add to save changes.

To create a work accident entry: 

1. Go to the Health & Safety > Work accidents section and click on the + Add button.

2. Select the employee from the drop-down and complete the fields related to the accident.

3. In order to add the missed days to the accident, uncheck No absence days to add a start and end date of absence and thus see the calendar of the missed days. In the event of a partial return or temporary assignment, it is important to edit the days missed to remove the days worked. 
   No absence entry will be made when saving, as this is informational only. For information on how to create an absence request, refer to the article Create an absence entry for an employee.

4. If the file is consolidated, you must select Consolidated file and add a consolidation date.
   ⚠️Warning: a consolidated file cannot be edited. You can easily re-open it by clicking on the file icon in the file status column of the work accidents analysis page.

5. Click on Save. 

💡TIPS AND TRICKS

You can leave some fields untouched depending on the information you have on hands. You will be able to add the other information as you go. 

The severity of the accident will not be considered in your KPI statistics. Each of the accident entries will be equal to the value of 1 per accident.

To delete a work accident entry:

1. Go to the Health and Safety > Work Accidents  section

2. Locate the request to delete

3. Swipe right until you see the paper/pencil icon to access editing

   

4. On the editing page, click on delete at the bottom left

5. Confirm the deletion

Managing reminders, certifications and training 

1. Why am I not getting reminders for trainings? 

Reminders are exclusively linked to certificates that have a renewal date. Training sessions themselves do not trigger automatic reminders. To receive reminders, you must first create a certificate and then associate the training with that certificate. This ensures that reminders are generated based on the certificate’s renewal date.

2. How enable automatic certificate renewals? 

To enable automatic certificate renewals, follow these steps:

1. Create the certificate: Start by creating a certificate and filling in all the required information, including the issue date and the planned renewal date.

2. Associate training: Create the training and make sure to select the corresponding certificate from the list of available options.

3. Complete the training details: Enter additional information such as the trainer’s name and the date on which the training will take place.

4. Assign to employees: Finally, assign the training to the employees. The system will automatically renew the certificates according to the scheduled date.

3. What happens if I create the training only within the certificate? 

Creating a training directly within the certificate without using the separate training creation process may result in missing crucial information, such as the trainer’s name and the training date. To avoid these omissions, it is recommended to first create the certificate with all the required information and then associate the training with it. This approach ensures detailed and well-organized management of training and certifications.

4. What is the recommended methos to manage certificates and training? 

The best practice is to: create certificates, associate training, complete the details, and assign them to employees.

After adding a note to a work accident, a reminder will appear on your home page 2 weeks before the date indicated in the note on file. The reminder will disappear the day after the date indicated in the accident file note.

You can also see the notes by going to Health & Safety > Work Accidents and clicking on Update under the Profile Notes column.

For more information on how to enter a work accident, please refer to the article Create a work accident entry.