SA06 - Human Resource Management (MCU)
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Learn about how to use Maintenance Connection to manage labor, training, hiring, reviews and other general HR-related processes.
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SA06 - Human Resource Management (MCU)
- 1. MC University SA06|Human Resource Management
- 2. MC University Labor Management Training Module Defined Departures and Rehiring Human Resources Reporting and Updates Agenda
- 3. MC University Overview of Labor Records Labor Explorer Update Labor Info Contact Information Rates Training Labor Management
- 4. MC University Member record is required to access MC Labor / Requester record determines Member’s access Overview of Labor Records
- 5. MC University 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)
- 6. MC University Access Labor and Member Modules from Explorer Overview of Labor Records (cont’d)
- 7. MC University Displays all Labor records (including Inactive) Search functionality to easily identify specific records Labor Explorer
- 8. MC University Labor ID, Name, and Initials used for general Labor identification Employee Type options include Contractor, Employee, or Transfer to Requester Module Update Labor Info
- 9. MC University 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)
- 10. MC University Position Details typically associated with work being performed Update Labor Info (cont’d)
- 11. MC University Attach Image used to upload, take snapshot, or add photos to record Update Labor Info (cont’d)
- 12. MC University Contact tab stores applicable contact info Email and SMS fields used for Notifications Pager, PDA ID, and URL used for reporting Contact Information
- 13. MC University Hourly rates and charge rates for Labor Calculates Labor cost on Work Orders Rates
- 14. MC University Rates Manager provides single screen to update rates for employees Rates (cont’d)
- 15. MC University Lists all licensing, certifications, and training completed Records added are managed from Training module Training
- 16. MC University Edit details of Training • Training name not editable from Labor record Training (cont’d)
- 17. MC University Training Module Overview Training Tabs Training Module Defined
- 18. MC University Stores Licenses, Training Certifications, and Training Programs attended Can be associated to labor resources Training Module Overview
- 19. MC University Details tab stores general and identifying information Training Tabs
- 20. MC University 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)
- 21. MC University Reports tab lists Labor possessing the training, certification, or license Other training details also displayed with Smart Report functionality Training Tabs (cont’d)
- 22. MC University Staff Departures Primary Steps Staff Rehiring Primary Steps Departures and Rehiring
- 23. MC University 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
- 24. MC University Now let’s take a look at taking the necessary steps to efficiently complete a staff departure in MC! Staff Departures: Example
- 25. MC University 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
- 26. MC University Now let’s take a look at taking the necessary steps to perform a staff rehire in MC! Staff Rehiring: Example
- 27. MC University Reporting Examples Batch Updating Labor Records Human Resource Reporting and Updates
- 28. MC University Reporting can be an important part of managing Labor and Training within MC Standard Training and Labor Report folders available Create Custom HR folder! Reporting Examples
- 29. MC University Editable Smart Report with Labor contact info: Reporting Examples (cont’d)
- 30. MC University Labor Training List with Chart: Reporting Examples (cont’d)
- 31. MC University Training List by Category: Reporting Examples (cont’d)
- 32. MC University Update similar fields on multiple Labor records simultaneously Accessible through the Expanded Explorer view Batch Updating Labor Records
- 33. MC University Update many different fields specific to Labor / Requester records Batch Updating Labor Records (cont’d)
Editor's Notes
- Delete Member record to remove access: Set Labor / Requester record inactive to remove from lookups: Move inactive records to bottom of Explorer to avoid cluttering the Explorer: Use Conditional Formatting to visually alter records in Explorer: Conditional Formatting results in Explorer:
- Update status of Labor / Requester record to Active and remove “z-” from Name: Use existing login credentials to request authorization (same Member ID and Password should be used): Staff approval and linking to existing Labor / Requester record: