Learn about how to use Maintenance Connection to manage labor, training, hiring, reviews and other general HR-related processes.

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

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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)

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Access Labor and Member Modules from
Explorer
Overview of Labor Records (cont’d)

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Displays all Labor records (including
Inactive)
Search functionality to easily identify
specific records
Labor Explorer

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Labor ID, Name, and Initials used for
general Labor identification
Employee Type options include
Contractor, Employee, or Transfer to
Requester Module
Update Labor Info

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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)

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Position Details typically associated with
work being performed
Update Labor Info (cont’d)

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Attach Image used to upload, take
snapshot, or add photos to record
Update Labor Info (cont’d)

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Contact tab stores applicable contact info
Email and SMS fields used for Notifications
Pager, PDA ID, and URL used for reporting
Contact Information

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Hourly rates and charge rates for Labor
Calculates Labor cost on Work Orders
Rates

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Rates Manager provides single screen to
update rates for employees
Rates (cont’d)

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Lists all licensing, certifications, and
training completed
Records added are managed from Training
module
Training

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Edit details of Training
• Training name not editable from Labor record
Training (cont’d)

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Training Module Overview
Training Tabs
Training Module Defined

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Stores Licenses, Training Certifications,
and Training Programs attended
Can be associated to labor resources
Training Module Overview

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Details tab stores general and identifying
information
Training Tabs

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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)

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Staff Departures Primary Steps
Staff Rehiring Primary Steps
Departures and Rehiring

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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

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In the following example a Labor record
will be taken through the necessary steps
to efficiently take care of a staff departure
Staff Departures: Example

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Delete Member record to remove access:
Staff Departures: Example (cont’d)

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Set Labor / Requester record inactive to
remove from lookups:
Staff Departures: Example (cont’d)

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Move inactive records to bottom of
Explorer to avoid cluttering the Explorer:
Staff Departures: Example (cont’d)

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Use Conditional Formatting to visually
alter records in Explorer:
Staff Departures: Example (cont’d)

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Conditional Formatting results in Explorer:
Staff Departures: Example (cont’d)

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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

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In the following example a Labor record
will be taken through the necessary steps
to efficiently take care of a staff rehire
Staff Rehiring: Example

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Update status of Labor / Requester record
to Active and remove “z-” from Name:
Staff Rehiring: Example (cont’d)

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Use existing login credentials to request
authorization (same Member ID and
Password should be used):
Staff Rehiring: Example (cont’d)

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Staff approval and linking to existing Labor
/ Requester record:
Staff Rehiring: Example (cont’d)

35. MC University
Reporting Examples
Batch Updating Labor Records
Human Resource Reporting and Updates

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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

37. MC University
Editable Smart Report with Labor contact
info:
Reporting Examples (cont’d)

38. MC University
Labor Training List with Chart:
Reporting Examples (cont’d)

39. MC University
Training List by Category:
Reporting Examples (cont’d)

40. MC University
Update similar fields on multiple Labor
records simultaneously
Accessible through the Expanded Explorer
view
Batch Updating Labor Records

41. MC University
Update many different fields specific to
Labor / Requester records
Batch Updating Labor Records (cont’d)

42. Thank You for
Watching!