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Employee Records

The Employees module helps you maintain comprehensive employee information, track certifications, and manage compliance requirements. This guide covers employee record management in Taskr.

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Overview

Employee records in Taskr centralize:

• Personal and contact information
• Employment details and history
• Certifications and licenses
• Training records
• Compliance status

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Accessing Employee Records

1. Navigate to Compliance in the main menu
2. Select Employees from the submenu
3. View the employee directory

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Employee Directory

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Directory Views

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Filtering Employees

Filter the directory by:

• Department or team
• Employment status (active, inactive)
• Location
• Certification status
• Role or position

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Adding an Employee

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Step 1: Basic Information

1. Click Add Employee
2. Enter personal details:

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Step 2: Employment Details

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Step 3: Work Information

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Step 4: Emergency Contact

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Certifications and Licenses

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Adding Certifications

Track required certifications:

1. Open employee record
2. Go to Certifications tab
3. Click Add Certification
4. Enter certification details:

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Certification Status

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Uploading Certificates

1. Open the certification record
2. Click Attach Document
3. Upload the certificate file
4. Add notes if needed
5. Click Save

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Training Records

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Recording Training

1. Go to employee’s Training tab
2. Click Add Training Record
3. Enter training details:

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Required Training

Set up mandatory training requirements:

1. Navigate to Settings > Compliance
2. Go to Training Requirements
3. Define required courses by role
4. Set recertification periods

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Training Compliance

View training status across employees:

• Completed training
• Outstanding requirements
• Overdue training
• Upcoming renewals

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Qualifications

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Managing Qualifications

Track employee qualifications:

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Adding Qualifications

1. Open employee record
2. Navigate to Qualifications tab
3. Click Add Qualification
4. Enter details and upload documentation
5. Save the record

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Employee Compliance

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Compliance Dashboard

Each employee record shows:

• Overall compliance status
• Valid certifications count
• Expiring items
• Overdue requirements
• Required vs completed training

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Compliance Rules for Employees

Link compliance rules to employees:

1. Open employee record
2. Go to Compliance tab
3. Click Add Requirement
4. Select applicable rules
5. Set effective dates

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Bulk Compliance Updates

Update multiple employees:

1. Select employees from the directory
2. Click Bulk Actions
3. Choose action:
   • Add certification
   • Update status
   • Assign training
4. Apply to selected employees

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Employee Status

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Status Types

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Changing Status

1. Open employee record
2. Click Change Status
3. Select new status
4. Enter effective date
5. Add notes for records
6. Save changes

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Reporting

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Employee Reports

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Generating Reports

1. Go to Employees > Reports
2. Select report type
3. Apply filters
4. Generate and export

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Best Practices

• Keep employee records current with regular reviews
• Set certification reminders at least 60 days before expiry
• Upload copies of all certificates and qualifications
• Link employees to their required compliance rules
• Conduct quarterly certification audits
• Archive records for terminated employees
• Maintain emergency contact information
• Document all training completions promptly

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Troubleshooting

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Employee Not Appearing in Scheduling

• Verify employee status is Active
• Check team/location assignments
• Review skill requirements for the job

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Certification Alerts Not Sending

• Confirm employee email is valid
• Check notification settings
• Verify expiry dates are set correctly

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Related Documentation:

• Leave Management
• Shifts
• Team Members

Back to Compliance | Back to Documentation Index