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Employee Record - Credential

Make sure you have completed following session(s)

l   Add New Employee

 

What is Credential

Sometimes, employees are not allowed to work without some kind of licenses, certificates, or permits. Credential normally refer to the records of those licenses, such as Driving license, Electrical Engineering License, Construction Industry Safety Training Certificate, etc. For each credential record, you may record the details such as the credential type, issued by which organization, the effective period, and a free text box for any text remark. Please follow below steps to add new credential record.

 

Steps

1.          Open the screen “Employee Record” and select the [Credential] icon on the left.

 

 

2            Click the [New] button to add credential record

 

 

3            Enter the credential details :

 

Data field

Explanation

Example

Credential Type

The name of the type of license.

You may select the license type from the list, or input a new license type directly. You will be asked to save the new license type into the list for future selection.

You can also maintain the selection list in Item setup > Credential Setup.

Driving license, Electrical Engineering License, Construction Industry Safety Training Certificate, 駕駛執照, 安全卡, 保安牌, 電業工程人員註冊證明書, 建造業工人註冊證

Organization

The issuer of the license.

You may select the issuer from the list, or input a new issuer directly. You will be asked to save the new issuer into the list for future selection.

You can also maintain the selection list in Item setup > Credential Provider.

Transport Department, EMSD, Electrical and Mechanical Services Department, Construction Industry Council, 運輸署, 機電工程署, 建造業議會

Ref. number

The reference number of the license

CWR17999999

Valid Date

The effective period of the license. Or, the issue date and the expiry date of the license.

2016/01/01, 2018/12/31

Show in reminder

If this option is enabled, when this license is already expired, or near to be expired, it will be shown in the Reminder list. Note that the “Passports / Licenses” options are also need to be enabled in Reminder setup.

 

Remarks

Any text remark for this license record.

Not yet verified

Attachment

You can attach a file (e.g. scanned image of the license) to the current license record by click the [Open] button. Please note that the file should be placed at a fixed folder first. You are recommended to choose a common folder (i.e. network shared folder) which can be access by every user with same file path so that everyone can open the file.

N:\image\A0001_drv_lcn_2018.jpg

       

 

4            Click the [Update] button to save the changes.

 

 

See also

View Edit Employee

Item Setup