Human Resource Management (SA06)

System Administrator Track

1 Open Internet Explorer 2 Type into the address bar wwwmaintenanceconnectioncom 3 Click Log In button 4 Enter the following

Member ID SA_CHECKPOINT Password Checkpoint2014

Note During the seminar please do not ldquoSaverdquo while following along with a specific example unless directed to do so by your course instructor

Wireless SSID CHECKPOINT Wireless Password CHECKPOINT

Logon Instructions

1 Open Internet Explorer 2 Type into the address bar wwwmaintenanceconnectioncom 3 Click Log In button 4 Enter the following

Member ID SA_CHECKPOINT Password Checkpoint2014

Note During the seminar please do not ldquoSaverdquo while following along with a specific example unless directed to do so by your course instructor

Wireless SSID CHECKPOINT Wireless Password CHECKPOINT

Logon Instructions

Presenter Names Marc Ackers and Adam OrsquoBrien

Background information

bull Role and expertise at Maintenance Connection

bull Fun Fact

Presenter Bio

Labor Management

Training Module Defined

Departures and Rehiring

Human Resources Reporting and Updates

Agenda

Overview of Labor Records

Labor Explorer

Update Labor Info

Contact Information

Rates

Training

Labor Management

Member record is required to access MC

Labor Requester record determines Memberrsquos access

Overview of Labor Records

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 (contrsquod)

Access Labor and Member Modules from Explorer

Overview of Labor Records (contrsquod)

Displays all Labor records (including Inactive)

Search functionality to easily identify specific records

Labor Explorer

Labor ID Name and Initials used for general Labor identification

Employee Type options include Contractor Employee or Transfer to Requester Module

Update Labor Info

Employment status and date information options can be edited

Job Title and Craft for recording what the Labor does for organization

Update Labor Info (contrsquod)

Position Details typically associated with work being performed

Update Labor Info (contrsquod)

Attach Image used to upload take snapshot or add photos to record

Update Labor Info (contrsquod)

Contact tab stores applicable contact info

Email and SMS fields used for Notifications

Pager PDA ID and URL used for reporting

Contact Information

Hourly rates and charge rates for Labor

Calculates Labor cost on Work Orders

Rates

Rates Manager provides single screen to update rates for employees

Rates (contrsquod)

Lists all licensing certifications and training completed

Records added are managed from Training module

Training

Edit details of Training

bull Training name not editable from Labor record

Training (contrsquod)

Training Module Overview

Training Tabs

Training Module Defined

Stores Licenses Training Certifications and Training Programs attended

Can be associated to labor resources

Training Module Overview

Details tab stores general and identifying information

Training Tabs

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 (contrsquod)

Reports tab lists Labor possessing the training certification or license

Other training details also displayed with Smart Report functionality

Training Tabs (contrsquod)

Staff Departures Primary Steps

Staff Rehiring Primary Steps

Departures and Rehiring

Primary steps when there are staff departures

bull Delete Member record

bull Set Labor Requester record to inactive

bull Move inactive Labor records in Explorer

bull Setup Conditional Formatting

Staff Departures Primary Steps

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

Delete Member record to remove access

Staff Departures Example (contrsquod)

Set Labor Requester record inactive to remove from lookups

Staff Departures Example (contrsquod)

Move inactive records to bottom of Explorer to avoid cluttering the Explorer

Staff Departures Example (contrsquod)

Use Conditional Formatting to visually alter records in Explorer

Staff Departures Example (contrsquod)

Conditional Formatting results in Explorer

Staff Departures Example (contrsquod)

Primary steps to rehiring staff

bull Update status of Labor Requester record

bull Use existing login credentials for authorization

bull Approve and link to existing record

Staff Rehiring Primary Steps

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

Update status of Labor Requester record to Active and remove ldquoz-rdquo from Name

Staff Rehiring Example (contrsquod)

Use existing login credentials to request authorization (same Member ID and Password should be used)

Staff Rehiring Example (contrsquod)

Staff approval and linking to existing Labor Requester record

Staff Rehiring Example (contrsquod)

Reporting Examples

Batch Updating Labor Records

Human Resource Reporting and Updates

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

Editable Smart Report with Labor contact info

Reporting Examples (contrsquod)

Labor Training List with Chart

Reporting Examples (contrsquod)

Training List by Category

Reporting Examples (contrsquod)

Update similar fields on multiple Labor records simultaneously

Accessible through the Expanded Explorer view

Batch Updating Labor Records

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Labor Management

Training Module Defined

Departures and Rehiring

Human Resources Reporting and Updates

Agenda

Overview of Labor Records

Labor Explorer

Update Labor Info

Contact Information

Rates

Training

Labor Management

Member record is required to access MC

Labor Requester record determines Memberrsquos access

Overview of Labor Records

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 (contrsquod)

Access Labor and Member Modules from Explorer

Overview of Labor Records (contrsquod)

Displays all Labor records (including Inactive)

Search functionality to easily identify specific records

Labor Explorer

Labor ID Name and Initials used for general Labor identification

Employee Type options include Contractor Employee or Transfer to Requester Module

Update Labor Info

Employment status and date information options can be edited

Job Title and Craft for recording what the Labor does for organization

Update Labor Info (contrsquod)

Position Details typically associated with work being performed

Update Labor Info (contrsquod)

Attach Image used to upload take snapshot or add photos to record

Update Labor Info (contrsquod)

Contact tab stores applicable contact info

Email and SMS fields used for Notifications

Pager PDA ID and URL used for reporting

Contact Information

Hourly rates and charge rates for Labor

Calculates Labor cost on Work Orders

Rates

Rates Manager provides single screen to update rates for employees

Rates (contrsquod)

Lists all licensing certifications and training completed

Records added are managed from Training module

Training

Edit details of Training

bull Training name not editable from Labor record

Training (contrsquod)

Training Module Overview

Training Tabs

Training Module Defined

Stores Licenses Training Certifications and Training Programs attended

Can be associated to labor resources

Training Module Overview

Details tab stores general and identifying information

Training Tabs

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 (contrsquod)

Reports tab lists Labor possessing the training certification or license

Other training details also displayed with Smart Report functionality

Training Tabs (contrsquod)

Staff Departures Primary Steps

Staff Rehiring Primary Steps

Departures and Rehiring

Primary steps when there are staff departures

bull Delete Member record

bull Set Labor Requester record to inactive

bull Move inactive Labor records in Explorer

bull Setup Conditional Formatting

Staff Departures Primary Steps

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

Delete Member record to remove access

Staff Departures Example (contrsquod)

Set Labor Requester record inactive to remove from lookups

Staff Departures Example (contrsquod)

Move inactive records to bottom of Explorer to avoid cluttering the Explorer

Staff Departures Example (contrsquod)

Use Conditional Formatting to visually alter records in Explorer

Staff Departures Example (contrsquod)

Conditional Formatting results in Explorer

Staff Departures Example (contrsquod)

Primary steps to rehiring staff

bull Update status of Labor Requester record

bull Use existing login credentials for authorization

bull Approve and link to existing record

Staff Rehiring Primary Steps

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

Update status of Labor Requester record to Active and remove ldquoz-rdquo from Name

Staff Rehiring Example (contrsquod)

Use existing login credentials to request authorization (same Member ID and Password should be used)

Staff Rehiring Example (contrsquod)

Staff approval and linking to existing Labor Requester record

Staff Rehiring Example (contrsquod)

Reporting Examples

Batch Updating Labor Records

Human Resource Reporting and Updates

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

Editable Smart Report with Labor contact info

Reporting Examples (contrsquod)

Labor Training List with Chart

Reporting Examples (contrsquod)

Training List by Category

Reporting Examples (contrsquod)

Update similar fields on multiple Labor records simultaneously

Accessible through the Expanded Explorer view

Batch Updating Labor Records

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Overview of Labor Records

Labor Explorer

Update Labor Info

Contact Information

Rates

Training

Labor Management

Member record is required to access MC

Labor Requester record determines Memberrsquos access

Overview of Labor Records

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 (contrsquod)

Access Labor and Member Modules from Explorer

Overview of Labor Records (contrsquod)

Displays all Labor records (including Inactive)

Search functionality to easily identify specific records

Labor Explorer

Labor ID Name and Initials used for general Labor identification

Employee Type options include Contractor Employee or Transfer to Requester Module

Update Labor Info

Employment status and date information options can be edited

Job Title and Craft for recording what the Labor does for organization

Update Labor Info (contrsquod)

Position Details typically associated with work being performed

Update Labor Info (contrsquod)

Attach Image used to upload take snapshot or add photos to record

Update Labor Info (contrsquod)

Contact tab stores applicable contact info

Email and SMS fields used for Notifications

Pager PDA ID and URL used for reporting

Contact Information

Hourly rates and charge rates for Labor

Calculates Labor cost on Work Orders

Rates

Rates Manager provides single screen to update rates for employees

Rates (contrsquod)

Lists all licensing certifications and training completed

Records added are managed from Training module

Training

Edit details of Training

bull Training name not editable from Labor record

Training (contrsquod)

Training Module Overview

Training Tabs

Training Module Defined

Stores Licenses Training Certifications and Training Programs attended

Can be associated to labor resources

Training Module Overview

Details tab stores general and identifying information

Training Tabs

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 (contrsquod)

Reports tab lists Labor possessing the training certification or license

Other training details also displayed with Smart Report functionality

Training Tabs (contrsquod)

Staff Departures Primary Steps

Staff Rehiring Primary Steps

Departures and Rehiring

Primary steps when there are staff departures

bull Delete Member record

bull Set Labor Requester record to inactive

bull Move inactive Labor records in Explorer

bull Setup Conditional Formatting

Staff Departures Primary Steps

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

Delete Member record to remove access

Staff Departures Example (contrsquod)

Set Labor Requester record inactive to remove from lookups

Staff Departures Example (contrsquod)

Move inactive records to bottom of Explorer to avoid cluttering the Explorer

Staff Departures Example (contrsquod)

Use Conditional Formatting to visually alter records in Explorer

Staff Departures Example (contrsquod)

Conditional Formatting results in Explorer

Staff Departures Example (contrsquod)

Primary steps to rehiring staff

bull Update status of Labor Requester record

bull Use existing login credentials for authorization

bull Approve and link to existing record

Staff Rehiring Primary Steps

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

Update status of Labor Requester record to Active and remove ldquoz-rdquo from Name

Staff Rehiring Example (contrsquod)

Use existing login credentials to request authorization (same Member ID and Password should be used)

Staff Rehiring Example (contrsquod)

Staff approval and linking to existing Labor Requester record

Staff Rehiring Example (contrsquod)

Reporting Examples

Batch Updating Labor Records

Human Resource Reporting and Updates

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

Editable Smart Report with Labor contact info

Reporting Examples (contrsquod)

Labor Training List with Chart

Reporting Examples (contrsquod)

Training List by Category

Reporting Examples (contrsquod)

Update similar fields on multiple Labor records simultaneously

Accessible through the Expanded Explorer view

Batch Updating Labor Records

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Member record is required to access MC

Labor Requester record determines Memberrsquos access

Overview of Labor Records

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 (contrsquod)

Access Labor and Member Modules from Explorer

Overview of Labor Records (contrsquod)

Displays all Labor records (including Inactive)

Search functionality to easily identify specific records

Labor Explorer

Labor ID Name and Initials used for general Labor identification

Employee Type options include Contractor Employee or Transfer to Requester Module

Update Labor Info

Employment status and date information options can be edited

Job Title and Craft for recording what the Labor does for organization

Update Labor Info (contrsquod)

Position Details typically associated with work being performed

Update Labor Info (contrsquod)

Attach Image used to upload take snapshot or add photos to record

Update Labor Info (contrsquod)

Contact tab stores applicable contact info

Email and SMS fields used for Notifications

Pager PDA ID and URL used for reporting

Contact Information

Hourly rates and charge rates for Labor

Calculates Labor cost on Work Orders

Rates

Rates Manager provides single screen to update rates for employees

Rates (contrsquod)

Lists all licensing certifications and training completed

Records added are managed from Training module

Training

Edit details of Training

bull Training name not editable from Labor record

Training (contrsquod)

Training Module Overview

Training Tabs

Training Module Defined

Stores Licenses Training Certifications and Training Programs attended

Can be associated to labor resources

Training Module Overview

Details tab stores general and identifying information

Training Tabs

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 (contrsquod)

Reports tab lists Labor possessing the training certification or license

Other training details also displayed with Smart Report functionality

Training Tabs (contrsquod)

Staff Departures Primary Steps

Staff Rehiring Primary Steps

Departures and Rehiring

Primary steps when there are staff departures

bull Delete Member record

bull Set Labor Requester record to inactive

bull Move inactive Labor records in Explorer

bull Setup Conditional Formatting

Staff Departures Primary Steps

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

Delete Member record to remove access

Staff Departures Example (contrsquod)

Set Labor Requester record inactive to remove from lookups

Staff Departures Example (contrsquod)

Move inactive records to bottom of Explorer to avoid cluttering the Explorer

Staff Departures Example (contrsquod)

Use Conditional Formatting to visually alter records in Explorer

Staff Departures Example (contrsquod)

Conditional Formatting results in Explorer

Staff Departures Example (contrsquod)

Primary steps to rehiring staff

bull Update status of Labor Requester record

bull Use existing login credentials for authorization

bull Approve and link to existing record

Staff Rehiring Primary Steps

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

Update status of Labor Requester record to Active and remove ldquoz-rdquo from Name

Staff Rehiring Example (contrsquod)

Use existing login credentials to request authorization (same Member ID and Password should be used)

Staff Rehiring Example (contrsquod)

Staff approval and linking to existing Labor Requester record

Staff Rehiring Example (contrsquod)

Reporting Examples

Batch Updating Labor Records

Human Resource Reporting and Updates

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

Editable Smart Report with Labor contact info

Reporting Examples (contrsquod)

Labor Training List with Chart

Reporting Examples (contrsquod)

Training List by Category

Reporting Examples (contrsquod)

Update similar fields on multiple Labor records simultaneously

Accessible through the Expanded Explorer view

Batch Updating Labor Records

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

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 (contrsquod)

Access Labor and Member Modules from Explorer

Overview of Labor Records (contrsquod)

Displays all Labor records (including Inactive)

Search functionality to easily identify specific records

Labor Explorer

Labor ID Name and Initials used for general Labor identification

Employee Type options include Contractor Employee or Transfer to Requester Module

Update Labor Info

Employment status and date information options can be edited

Job Title and Craft for recording what the Labor does for organization

Update Labor Info (contrsquod)

Position Details typically associated with work being performed

Update Labor Info (contrsquod)

Attach Image used to upload take snapshot or add photos to record

Update Labor Info (contrsquod)

Contact tab stores applicable contact info

Email and SMS fields used for Notifications

Pager PDA ID and URL used for reporting

Contact Information

Hourly rates and charge rates for Labor

Calculates Labor cost on Work Orders

Rates

Rates Manager provides single screen to update rates for employees

Rates (contrsquod)

Lists all licensing certifications and training completed

Records added are managed from Training module

Training

Edit details of Training

bull Training name not editable from Labor record

Training (contrsquod)

Training Module Overview

Training Tabs

Training Module Defined

Stores Licenses Training Certifications and Training Programs attended

Can be associated to labor resources

Training Module Overview

Details tab stores general and identifying information

Training Tabs

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 (contrsquod)

Reports tab lists Labor possessing the training certification or license

Other training details also displayed with Smart Report functionality

Training Tabs (contrsquod)

Staff Departures Primary Steps

Staff Rehiring Primary Steps

Departures and Rehiring

Primary steps when there are staff departures

bull Delete Member record

bull Set Labor Requester record to inactive

bull Move inactive Labor records in Explorer

bull Setup Conditional Formatting

Staff Departures Primary Steps

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

Delete Member record to remove access

Staff Departures Example (contrsquod)

Set Labor Requester record inactive to remove from lookups

Staff Departures Example (contrsquod)

Move inactive records to bottom of Explorer to avoid cluttering the Explorer

Staff Departures Example (contrsquod)

Use Conditional Formatting to visually alter records in Explorer

Staff Departures Example (contrsquod)

Conditional Formatting results in Explorer

Staff Departures Example (contrsquod)

Primary steps to rehiring staff

bull Update status of Labor Requester record

bull Use existing login credentials for authorization

bull Approve and link to existing record

Staff Rehiring Primary Steps

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

Update status of Labor Requester record to Active and remove ldquoz-rdquo from Name

Staff Rehiring Example (contrsquod)

Use existing login credentials to request authorization (same Member ID and Password should be used)

Staff Rehiring Example (contrsquod)

Staff approval and linking to existing Labor Requester record

Staff Rehiring Example (contrsquod)

Reporting Examples

Batch Updating Labor Records

Human Resource Reporting and Updates

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

Editable Smart Report with Labor contact info

Reporting Examples (contrsquod)

Labor Training List with Chart

Reporting Examples (contrsquod)

Training List by Category

Reporting Examples (contrsquod)

Update similar fields on multiple Labor records simultaneously

Accessible through the Expanded Explorer view

Batch Updating Labor Records

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Access Labor and Member Modules from Explorer

Overview of Labor Records (contrsquod)

Displays all Labor records (including Inactive)

Search functionality to easily identify specific records

Labor Explorer

Labor ID Name and Initials used for general Labor identification

Employee Type options include Contractor Employee or Transfer to Requester Module

Update Labor Info

Employment status and date information options can be edited

Job Title and Craft for recording what the Labor does for organization

Update Labor Info (contrsquod)

Position Details typically associated with work being performed

Update Labor Info (contrsquod)

Attach Image used to upload take snapshot or add photos to record

Update Labor Info (contrsquod)

Contact tab stores applicable contact info

Email and SMS fields used for Notifications

Pager PDA ID and URL used for reporting

Contact Information

Hourly rates and charge rates for Labor

Calculates Labor cost on Work Orders

Rates

Rates Manager provides single screen to update rates for employees

Rates (contrsquod)

Lists all licensing certifications and training completed

Records added are managed from Training module

Training

Edit details of Training

bull Training name not editable from Labor record

Training (contrsquod)

Training Module Overview

Training Tabs

Training Module Defined

Stores Licenses Training Certifications and Training Programs attended

Can be associated to labor resources

Training Module Overview

Details tab stores general and identifying information

Training Tabs

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 (contrsquod)

Reports tab lists Labor possessing the training certification or license

Other training details also displayed with Smart Report functionality

Training Tabs (contrsquod)

Staff Departures Primary Steps

Staff Rehiring Primary Steps

Departures and Rehiring

Primary steps when there are staff departures

bull Delete Member record

bull Set Labor Requester record to inactive

bull Move inactive Labor records in Explorer

bull Setup Conditional Formatting

Staff Departures Primary Steps

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

Delete Member record to remove access

Staff Departures Example (contrsquod)

Set Labor Requester record inactive to remove from lookups

Staff Departures Example (contrsquod)

Move inactive records to bottom of Explorer to avoid cluttering the Explorer

Staff Departures Example (contrsquod)

Use Conditional Formatting to visually alter records in Explorer

Staff Departures Example (contrsquod)

Conditional Formatting results in Explorer

Staff Departures Example (contrsquod)

Primary steps to rehiring staff

bull Update status of Labor Requester record

bull Use existing login credentials for authorization

bull Approve and link to existing record

Staff Rehiring Primary Steps

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

Update status of Labor Requester record to Active and remove ldquoz-rdquo from Name

Staff Rehiring Example (contrsquod)

Use existing login credentials to request authorization (same Member ID and Password should be used)

Staff Rehiring Example (contrsquod)

Staff approval and linking to existing Labor Requester record

Staff Rehiring Example (contrsquod)

Reporting Examples

Batch Updating Labor Records

Human Resource Reporting and Updates

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

Editable Smart Report with Labor contact info

Reporting Examples (contrsquod)

Labor Training List with Chart

Reporting Examples (contrsquod)

Training List by Category

Reporting Examples (contrsquod)

Update similar fields on multiple Labor records simultaneously

Accessible through the Expanded Explorer view

Batch Updating Labor Records

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Displays all Labor records (including Inactive)

Search functionality to easily identify specific records

Labor Explorer

Labor ID Name and Initials used for general Labor identification

Employee Type options include Contractor Employee or Transfer to Requester Module

Update Labor Info

Employment status and date information options can be edited

Job Title and Craft for recording what the Labor does for organization

Update Labor Info (contrsquod)

Position Details typically associated with work being performed

Update Labor Info (contrsquod)

Attach Image used to upload take snapshot or add photos to record

Update Labor Info (contrsquod)

Contact tab stores applicable contact info

Email and SMS fields used for Notifications

Pager PDA ID and URL used for reporting

Contact Information

Hourly rates and charge rates for Labor

Calculates Labor cost on Work Orders

Rates

Rates Manager provides single screen to update rates for employees

Rates (contrsquod)

Lists all licensing certifications and training completed

Records added are managed from Training module

Training

Edit details of Training

bull Training name not editable from Labor record

Training (contrsquod)

Training Module Overview

Training Tabs

Training Module Defined

Stores Licenses Training Certifications and Training Programs attended

Can be associated to labor resources

Training Module Overview

Details tab stores general and identifying information

Training Tabs

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 (contrsquod)

Reports tab lists Labor possessing the training certification or license

Other training details also displayed with Smart Report functionality

Training Tabs (contrsquod)

Staff Departures Primary Steps

Staff Rehiring Primary Steps

Departures and Rehiring

Primary steps when there are staff departures

bull Delete Member record

bull Set Labor Requester record to inactive

bull Move inactive Labor records in Explorer

bull Setup Conditional Formatting

Staff Departures Primary Steps

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

Delete Member record to remove access

Staff Departures Example (contrsquod)

Set Labor Requester record inactive to remove from lookups

Staff Departures Example (contrsquod)

Move inactive records to bottom of Explorer to avoid cluttering the Explorer

Staff Departures Example (contrsquod)

Use Conditional Formatting to visually alter records in Explorer

Staff Departures Example (contrsquod)

Conditional Formatting results in Explorer

Staff Departures Example (contrsquod)

Primary steps to rehiring staff

bull Update status of Labor Requester record

bull Use existing login credentials for authorization

bull Approve and link to existing record

Staff Rehiring Primary Steps

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

Update status of Labor Requester record to Active and remove ldquoz-rdquo from Name

Staff Rehiring Example (contrsquod)

Use existing login credentials to request authorization (same Member ID and Password should be used)

Staff Rehiring Example (contrsquod)

Staff approval and linking to existing Labor Requester record

Staff Rehiring Example (contrsquod)

Reporting Examples

Batch Updating Labor Records

Human Resource Reporting and Updates

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

Editable Smart Report with Labor contact info

Reporting Examples (contrsquod)

Labor Training List with Chart

Reporting Examples (contrsquod)

Training List by Category

Reporting Examples (contrsquod)

Update similar fields on multiple Labor records simultaneously

Accessible through the Expanded Explorer view

Batch Updating Labor Records

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Labor ID Name and Initials used for general Labor identification

Employee Type options include Contractor Employee or Transfer to Requester Module

Update Labor Info

Employment status and date information options can be edited

Job Title and Craft for recording what the Labor does for organization

Update Labor Info (contrsquod)

Position Details typically associated with work being performed

Update Labor Info (contrsquod)

Attach Image used to upload take snapshot or add photos to record

Update Labor Info (contrsquod)

Contact tab stores applicable contact info

Email and SMS fields used for Notifications

Pager PDA ID and URL used for reporting

Contact Information

Hourly rates and charge rates for Labor

Calculates Labor cost on Work Orders

Rates

Rates Manager provides single screen to update rates for employees

Rates (contrsquod)

Lists all licensing certifications and training completed

Records added are managed from Training module

Training

Edit details of Training

bull Training name not editable from Labor record

Training (contrsquod)

Training Module Overview

Training Tabs

Training Module Defined

Stores Licenses Training Certifications and Training Programs attended

Can be associated to labor resources

Training Module Overview

Details tab stores general and identifying information

Training Tabs

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 (contrsquod)

Reports tab lists Labor possessing the training certification or license

Other training details also displayed with Smart Report functionality

Training Tabs (contrsquod)

Staff Departures Primary Steps

Staff Rehiring Primary Steps

Departures and Rehiring

Primary steps when there are staff departures

bull Delete Member record

bull Set Labor Requester record to inactive

bull Move inactive Labor records in Explorer

bull Setup Conditional Formatting

Staff Departures Primary Steps

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

Delete Member record to remove access

Staff Departures Example (contrsquod)

Set Labor Requester record inactive to remove from lookups

Staff Departures Example (contrsquod)

Move inactive records to bottom of Explorer to avoid cluttering the Explorer

Staff Departures Example (contrsquod)

Use Conditional Formatting to visually alter records in Explorer

Staff Departures Example (contrsquod)

Conditional Formatting results in Explorer

Staff Departures Example (contrsquod)

Primary steps to rehiring staff

bull Update status of Labor Requester record

bull Use existing login credentials for authorization

bull Approve and link to existing record

Staff Rehiring Primary Steps

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

Update status of Labor Requester record to Active and remove ldquoz-rdquo from Name

Staff Rehiring Example (contrsquod)

Use existing login credentials to request authorization (same Member ID and Password should be used)

Staff Rehiring Example (contrsquod)

Staff approval and linking to existing Labor Requester record

Staff Rehiring Example (contrsquod)

Reporting Examples

Batch Updating Labor Records

Human Resource Reporting and Updates

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

Editable Smart Report with Labor contact info

Reporting Examples (contrsquod)

Labor Training List with Chart

Reporting Examples (contrsquod)

Training List by Category

Reporting Examples (contrsquod)

Update similar fields on multiple Labor records simultaneously

Accessible through the Expanded Explorer view

Batch Updating Labor Records

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Employment status and date information options can be edited

Job Title and Craft for recording what the Labor does for organization

Update Labor Info (contrsquod)

Position Details typically associated with work being performed

Update Labor Info (contrsquod)

Attach Image used to upload take snapshot or add photos to record

Update Labor Info (contrsquod)

Contact tab stores applicable contact info

Email and SMS fields used for Notifications

Pager PDA ID and URL used for reporting

Contact Information

Hourly rates and charge rates for Labor

Calculates Labor cost on Work Orders

Rates

Rates Manager provides single screen to update rates for employees

Rates (contrsquod)

Lists all licensing certifications and training completed

Records added are managed from Training module

Training

Edit details of Training

bull Training name not editable from Labor record

Training (contrsquod)

Training Module Overview

Training Tabs

Training Module Defined

Stores Licenses Training Certifications and Training Programs attended

Can be associated to labor resources

Training Module Overview

Details tab stores general and identifying information

Training Tabs

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 (contrsquod)

Reports tab lists Labor possessing the training certification or license

Other training details also displayed with Smart Report functionality

Training Tabs (contrsquod)

Staff Departures Primary Steps

Staff Rehiring Primary Steps

Departures and Rehiring

Primary steps when there are staff departures

bull Delete Member record

bull Set Labor Requester record to inactive

bull Move inactive Labor records in Explorer

bull Setup Conditional Formatting

Staff Departures Primary Steps

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

Delete Member record to remove access

Staff Departures Example (contrsquod)

Set Labor Requester record inactive to remove from lookups

Staff Departures Example (contrsquod)

Move inactive records to bottom of Explorer to avoid cluttering the Explorer

Staff Departures Example (contrsquod)

Use Conditional Formatting to visually alter records in Explorer

Staff Departures Example (contrsquod)

Conditional Formatting results in Explorer

Staff Departures Example (contrsquod)

Primary steps to rehiring staff

bull Update status of Labor Requester record

bull Use existing login credentials for authorization

bull Approve and link to existing record

Staff Rehiring Primary Steps

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

Update status of Labor Requester record to Active and remove ldquoz-rdquo from Name

Staff Rehiring Example (contrsquod)

Use existing login credentials to request authorization (same Member ID and Password should be used)

Staff Rehiring Example (contrsquod)

Staff approval and linking to existing Labor Requester record

Staff Rehiring Example (contrsquod)

Reporting Examples

Batch Updating Labor Records

Human Resource Reporting and Updates

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

Editable Smart Report with Labor contact info

Reporting Examples (contrsquod)

Labor Training List with Chart

Reporting Examples (contrsquod)

Training List by Category

Reporting Examples (contrsquod)

Update similar fields on multiple Labor records simultaneously

Accessible through the Expanded Explorer view

Batch Updating Labor Records

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Position Details typically associated with work being performed

Update Labor Info (contrsquod)

Attach Image used to upload take snapshot or add photos to record

Update Labor Info (contrsquod)

Contact tab stores applicable contact info

Email and SMS fields used for Notifications

Pager PDA ID and URL used for reporting

Contact Information

Hourly rates and charge rates for Labor

Calculates Labor cost on Work Orders

Rates

Rates Manager provides single screen to update rates for employees

Rates (contrsquod)

Lists all licensing certifications and training completed

Records added are managed from Training module

Training

Edit details of Training

bull Training name not editable from Labor record

Training (contrsquod)

Training Module Overview

Training Tabs

Training Module Defined

Stores Licenses Training Certifications and Training Programs attended

Can be associated to labor resources

Training Module Overview

Details tab stores general and identifying information

Training Tabs

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 (contrsquod)

Reports tab lists Labor possessing the training certification or license

Other training details also displayed with Smart Report functionality

Training Tabs (contrsquod)

Staff Departures Primary Steps

Staff Rehiring Primary Steps

Departures and Rehiring

Primary steps when there are staff departures

bull Delete Member record

bull Set Labor Requester record to inactive

bull Move inactive Labor records in Explorer

bull Setup Conditional Formatting

Staff Departures Primary Steps

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

Delete Member record to remove access

Staff Departures Example (contrsquod)

Set Labor Requester record inactive to remove from lookups

Staff Departures Example (contrsquod)

Move inactive records to bottom of Explorer to avoid cluttering the Explorer

Staff Departures Example (contrsquod)

Use Conditional Formatting to visually alter records in Explorer

Staff Departures Example (contrsquod)

Conditional Formatting results in Explorer

Staff Departures Example (contrsquod)

Primary steps to rehiring staff

bull Update status of Labor Requester record

bull Use existing login credentials for authorization

bull Approve and link to existing record

Staff Rehiring Primary Steps

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

Update status of Labor Requester record to Active and remove ldquoz-rdquo from Name

Staff Rehiring Example (contrsquod)

Use existing login credentials to request authorization (same Member ID and Password should be used)

Staff Rehiring Example (contrsquod)

Staff approval and linking to existing Labor Requester record

Staff Rehiring Example (contrsquod)

Reporting Examples

Batch Updating Labor Records

Human Resource Reporting and Updates

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

Editable Smart Report with Labor contact info

Reporting Examples (contrsquod)

Labor Training List with Chart

Reporting Examples (contrsquod)

Training List by Category

Reporting Examples (contrsquod)

Update similar fields on multiple Labor records simultaneously

Accessible through the Expanded Explorer view

Batch Updating Labor Records

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Attach Image used to upload take snapshot or add photos to record

Update Labor Info (contrsquod)

Contact tab stores applicable contact info

Email and SMS fields used for Notifications

Pager PDA ID and URL used for reporting

Contact Information

Hourly rates and charge rates for Labor

Calculates Labor cost on Work Orders

Rates

Rates Manager provides single screen to update rates for employees

Rates (contrsquod)

Lists all licensing certifications and training completed

Records added are managed from Training module

Training

Edit details of Training

bull Training name not editable from Labor record

Training (contrsquod)

Training Module Overview

Training Tabs

Training Module Defined

Stores Licenses Training Certifications and Training Programs attended

Can be associated to labor resources

Training Module Overview

Details tab stores general and identifying information

Training Tabs

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 (contrsquod)

Reports tab lists Labor possessing the training certification or license

Other training details also displayed with Smart Report functionality

Training Tabs (contrsquod)

Staff Departures Primary Steps

Staff Rehiring Primary Steps

Departures and Rehiring

Primary steps when there are staff departures

bull Delete Member record

bull Set Labor Requester record to inactive

bull Move inactive Labor records in Explorer

bull Setup Conditional Formatting

Staff Departures Primary Steps

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

Delete Member record to remove access

Staff Departures Example (contrsquod)

Set Labor Requester record inactive to remove from lookups

Staff Departures Example (contrsquod)

Move inactive records to bottom of Explorer to avoid cluttering the Explorer

Staff Departures Example (contrsquod)

Use Conditional Formatting to visually alter records in Explorer

Staff Departures Example (contrsquod)

Conditional Formatting results in Explorer

Staff Departures Example (contrsquod)

Primary steps to rehiring staff

bull Update status of Labor Requester record

bull Use existing login credentials for authorization

bull Approve and link to existing record

Staff Rehiring Primary Steps

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

Update status of Labor Requester record to Active and remove ldquoz-rdquo from Name

Staff Rehiring Example (contrsquod)

Use existing login credentials to request authorization (same Member ID and Password should be used)

Staff Rehiring Example (contrsquod)

Staff approval and linking to existing Labor Requester record

Staff Rehiring Example (contrsquod)

Reporting Examples

Batch Updating Labor Records

Human Resource Reporting and Updates

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

Editable Smart Report with Labor contact info

Reporting Examples (contrsquod)

Labor Training List with Chart

Reporting Examples (contrsquod)

Training List by Category

Reporting Examples (contrsquod)

Update similar fields on multiple Labor records simultaneously

Accessible through the Expanded Explorer view

Batch Updating Labor Records

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Contact tab stores applicable contact info

Email and SMS fields used for Notifications

Pager PDA ID and URL used for reporting

Contact Information

Hourly rates and charge rates for Labor

Calculates Labor cost on Work Orders

Rates

Rates Manager provides single screen to update rates for employees

Rates (contrsquod)

Lists all licensing certifications and training completed

Records added are managed from Training module

Training

Edit details of Training

bull Training name not editable from Labor record

Training (contrsquod)

Training Module Overview

Training Tabs

Training Module Defined

Stores Licenses Training Certifications and Training Programs attended

Can be associated to labor resources

Training Module Overview

Details tab stores general and identifying information

Training Tabs

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 (contrsquod)

Reports tab lists Labor possessing the training certification or license

Other training details also displayed with Smart Report functionality

Training Tabs (contrsquod)

Staff Departures Primary Steps

Staff Rehiring Primary Steps

Departures and Rehiring

Primary steps when there are staff departures

bull Delete Member record

bull Set Labor Requester record to inactive

bull Move inactive Labor records in Explorer

bull Setup Conditional Formatting

Staff Departures Primary Steps

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

Delete Member record to remove access

Staff Departures Example (contrsquod)

Set Labor Requester record inactive to remove from lookups

Staff Departures Example (contrsquod)

Move inactive records to bottom of Explorer to avoid cluttering the Explorer

Staff Departures Example (contrsquod)

Use Conditional Formatting to visually alter records in Explorer

Staff Departures Example (contrsquod)

Conditional Formatting results in Explorer

Staff Departures Example (contrsquod)

Primary steps to rehiring staff

bull Update status of Labor Requester record

bull Use existing login credentials for authorization

bull Approve and link to existing record

Staff Rehiring Primary Steps

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

Update status of Labor Requester record to Active and remove ldquoz-rdquo from Name

Staff Rehiring Example (contrsquod)

Use existing login credentials to request authorization (same Member ID and Password should be used)

Staff Rehiring Example (contrsquod)

Staff approval and linking to existing Labor Requester record

Staff Rehiring Example (contrsquod)

Reporting Examples

Batch Updating Labor Records

Human Resource Reporting and Updates

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

Editable Smart Report with Labor contact info

Reporting Examples (contrsquod)

Labor Training List with Chart

Reporting Examples (contrsquod)

Training List by Category

Reporting Examples (contrsquod)

Update similar fields on multiple Labor records simultaneously

Accessible through the Expanded Explorer view

Batch Updating Labor Records

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Hourly rates and charge rates for Labor

Calculates Labor cost on Work Orders

Rates

Rates Manager provides single screen to update rates for employees

Rates (contrsquod)

Lists all licensing certifications and training completed

Records added are managed from Training module

Training

Edit details of Training

bull Training name not editable from Labor record

Training (contrsquod)

Training Module Overview

Training Tabs

Training Module Defined

Stores Licenses Training Certifications and Training Programs attended

Can be associated to labor resources

Training Module Overview

Details tab stores general and identifying information

Training Tabs

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 (contrsquod)

Reports tab lists Labor possessing the training certification or license

Other training details also displayed with Smart Report functionality

Training Tabs (contrsquod)

Staff Departures Primary Steps

Staff Rehiring Primary Steps

Departures and Rehiring

Primary steps when there are staff departures

bull Delete Member record

bull Set Labor Requester record to inactive

bull Move inactive Labor records in Explorer

bull Setup Conditional Formatting

Staff Departures Primary Steps

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

Delete Member record to remove access

Staff Departures Example (contrsquod)

Set Labor Requester record inactive to remove from lookups

Staff Departures Example (contrsquod)

Move inactive records to bottom of Explorer to avoid cluttering the Explorer

Staff Departures Example (contrsquod)

Use Conditional Formatting to visually alter records in Explorer

Staff Departures Example (contrsquod)

Conditional Formatting results in Explorer

Staff Departures Example (contrsquod)

Primary steps to rehiring staff

bull Update status of Labor Requester record

bull Use existing login credentials for authorization

bull Approve and link to existing record

Staff Rehiring Primary Steps

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

Update status of Labor Requester record to Active and remove ldquoz-rdquo from Name

Staff Rehiring Example (contrsquod)

Use existing login credentials to request authorization (same Member ID and Password should be used)

Staff Rehiring Example (contrsquod)

Staff approval and linking to existing Labor Requester record

Staff Rehiring Example (contrsquod)

Reporting Examples

Batch Updating Labor Records

Human Resource Reporting and Updates

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

Editable Smart Report with Labor contact info

Reporting Examples (contrsquod)

Labor Training List with Chart

Reporting Examples (contrsquod)

Training List by Category

Reporting Examples (contrsquod)

Update similar fields on multiple Labor records simultaneously

Accessible through the Expanded Explorer view

Batch Updating Labor Records

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Rates Manager provides single screen to update rates for employees

Rates (contrsquod)

Lists all licensing certifications and training completed

Records added are managed from Training module

Training

Edit details of Training

bull Training name not editable from Labor record

Training (contrsquod)

Training Module Overview

Training Tabs

Training Module Defined

Stores Licenses Training Certifications and Training Programs attended

Can be associated to labor resources

Training Module Overview

Details tab stores general and identifying information

Training Tabs

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 (contrsquod)

Reports tab lists Labor possessing the training certification or license

Other training details also displayed with Smart Report functionality

Training Tabs (contrsquod)

Staff Departures Primary Steps

Staff Rehiring Primary Steps

Departures and Rehiring

Primary steps when there are staff departures

bull Delete Member record

bull Set Labor Requester record to inactive

bull Move inactive Labor records in Explorer

bull Setup Conditional Formatting

Staff Departures Primary Steps

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

Delete Member record to remove access

Staff Departures Example (contrsquod)

Set Labor Requester record inactive to remove from lookups

Staff Departures Example (contrsquod)

Move inactive records to bottom of Explorer to avoid cluttering the Explorer

Staff Departures Example (contrsquod)

Use Conditional Formatting to visually alter records in Explorer

Staff Departures Example (contrsquod)

Conditional Formatting results in Explorer

Staff Departures Example (contrsquod)

Primary steps to rehiring staff

bull Update status of Labor Requester record

bull Use existing login credentials for authorization

bull Approve and link to existing record

Staff Rehiring Primary Steps

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

Update status of Labor Requester record to Active and remove ldquoz-rdquo from Name

Staff Rehiring Example (contrsquod)

Use existing login credentials to request authorization (same Member ID and Password should be used)

Staff Rehiring Example (contrsquod)

Staff approval and linking to existing Labor Requester record

Staff Rehiring Example (contrsquod)

Reporting Examples

Batch Updating Labor Records

Human Resource Reporting and Updates

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

Editable Smart Report with Labor contact info

Reporting Examples (contrsquod)

Labor Training List with Chart

Reporting Examples (contrsquod)

Training List by Category

Reporting Examples (contrsquod)

Update similar fields on multiple Labor records simultaneously

Accessible through the Expanded Explorer view

Batch Updating Labor Records

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Lists all licensing certifications and training completed

Records added are managed from Training module

Training

Edit details of Training

bull Training name not editable from Labor record

Training (contrsquod)

Training Module Overview

Training Tabs

Training Module Defined

Stores Licenses Training Certifications and Training Programs attended

Can be associated to labor resources

Training Module Overview

Details tab stores general and identifying information

Training Tabs

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 (contrsquod)

Reports tab lists Labor possessing the training certification or license

Other training details also displayed with Smart Report functionality

Training Tabs (contrsquod)

Staff Departures Primary Steps

Staff Rehiring Primary Steps

Departures and Rehiring

Primary steps when there are staff departures

bull Delete Member record

bull Set Labor Requester record to inactive

bull Move inactive Labor records in Explorer

bull Setup Conditional Formatting

Staff Departures Primary Steps

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

Delete Member record to remove access

Staff Departures Example (contrsquod)

Set Labor Requester record inactive to remove from lookups

Staff Departures Example (contrsquod)

Move inactive records to bottom of Explorer to avoid cluttering the Explorer

Staff Departures Example (contrsquod)

Use Conditional Formatting to visually alter records in Explorer

Staff Departures Example (contrsquod)

Conditional Formatting results in Explorer

Staff Departures Example (contrsquod)

Primary steps to rehiring staff

bull Update status of Labor Requester record

bull Use existing login credentials for authorization

bull Approve and link to existing record

Staff Rehiring Primary Steps

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

Update status of Labor Requester record to Active and remove ldquoz-rdquo from Name

Staff Rehiring Example (contrsquod)

Use existing login credentials to request authorization (same Member ID and Password should be used)

Staff Rehiring Example (contrsquod)

Staff approval and linking to existing Labor Requester record

Staff Rehiring Example (contrsquod)

Reporting Examples

Batch Updating Labor Records

Human Resource Reporting and Updates

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

Editable Smart Report with Labor contact info

Reporting Examples (contrsquod)

Labor Training List with Chart

Reporting Examples (contrsquod)

Training List by Category

Reporting Examples (contrsquod)

Update similar fields on multiple Labor records simultaneously

Accessible through the Expanded Explorer view

Batch Updating Labor Records

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Edit details of Training

bull Training name not editable from Labor record

Training (contrsquod)

Training Module Overview

Training Tabs

Training Module Defined

Stores Licenses Training Certifications and Training Programs attended

Can be associated to labor resources

Training Module Overview

Details tab stores general and identifying information

Training Tabs

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 (contrsquod)

Reports tab lists Labor possessing the training certification or license

Other training details also displayed with Smart Report functionality

Training Tabs (contrsquod)

Staff Departures Primary Steps

Staff Rehiring Primary Steps

Departures and Rehiring

Primary steps when there are staff departures

bull Delete Member record

bull Set Labor Requester record to inactive

bull Move inactive Labor records in Explorer

bull Setup Conditional Formatting

Staff Departures Primary Steps

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

Delete Member record to remove access

Staff Departures Example (contrsquod)

Set Labor Requester record inactive to remove from lookups

Staff Departures Example (contrsquod)

Move inactive records to bottom of Explorer to avoid cluttering the Explorer

Staff Departures Example (contrsquod)

Use Conditional Formatting to visually alter records in Explorer

Staff Departures Example (contrsquod)

Conditional Formatting results in Explorer

Staff Departures Example (contrsquod)

Primary steps to rehiring staff

bull Update status of Labor Requester record

bull Use existing login credentials for authorization

bull Approve and link to existing record

Staff Rehiring Primary Steps

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

Update status of Labor Requester record to Active and remove ldquoz-rdquo from Name

Staff Rehiring Example (contrsquod)

Use existing login credentials to request authorization (same Member ID and Password should be used)

Staff Rehiring Example (contrsquod)

Staff approval and linking to existing Labor Requester record

Staff Rehiring Example (contrsquod)

Reporting Examples

Batch Updating Labor Records

Human Resource Reporting and Updates

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

Editable Smart Report with Labor contact info

Reporting Examples (contrsquod)

Labor Training List with Chart

Reporting Examples (contrsquod)

Training List by Category

Reporting Examples (contrsquod)

Update similar fields on multiple Labor records simultaneously

Accessible through the Expanded Explorer view

Batch Updating Labor Records

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Training Module Overview

Training Tabs

Training Module Defined

Stores Licenses Training Certifications and Training Programs attended

Can be associated to labor resources

Training Module Overview

Details tab stores general and identifying information

Training Tabs

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 (contrsquod)

Reports tab lists Labor possessing the training certification or license

Other training details also displayed with Smart Report functionality

Training Tabs (contrsquod)

Staff Departures Primary Steps

Staff Rehiring Primary Steps

Departures and Rehiring

Primary steps when there are staff departures

bull Delete Member record

bull Set Labor Requester record to inactive

bull Move inactive Labor records in Explorer

bull Setup Conditional Formatting

Staff Departures Primary Steps

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

Delete Member record to remove access

Staff Departures Example (contrsquod)

Set Labor Requester record inactive to remove from lookups

Staff Departures Example (contrsquod)

Move inactive records to bottom of Explorer to avoid cluttering the Explorer

Staff Departures Example (contrsquod)

Use Conditional Formatting to visually alter records in Explorer

Staff Departures Example (contrsquod)

Conditional Formatting results in Explorer

Staff Departures Example (contrsquod)

Primary steps to rehiring staff

bull Update status of Labor Requester record

bull Use existing login credentials for authorization

bull Approve and link to existing record

Staff Rehiring Primary Steps

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

Update status of Labor Requester record to Active and remove ldquoz-rdquo from Name

Staff Rehiring Example (contrsquod)

Use existing login credentials to request authorization (same Member ID and Password should be used)

Staff Rehiring Example (contrsquod)

Staff approval and linking to existing Labor Requester record

Staff Rehiring Example (contrsquod)

Reporting Examples

Batch Updating Labor Records

Human Resource Reporting and Updates

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

Editable Smart Report with Labor contact info

Reporting Examples (contrsquod)

Labor Training List with Chart

Reporting Examples (contrsquod)

Training List by Category

Reporting Examples (contrsquod)

Update similar fields on multiple Labor records simultaneously

Accessible through the Expanded Explorer view

Batch Updating Labor Records

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Stores Licenses Training Certifications and Training Programs attended

Can be associated to labor resources

Training Module Overview

Details tab stores general and identifying information

Training Tabs

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 (contrsquod)

Reports tab lists Labor possessing the training certification or license

Other training details also displayed with Smart Report functionality

Training Tabs (contrsquod)

Staff Departures Primary Steps

Staff Rehiring Primary Steps

Departures and Rehiring

Primary steps when there are staff departures

bull Delete Member record

bull Set Labor Requester record to inactive

bull Move inactive Labor records in Explorer

bull Setup Conditional Formatting

Staff Departures Primary Steps

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

Delete Member record to remove access

Staff Departures Example (contrsquod)

Set Labor Requester record inactive to remove from lookups

Staff Departures Example (contrsquod)

Move inactive records to bottom of Explorer to avoid cluttering the Explorer

Staff Departures Example (contrsquod)

Use Conditional Formatting to visually alter records in Explorer

Staff Departures Example (contrsquod)

Conditional Formatting results in Explorer

Staff Departures Example (contrsquod)

Primary steps to rehiring staff

bull Update status of Labor Requester record

bull Use existing login credentials for authorization

bull Approve and link to existing record

Staff Rehiring Primary Steps

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

Update status of Labor Requester record to Active and remove ldquoz-rdquo from Name

Staff Rehiring Example (contrsquod)

Use existing login credentials to request authorization (same Member ID and Password should be used)

Staff Rehiring Example (contrsquod)

Staff approval and linking to existing Labor Requester record

Staff Rehiring Example (contrsquod)

Reporting Examples

Batch Updating Labor Records

Human Resource Reporting and Updates

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

Editable Smart Report with Labor contact info

Reporting Examples (contrsquod)

Labor Training List with Chart

Reporting Examples (contrsquod)

Training List by Category

Reporting Examples (contrsquod)

Update similar fields on multiple Labor records simultaneously

Accessible through the Expanded Explorer view

Batch Updating Labor Records

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Details tab stores general and identifying information

Training Tabs

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 (contrsquod)

Reports tab lists Labor possessing the training certification or license

Other training details also displayed with Smart Report functionality

Training Tabs (contrsquod)

Staff Departures Primary Steps

Staff Rehiring Primary Steps

Departures and Rehiring

Primary steps when there are staff departures

bull Delete Member record

bull Set Labor Requester record to inactive

bull Move inactive Labor records in Explorer

bull Setup Conditional Formatting

Staff Departures Primary Steps

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

Delete Member record to remove access

Staff Departures Example (contrsquod)

Set Labor Requester record inactive to remove from lookups

Staff Departures Example (contrsquod)

Move inactive records to bottom of Explorer to avoid cluttering the Explorer

Staff Departures Example (contrsquod)

Use Conditional Formatting to visually alter records in Explorer

Staff Departures Example (contrsquod)

Conditional Formatting results in Explorer

Staff Departures Example (contrsquod)

Primary steps to rehiring staff

bull Update status of Labor Requester record

bull Use existing login credentials for authorization

bull Approve and link to existing record

Staff Rehiring Primary Steps

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

Update status of Labor Requester record to Active and remove ldquoz-rdquo from Name

Staff Rehiring Example (contrsquod)

Use existing login credentials to request authorization (same Member ID and Password should be used)

Staff Rehiring Example (contrsquod)

Staff approval and linking to existing Labor Requester record

Staff Rehiring Example (contrsquod)

Reporting Examples

Batch Updating Labor Records

Human Resource Reporting and Updates

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

Editable Smart Report with Labor contact info

Reporting Examples (contrsquod)

Labor Training List with Chart

Reporting Examples (contrsquod)

Training List by Category

Reporting Examples (contrsquod)

Update similar fields on multiple Labor records simultaneously

Accessible through the Expanded Explorer view

Batch Updating Labor Records

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

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 (contrsquod)

Reports tab lists Labor possessing the training certification or license

Other training details also displayed with Smart Report functionality

Training Tabs (contrsquod)

Staff Departures Primary Steps

Staff Rehiring Primary Steps

Departures and Rehiring

Primary steps when there are staff departures

bull Delete Member record

bull Set Labor Requester record to inactive

bull Move inactive Labor records in Explorer

bull Setup Conditional Formatting

Staff Departures Primary Steps

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

Delete Member record to remove access

Staff Departures Example (contrsquod)

Set Labor Requester record inactive to remove from lookups

Staff Departures Example (contrsquod)

Move inactive records to bottom of Explorer to avoid cluttering the Explorer

Staff Departures Example (contrsquod)

Use Conditional Formatting to visually alter records in Explorer

Staff Departures Example (contrsquod)

Conditional Formatting results in Explorer

Staff Departures Example (contrsquod)

Primary steps to rehiring staff

bull Update status of Labor Requester record

bull Use existing login credentials for authorization

bull Approve and link to existing record

Staff Rehiring Primary Steps

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

Update status of Labor Requester record to Active and remove ldquoz-rdquo from Name

Staff Rehiring Example (contrsquod)

Use existing login credentials to request authorization (same Member ID and Password should be used)

Staff Rehiring Example (contrsquod)

Staff approval and linking to existing Labor Requester record

Staff Rehiring Example (contrsquod)

Reporting Examples

Batch Updating Labor Records

Human Resource Reporting and Updates

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

Editable Smart Report with Labor contact info

Reporting Examples (contrsquod)

Labor Training List with Chart

Reporting Examples (contrsquod)

Training List by Category

Reporting Examples (contrsquod)

Update similar fields on multiple Labor records simultaneously

Accessible through the Expanded Explorer view

Batch Updating Labor Records

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Reports tab lists Labor possessing the training certification or license

Other training details also displayed with Smart Report functionality

Training Tabs (contrsquod)

Staff Departures Primary Steps

Staff Rehiring Primary Steps

Departures and Rehiring

Primary steps when there are staff departures

bull Delete Member record

bull Set Labor Requester record to inactive

bull Move inactive Labor records in Explorer

bull Setup Conditional Formatting

Staff Departures Primary Steps

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

Delete Member record to remove access

Staff Departures Example (contrsquod)

Set Labor Requester record inactive to remove from lookups

Staff Departures Example (contrsquod)

Move inactive records to bottom of Explorer to avoid cluttering the Explorer

Staff Departures Example (contrsquod)

Use Conditional Formatting to visually alter records in Explorer

Staff Departures Example (contrsquod)

Conditional Formatting results in Explorer

Staff Departures Example (contrsquod)

Primary steps to rehiring staff

bull Update status of Labor Requester record

bull Use existing login credentials for authorization

bull Approve and link to existing record

Staff Rehiring Primary Steps

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

Update status of Labor Requester record to Active and remove ldquoz-rdquo from Name

Staff Rehiring Example (contrsquod)

Use existing login credentials to request authorization (same Member ID and Password should be used)

Staff Rehiring Example (contrsquod)

Staff approval and linking to existing Labor Requester record

Staff Rehiring Example (contrsquod)

Reporting Examples

Batch Updating Labor Records

Human Resource Reporting and Updates

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

Editable Smart Report with Labor contact info

Reporting Examples (contrsquod)

Labor Training List with Chart

Reporting Examples (contrsquod)

Training List by Category

Reporting Examples (contrsquod)

Update similar fields on multiple Labor records simultaneously

Accessible through the Expanded Explorer view

Batch Updating Labor Records

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Staff Departures Primary Steps

Staff Rehiring Primary Steps

Departures and Rehiring

Primary steps when there are staff departures

bull Delete Member record

bull Set Labor Requester record to inactive

bull Move inactive Labor records in Explorer

bull Setup Conditional Formatting

Staff Departures Primary Steps

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

Delete Member record to remove access

Staff Departures Example (contrsquod)

Set Labor Requester record inactive to remove from lookups

Staff Departures Example (contrsquod)

Move inactive records to bottom of Explorer to avoid cluttering the Explorer

Staff Departures Example (contrsquod)

Use Conditional Formatting to visually alter records in Explorer

Staff Departures Example (contrsquod)

Conditional Formatting results in Explorer

Staff Departures Example (contrsquod)

Primary steps to rehiring staff

bull Update status of Labor Requester record

bull Use existing login credentials for authorization

bull Approve and link to existing record

Staff Rehiring Primary Steps

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

Update status of Labor Requester record to Active and remove ldquoz-rdquo from Name

Staff Rehiring Example (contrsquod)

Use existing login credentials to request authorization (same Member ID and Password should be used)

Staff Rehiring Example (contrsquod)

Staff approval and linking to existing Labor Requester record

Staff Rehiring Example (contrsquod)

Reporting Examples

Batch Updating Labor Records

Human Resource Reporting and Updates

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

Editable Smart Report with Labor contact info

Reporting Examples (contrsquod)

Labor Training List with Chart

Reporting Examples (contrsquod)

Training List by Category

Reporting Examples (contrsquod)

Update similar fields on multiple Labor records simultaneously

Accessible through the Expanded Explorer view

Batch Updating Labor Records

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Primary steps when there are staff departures

bull Delete Member record

bull Set Labor Requester record to inactive

bull Move inactive Labor records in Explorer

bull Setup Conditional Formatting

Staff Departures Primary Steps

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

Delete Member record to remove access

Staff Departures Example (contrsquod)

Set Labor Requester record inactive to remove from lookups

Staff Departures Example (contrsquod)

Move inactive records to bottom of Explorer to avoid cluttering the Explorer

Staff Departures Example (contrsquod)

Use Conditional Formatting to visually alter records in Explorer

Staff Departures Example (contrsquod)

Conditional Formatting results in Explorer

Staff Departures Example (contrsquod)

Primary steps to rehiring staff

bull Update status of Labor Requester record

bull Use existing login credentials for authorization

bull Approve and link to existing record

Staff Rehiring Primary Steps

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

Update status of Labor Requester record to Active and remove ldquoz-rdquo from Name

Staff Rehiring Example (contrsquod)

Use existing login credentials to request authorization (same Member ID and Password should be used)

Staff Rehiring Example (contrsquod)

Staff approval and linking to existing Labor Requester record

Staff Rehiring Example (contrsquod)

Reporting Examples

Batch Updating Labor Records

Human Resource Reporting and Updates

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

Editable Smart Report with Labor contact info

Reporting Examples (contrsquod)

Labor Training List with Chart

Reporting Examples (contrsquod)

Training List by Category

Reporting Examples (contrsquod)

Update similar fields on multiple Labor records simultaneously

Accessible through the Expanded Explorer view

Batch Updating Labor Records

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

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

Delete Member record to remove access

Staff Departures Example (contrsquod)

Set Labor Requester record inactive to remove from lookups

Staff Departures Example (contrsquod)

Move inactive records to bottom of Explorer to avoid cluttering the Explorer

Staff Departures Example (contrsquod)

Use Conditional Formatting to visually alter records in Explorer

Staff Departures Example (contrsquod)

Conditional Formatting results in Explorer

Staff Departures Example (contrsquod)

Primary steps to rehiring staff

bull Update status of Labor Requester record

bull Use existing login credentials for authorization

bull Approve and link to existing record

Staff Rehiring Primary Steps

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

Update status of Labor Requester record to Active and remove ldquoz-rdquo from Name

Staff Rehiring Example (contrsquod)

Use existing login credentials to request authorization (same Member ID and Password should be used)

Staff Rehiring Example (contrsquod)

Staff approval and linking to existing Labor Requester record

Staff Rehiring Example (contrsquod)

Reporting Examples

Batch Updating Labor Records

Human Resource Reporting and Updates

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

Editable Smart Report with Labor contact info

Reporting Examples (contrsquod)

Labor Training List with Chart

Reporting Examples (contrsquod)

Training List by Category

Reporting Examples (contrsquod)

Update similar fields on multiple Labor records simultaneously

Accessible through the Expanded Explorer view

Batch Updating Labor Records

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Delete Member record to remove access

Staff Departures Example (contrsquod)

Set Labor Requester record inactive to remove from lookups

Staff Departures Example (contrsquod)

Move inactive records to bottom of Explorer to avoid cluttering the Explorer

Staff Departures Example (contrsquod)

Use Conditional Formatting to visually alter records in Explorer

Staff Departures Example (contrsquod)

Conditional Formatting results in Explorer

Staff Departures Example (contrsquod)

Primary steps to rehiring staff

bull Update status of Labor Requester record

bull Use existing login credentials for authorization

bull Approve and link to existing record

Staff Rehiring Primary Steps

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

Update status of Labor Requester record to Active and remove ldquoz-rdquo from Name

Staff Rehiring Example (contrsquod)

Use existing login credentials to request authorization (same Member ID and Password should be used)

Staff Rehiring Example (contrsquod)

Staff approval and linking to existing Labor Requester record

Staff Rehiring Example (contrsquod)

Reporting Examples

Batch Updating Labor Records

Human Resource Reporting and Updates

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

Editable Smart Report with Labor contact info

Reporting Examples (contrsquod)

Labor Training List with Chart

Reporting Examples (contrsquod)

Training List by Category

Reporting Examples (contrsquod)

Update similar fields on multiple Labor records simultaneously

Accessible through the Expanded Explorer view

Batch Updating Labor Records

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Set Labor Requester record inactive to remove from lookups

Staff Departures Example (contrsquod)

Move inactive records to bottom of Explorer to avoid cluttering the Explorer

Staff Departures Example (contrsquod)

Use Conditional Formatting to visually alter records in Explorer

Staff Departures Example (contrsquod)

Conditional Formatting results in Explorer

Staff Departures Example (contrsquod)

Primary steps to rehiring staff

bull Update status of Labor Requester record

bull Use existing login credentials for authorization

bull Approve and link to existing record

Staff Rehiring Primary Steps

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

Update status of Labor Requester record to Active and remove ldquoz-rdquo from Name

Staff Rehiring Example (contrsquod)

Use existing login credentials to request authorization (same Member ID and Password should be used)

Staff Rehiring Example (contrsquod)

Staff approval and linking to existing Labor Requester record

Staff Rehiring Example (contrsquod)

Reporting Examples

Batch Updating Labor Records

Human Resource Reporting and Updates

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

Editable Smart Report with Labor contact info

Reporting Examples (contrsquod)

Labor Training List with Chart

Reporting Examples (contrsquod)

Training List by Category

Reporting Examples (contrsquod)

Update similar fields on multiple Labor records simultaneously

Accessible through the Expanded Explorer view

Batch Updating Labor Records

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Move inactive records to bottom of Explorer to avoid cluttering the Explorer

Staff Departures Example (contrsquod)

Use Conditional Formatting to visually alter records in Explorer

Staff Departures Example (contrsquod)

Conditional Formatting results in Explorer

Staff Departures Example (contrsquod)

Primary steps to rehiring staff

bull Update status of Labor Requester record

bull Use existing login credentials for authorization

bull Approve and link to existing record

Staff Rehiring Primary Steps

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

Update status of Labor Requester record to Active and remove ldquoz-rdquo from Name

Staff Rehiring Example (contrsquod)

Use existing login credentials to request authorization (same Member ID and Password should be used)

Staff Rehiring Example (contrsquod)

Staff approval and linking to existing Labor Requester record

Staff Rehiring Example (contrsquod)

Reporting Examples

Batch Updating Labor Records

Human Resource Reporting and Updates

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

Editable Smart Report with Labor contact info

Reporting Examples (contrsquod)

Labor Training List with Chart

Reporting Examples (contrsquod)

Training List by Category

Reporting Examples (contrsquod)

Update similar fields on multiple Labor records simultaneously

Accessible through the Expanded Explorer view

Batch Updating Labor Records

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Use Conditional Formatting to visually alter records in Explorer

Staff Departures Example (contrsquod)

Conditional Formatting results in Explorer

Staff Departures Example (contrsquod)

Primary steps to rehiring staff

bull Update status of Labor Requester record

bull Use existing login credentials for authorization

bull Approve and link to existing record

Staff Rehiring Primary Steps

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

Update status of Labor Requester record to Active and remove ldquoz-rdquo from Name

Staff Rehiring Example (contrsquod)

Use existing login credentials to request authorization (same Member ID and Password should be used)

Staff Rehiring Example (contrsquod)

Staff approval and linking to existing Labor Requester record

Staff Rehiring Example (contrsquod)

Reporting Examples

Batch Updating Labor Records

Human Resource Reporting and Updates

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

Editable Smart Report with Labor contact info

Reporting Examples (contrsquod)

Labor Training List with Chart

Reporting Examples (contrsquod)

Training List by Category

Reporting Examples (contrsquod)

Update similar fields on multiple Labor records simultaneously

Accessible through the Expanded Explorer view

Batch Updating Labor Records

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Conditional Formatting results in Explorer

Staff Departures Example (contrsquod)

Primary steps to rehiring staff

bull Update status of Labor Requester record

bull Use existing login credentials for authorization

bull Approve and link to existing record

Staff Rehiring Primary Steps

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

Update status of Labor Requester record to Active and remove ldquoz-rdquo from Name

Staff Rehiring Example (contrsquod)

Use existing login credentials to request authorization (same Member ID and Password should be used)

Staff Rehiring Example (contrsquod)

Staff approval and linking to existing Labor Requester record

Staff Rehiring Example (contrsquod)

Reporting Examples

Batch Updating Labor Records

Human Resource Reporting and Updates

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

Editable Smart Report with Labor contact info

Reporting Examples (contrsquod)

Labor Training List with Chart

Reporting Examples (contrsquod)

Training List by Category

Reporting Examples (contrsquod)

Update similar fields on multiple Labor records simultaneously

Accessible through the Expanded Explorer view

Batch Updating Labor Records

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Primary steps to rehiring staff

bull Update status of Labor Requester record

bull Use existing login credentials for authorization

bull Approve and link to existing record

Staff Rehiring Primary Steps

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

Update status of Labor Requester record to Active and remove ldquoz-rdquo from Name

Staff Rehiring Example (contrsquod)

Use existing login credentials to request authorization (same Member ID and Password should be used)

Staff Rehiring Example (contrsquod)

Staff approval and linking to existing Labor Requester record

Staff Rehiring Example (contrsquod)

Reporting Examples

Batch Updating Labor Records

Human Resource Reporting and Updates

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

Editable Smart Report with Labor contact info

Reporting Examples (contrsquod)

Labor Training List with Chart

Reporting Examples (contrsquod)

Training List by Category

Reporting Examples (contrsquod)

Update similar fields on multiple Labor records simultaneously

Accessible through the Expanded Explorer view

Batch Updating Labor Records

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

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

Update status of Labor Requester record to Active and remove ldquoz-rdquo from Name

Staff Rehiring Example (contrsquod)

Use existing login credentials to request authorization (same Member ID and Password should be used)

Staff Rehiring Example (contrsquod)

Staff approval and linking to existing Labor Requester record

Staff Rehiring Example (contrsquod)

Reporting Examples

Batch Updating Labor Records

Human Resource Reporting and Updates

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

Editable Smart Report with Labor contact info

Reporting Examples (contrsquod)

Labor Training List with Chart

Reporting Examples (contrsquod)

Training List by Category

Reporting Examples (contrsquod)

Update similar fields on multiple Labor records simultaneously

Accessible through the Expanded Explorer view

Batch Updating Labor Records

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Update status of Labor Requester record to Active and remove ldquoz-rdquo from Name

Staff Rehiring Example (contrsquod)

Use existing login credentials to request authorization (same Member ID and Password should be used)

Staff Rehiring Example (contrsquod)

Staff approval and linking to existing Labor Requester record

Staff Rehiring Example (contrsquod)

Reporting Examples

Batch Updating Labor Records

Human Resource Reporting and Updates

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

Editable Smart Report with Labor contact info

Reporting Examples (contrsquod)

Labor Training List with Chart

Reporting Examples (contrsquod)

Training List by Category

Reporting Examples (contrsquod)

Update similar fields on multiple Labor records simultaneously

Accessible through the Expanded Explorer view

Batch Updating Labor Records

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Use existing login credentials to request authorization (same Member ID and Password should be used)

Staff Rehiring Example (contrsquod)

Staff approval and linking to existing Labor Requester record

Staff Rehiring Example (contrsquod)

Reporting Examples

Batch Updating Labor Records

Human Resource Reporting and Updates

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

Editable Smart Report with Labor contact info

Reporting Examples (contrsquod)

Labor Training List with Chart

Reporting Examples (contrsquod)

Training List by Category

Reporting Examples (contrsquod)

Update similar fields on multiple Labor records simultaneously

Accessible through the Expanded Explorer view

Batch Updating Labor Records

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Staff approval and linking to existing Labor Requester record

Staff Rehiring Example (contrsquod)

Reporting Examples

Batch Updating Labor Records

Human Resource Reporting and Updates

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

Editable Smart Report with Labor contact info

Reporting Examples (contrsquod)

Labor Training List with Chart

Reporting Examples (contrsquod)

Training List by Category

Reporting Examples (contrsquod)

Update similar fields on multiple Labor records simultaneously

Accessible through the Expanded Explorer view

Batch Updating Labor Records

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Reporting Examples

Batch Updating Labor Records

Human Resource Reporting and Updates

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

Editable Smart Report with Labor contact info

Reporting Examples (contrsquod)

Labor Training List with Chart

Reporting Examples (contrsquod)

Training List by Category

Reporting Examples (contrsquod)

Update similar fields on multiple Labor records simultaneously

Accessible through the Expanded Explorer view

Batch Updating Labor Records

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

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

Editable Smart Report with Labor contact info

Reporting Examples (contrsquod)

Labor Training List with Chart

Reporting Examples (contrsquod)

Training List by Category

Reporting Examples (contrsquod)

Update similar fields on multiple Labor records simultaneously

Accessible through the Expanded Explorer view

Batch Updating Labor Records

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Editable Smart Report with Labor contact info

Reporting Examples (contrsquod)

Labor Training List with Chart

Reporting Examples (contrsquod)

Training List by Category

Reporting Examples (contrsquod)

Update similar fields on multiple Labor records simultaneously

Accessible through the Expanded Explorer view

Batch Updating Labor Records

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Labor Training List with Chart

Reporting Examples (contrsquod)

Training List by Category

Reporting Examples (contrsquod)

Update similar fields on multiple Labor records simultaneously

Accessible through the Expanded Explorer view

Batch Updating Labor Records

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Training List by Category

Reporting Examples (contrsquod)

Update similar fields on multiple Labor records simultaneously

Accessible through the Expanded Explorer view

Batch Updating Labor Records

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Update similar fields on multiple Labor records simultaneously

Accessible through the Expanded Explorer view

Batch Updating Labor Records

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

Update many different fields specific to Labor Requester records

Batch Updating Labor Records (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Staff Changes ndash How to Manage

Labor Rates Tab

Training Module

Additional Resources