Use the employee steps to review the tasks that need to be completed to process the employee's information. A copy of the master employee's steps are stored in the employee's file. You can use the employee's steps checklist as is or you can add or remove steps to customize it. You can use Modify Existing Employees to update the checklist with completed items and review pending items.
Complete steps for multiple employees
Use Complete Employee Steps to change a change a step on an employee's steps checklist from uncompleted to completed, or completed to uncompleted.
Do this...
1. Open Connect Human Resources > Employees > Complete Employees Steps.
- The step is completed. Select Passed as the Result.
- The step is not completed. Select Failed as the Result.
4. Next, select the names that will update the step to the new result.
I want to select some of the names. Select the checkbox next to a name. Continue until all of the names have been selected.
I want to select ALL of the names. Click the Select All button to select every name.
I do not want to select any of the names. Click the Clear All button to clear the checkbox for every name.
5. Click GO (CTRL+G).
The employee steps have been updated.
Complete steps for a single employee
Use Modify Existing Employees to change a change a step on an employee's steps checklist from uncompleted to completed, or completed to uncompleted.
Do this...
1. Open Connect Human Resources > Employees > Modify Existing Employees.
2. Open an employee's record by entering a name in the Lookup bar.
3. Navigate to the appropriate steps checklist.
Termination steps checklist. Click the Termination tab > Steps subtab.
Grievances steps checklist: Click Grievances tab > Steps subtab.
Disciplinary steps checklist: Click Disciplinary tab > Steps subtab.
4. Select a step to complete from the steps checklist. The selected step is highlighted and the step's properties will be displayed.
5. Now, change the Result.
The employee steps have been updated.
Options
The Step Completion Options form appears when you launch the Complete Employee Steps routine. You can also edit the settings on the Options form by clicking the Options button (F12).
Type
Select the type of steps you want to display from the Type menu.
Step
Select the step that has been completed from the Step menu. Only steps that have been saved to Organization > Steps will appear in the menu.
Completed date
Enter the date when the step was completed.
Completed by
Select the name of the user or individual who completed the step.
Show steps
Use the Show Steps menu to include completed, uncompleted, or both completed and uncompleted steps.