SA06 - Human Resource Management

Human Resource
Management (SA06)
System Administrator Track

1. Open Internet Explorer
2. Type into the address bar: www.maintenanceconnection.com
3. Click Log In button
4. Enter the following:
Member ID: SA_CHECKPOINT
Password: Checkpoint2014
Note: During the seminar, please do not “Save” 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 O’Brien
Background information:
• Role and expertise at Maintenance
Connection
• 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
Member’s 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 (cont’d)

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

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 (cont’d)

Position Details typically associated with
work being performed

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

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 (cont’d)

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

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

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 (cont’d)

Reports tab lists Labor possessing the
training, certification, or license
Other training details also displayed with
Smart Report functionality
Training Tabs (cont’d)

Staff Departures Primary Steps
Staff Rehiring Primary Steps
Departures and Rehiring

Primary steps when there are staff
departures:
• Delete Member record
• Set Labor / Requester record to inactive
• Move inactive Labor records in Explorer
• Setup Conditional Formatting
Staff Departures Primary Steps

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 (cont’d)

Set Labor / Requester record inactive to
remove from lookups:

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

Use Conditional Formatting to visually
alter records in Explorer:

Conditional Formatting results in Explorer:

Primary steps to rehiring staff:
• Update status of Labor / Requester record
• Use existing login credentials for
authorization
• Approve and link to existing record
Staff Rehiring Primary Steps

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 “z-” from Name:
Staff Rehiring: Example (cont’d)

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

Staff approval and linking to existing Labor
/ Requester record:

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 (cont’d)

Labor Training List with Chart:

Training List by Category:

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 (cont’d)

For access to documentation and tutorials,
reference www.mcuserconnect.com
MC User Connect

MCUC Documentation / Tutorials Article PDF Video
Tutorial
User
Guide
Staff Changes – How to Manage
Labor Rates Tab
Training Module
Additional Resources

SA06 - Human Resource Management

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