Accounting Finance:Employee Certificates-Tracking Expiry Dates - Revision history

Nancyn at 00:05, 11 November 2017

2017-11-11T00:05:50Z

Nancyn: Nancyn moved page Accounting Finance:Certification Expiry Date to Accounting Finance:Employee Certificates-Tracking Expiry Dates

2017-11-11T00:00:56Z

Nancyn moved page Accounting Finance:Certification Expiry Date to Accounting Finance:Employee Certificates-Tracking Expiry Dates

Nancyn at 23:59, 10 November 2017

2017-11-10T23:59:18Z

Nancyn at 23:57, 10 November 2017

2017-11-10T23:57:16Z

Angelac: /* First Aid & Aisle/Electric Safe Lift Truck Operator */

2017-11-10T23:18:39Z

First Aid & Aisle/Electric Safe Lift Truck Operator

Angelac at 22:56, 10 November 2017

2017-11-10T22:56:28Z

Angelac: /* First Aid & Aisle/Electric Safe Lift Truck Operator */

2017-11-09T19:25:26Z

First Aid & Aisle/Electric Safe Lift Truck Operator

Angelac: /* First Aid & Aisle/Electric Safe Lift Truck Operator */

2017-11-09T19:23:14Z

First Aid & Aisle/Electric Safe Lift Truck Operator

Angelac: /* First Aid & Aisle/Electric Safe Lift Truck Operator */

2017-11-09T19:22:08Z

First Aid & Aisle/Electric Safe Lift Truck Operator

Angelac: /* First Aid & Aisle/Electric Safe Lift Truck Operator */

2017-11-09T19:15:46Z

First Aid & Aisle/Electric Safe Lift Truck Operator

@@ Line 17: / Line 17: @@
 ===Email Reminder===
 #The Distribution Manager will be alerted to expiring certificates via Lotus Notes, 3 months before they expiry.
 [[Category:Workflows-Finance]]

@@ Line 2: / Line 2: @@
 Keeping accurate records of certifications is vital to our company and to ensure that employees are up to date on their credentials. We have an Excel spreadsheet with dates of expiration that payroll uses to keep track of the different types of certificates and their expiry dates. We also keep track of certificates in the people@work HR system. An email meeting invite is emailed to the manager and FYI to the Manager, Finance.
-===First Aid & Aisle/Electric Safe Lift Truck Operator===
+==First Aid & Aisle/Electric Safe Lift Truck Operator==
 All first aid attendants and employees operating a forklift are required to have up to date certificates.
 ===Record Tracking===
 #After the A/P expense invoice has been paid, record the certificate information into people@work (training information, cost, and certificate name)
-#Update the tracking worksheet:  {{unc|\\SUPERSERVER\Payroll\Payroll\First Aid & Lift Operator Certification List.xlsx|First Aid & Lift Operator Certification List.xlsx}} {{unc|\\SUPERSERVER\Payroll\Payroll\Staff Education\Staff Education.xlsx|Staff Education.xlsx}}
+#Update the tracking worksheet:  {{unc|\\SUPERSERVER\Payroll\Payroll\First Aid & Lift Operator Certification List.xlsx|First Aid & Lift Operator Certification List.xlsx}}
 #File certificates under each employee’s payroll file
 #Email meeting invite to the Distribution Manager, and FYI to Manager, Finance with a meeting date of 3 months before the expiration of the certificate
-#The Manager, Finance will update Employee Guiding Principles Manual with changes to First Aid Attendants.
+#The Manager, Finance will update the Employee Guiding Principles Manual with changes to First Aid Attendants.
 [[File:List.JPG|400px]]
 [[Category:Workflows-Finance]]

@@ Line 1: / Line 1: @@
 ===First Aid & Aisle/Electric Safe Lift Truck Operator===
-# Update worksheets:  {{unc|\\\\SUPERSERVER\Payroll\Payroll\First Aid & Lift Operator Certification List.xlsx|First Aid & Lift Operator Certification List.xlsx}} {{unc|\\SUPERSERVER\Payroll\Payroll\Staff Education\Staff Education.xlsx|Staff Education.xlsx}}
+#Update the tracking worksheet:  {{unc|\\SUPERSERVER\Payroll\Payroll\First Aid & Lift Operator Certification List.xlsx|First Aid & Lift Operator Certification List.xlsx}} {{unc|\\SUPERSERVER\Payroll\Payroll\Staff Education\Staff Education.xlsx|Staff Education.xlsx}}
-# File certificates under each employee’s payroll file
+#File certificates under each employee’s payroll file
 [[File:List.JPG|400px]]

@@ Line 4: / Line 4: @@
 # After A/P expenses paid training invoices, make sure received all certificates
 # Record training information, cost and certificates at people@work
-# Update worksheets:  {{unc|\\Payroll\Staff Education\Staff Education.xlsx}} {{unc|\\SUPERSERVER\Payroll\Payroll\Staff Education\Staff Education.xlsx|Staff Education.xlsx}}
+# Update worksheets:  {{unc|\\\\SUPERSERVER\Payroll\Payroll\First Aid & Lift Operator Certification List.xlsx|First Aid & Lift Operator Certification List.xlsx}} {{unc|\\SUPERSERVER\Payroll\Payroll\Staff Education\Staff Education.xlsx|Staff Education.xlsx}}
 # File certificates under each employee’s payroll file
 # Email following people 3 months before certification expiry date

@@ Line 4: / Line 4: @@
 # After A/P expenses paid training invoices, make sure received all certificates
 # Record training information, cost and certificates at people@work
-# Update worksheets:  {{unc|\\Payroll\Staff Education\Staff Education.xlsx}} {{unc|\\Payroll\2017\Staff Payroll Schedule 2017.xlsx}}
+# Update worksheets:  {{unc|\\Payroll\Staff Education\Staff Education.xlsx}} {{unc|\\SUPERSERVER\Payroll\Payroll\Staff Education\Staff Education.xlsx|Staff Education.xlsx}}
 # File certificates under each employee’s payroll file
 # Email following people 3 months before certification expiry date

@@ Line 8: / Line 8: @@
 # File certificates under each employee’s payroll file
-# Email following people before 3 months before certification expiry date
+# Email following people 3 months before certification expiry date
 	* '''Gerald Petznek''' - to arrange next training     * '''Nancy Ng''' - to update Policy Manual