The Add Trainee/Employee form is accessed from the Trainee/Employee tab on the Administrator form. It allows a new trainee/employee account to be created. All fields must be filled in, aside from special considerations for the optional "Trainer/Supervisor Email Notifications" section. To save changes click the Submit button. A blank field will result in an error dialog. Attempting to exit the form without saving changes will bring up a confirmation dialog, giving the user another opportunity to save.
The Add Trainee/Employee form includes the following fields:
- First Name (informational)
- Last Name (informational)
- ID (uniquely identifies trainee/employee - 1 to 9 digits - cannot begin with 0)
- Start Date (informational)
- Department (determines trainers/supervisors that can write their evaluations)
- Criteria Set (determines criteria set used for evaluation)
- Trainer/Supervisor Email Notifications (upon checking, enables following controls - see Expectations Email Servicefor more information):
- Trainer/Supervisor (Trainers/Supervisors whose profile includes their email address, and who are either in the same department as the current Trainee/Employee or who are set to 'Department ALL', will appear for selection here)
- Evaluate this employee every 'x' month(s) (period from 1 to 24 months to set when evaluations are due on the trainee/employee)
- Begin notifying trainer 'x' days prior to due date (period from 1 to 28 days prior to the date the evaluation is due on the trainee/employee)
- Send reminders every 'x' days until completed (interval from 1 to 45 days to continue sending email reminders of both due and overdue email notifications, or '0' for "off")
- Login Name (enter into Login Name field of Login form to log in to Expectations)
- Password (enter into Password field of Login form to log in to Expectations)
- Verify Password (insures password entered correctly)
- Status (active allows evaluations to be written - inactive disallows)