HR Training Checklist

The following is a list of suggested topics to cover when providing training or doing self-paced learning for Lucidity HR. Details for all these topics are accessible in the User Guide.
 

• Review Quick Reference Guide
  
  

• Permissions
  
  • My Details/ End User
  • Manager
  • System Administrator
    
    
• Navigation
  
  
• People
  
  • Create and Edit People
  • Convert Users Between People Types
  • Merge People
  • Archive People
  • Reporting from the People Page
  • View Individual Employment Periods, Employment Reviews, HR Records
    
    
• Employment Periods
  
  • Add Employment Period
  • Edit Employment Period
  • Delete Employment Periods
  • Reporting from the Employment Periods Page
    
    
• Employment Reviews
  • Add Employment Review
  • Edit Employment Review
  • Delete Employment Reviews
  • Reporting from the Employment Review Page
    
    
• HR Records
  
  • Add HR Record
  • Edit HR Record
  • Delete HR Record
  • Reporting from the HR Records Page
    
    
• Actions
  
  
• Settings
  • Settings Menu