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HR Records

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Last updated: Jan 23, 2023
3 min read

HR RECORDS

Video: HR Records

HR Records

The HR Records page can be used for the tracking of various types of HR records such as letters of offer, meeting times and notes, employee complaints, promotions etc. HR documentation such as letters of offer, meeting notes etc can be uploaded against each record if required.

In the HR Records page of Lucidity HR, administrators can:

  • Add new HR records for users

  • Edit HR records for users

  • Delete HR records for users

  • Export lists to Excel of HR records

Add HR Record

To create a new HR record, from the HR Record page:

  1. Click 'Add New'

     

  2. Complete the fields (see table 'Definitions of Fields' below)

The details captured for each record may vary slightly between each system configuration. Fields marked with * are mandatory.

Definitions of Fields

Person

Drop down selector

Note if accessing the HR Record page from the People page, this field will be pre-populated

Description

Open text field

Enter a description of the HR record

Date of Record

Date of Record

  1. Documents can be attached to an HR record by:

                   a. Click 'Add Document'

                   b. Locate the document

                   c. Click 'Open'

                   d. Enter the file name and description as applicable

                   e. Click 'Upload'

  1. Click 'Save' 

Refer to the Uploading Files in Lucidity Modules user guide page for more details.

Edit HR Record

To edit an existing HR record, from the HR Record page

  1. Click 'Show Filters'

  2. Use filters as required to locate the relevant HR record

  3. Click 'Filter'

  4. Locate the specific HR record at the bottom of the screen (Hint: hiding filters can make viewing the results easier)

  5. Click 'Edit' to the far right of the relevant HR record

     

  6. Update required fields

  7. Click 'Save'

Delete HR Record

To delete an existing HR record, from the HR Record page

  1. Click 'Show Filters'

  2. Use filters as required to locate the relevant HR record

  3. Click 'Filter'

  4. Locate the specific HR record at the bottom of the screen (Hint: hiding filters can make viewing the results easier)

  5. Click 'Actions' to the far right of the relevant HR record

  6. Click 'Delete'

  7. From the pop-up box that appears, select 'Delete'

Deleting HR Records

Deleting HR records cannot be undone. Always use caution before using the delete function.

Reporting from the HR Records Page

To generate a report for a specific group of HR record, such as all those for the Star Wars Galaxy Division, from the HR Records page:

  1. Click 'Show Filters'

  2. Select the relevant filters

    1. Click 'Division', in this example select Star Wars Galaxy

    2. Apply any other Filters required

    3. Click 'Filter'

  3. All results will be displayed at the bottom of the screen

  4. Click 'Excel Export' to generate this report into Excel