Step 4. Add Staff Details

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Step 4 - Adding Staff Details

 

The last of the initial data table set-up steps should be to enter staff / employee details.  The more effort / data entered in steps 1 to 3 the easier completing step 4 will be.

 

To add staff details into SMART you will need the following details to hand;

 

Staff / Employees Detail

 

Name, (Surname, First-name - separated by a comma for example Pan, Peter)

Location

Staff unique reference number

Job grade / designation

Who they Report To

 

VERY IMPORTANT NOTE : Deleting and employee from SMART will completely removed all records.  It is therefore recommended the paper copies of current and long sickness records are printed prior to hitting the delete button.

 

 

 

 

Staff Details Table (also refer to SMART's flow diagram for a basic design input layout)

 

Simply add the various Staff for your company structure, first by loading the Employee Selector form and clicking on the new button.

 

 

To complete a staff entry fully you must enter enough detail to turn the form from Red to Green.

 

 

It is extremely important to ensure you followed the correct formatting when entering staff names. To enter names correctly use surname, coma first-name, for example Pan, Peter.

 

As each of the staff details section is completed the form will progressively turn the form Red to Green.

 

 

Even with the best preparation work you my find the you require is not available.  SMART offers two ways of adding data on the fly.

 

Option 1.  New locations can be added on-the-fly by simply double-clicking into locations field.  A message box confirming if you wish to load the locations table will appear, simply select yes or no.

 

          

 

 

Option 2.  Alternatively, you can simply type the new location straight into the locations field.  A message box will appear asking you to confirm if you wish to add the new location, simply select either yes or no.

 

 

With the name and location completed and turned green, it is time to enter the staff unique reference number.  The important thing here is that the number is unique to the individual.  You could opt to use something like and employees National Insurance Number.

 

 

Next we need to add the staffs grade / designation from the drop down list.  Again, if you're required option is not available, you can also enter new data is outlined in options one and two above.

 

 

Finally we need to add the staffs supervisor or manager, depending on how you have set-up your company structure within SMART.  This should be a simple process of selecting the Reports To from the drop down box. Again, if you're required option is not available, you can also enter new data is outlined in options one and two above.

 

 

 

Once all the staff details have been entered fully, the former will turn completely green, and a message will indicate that all record fields are 100% complete.

 

 

We will now be able to create our employee matrix by clicking on the Initial set-up button as shown In this link. * * *

 

Again it is worth pointing out this VERY IMPORTANT NOTE : Deleting and employee from SMART will completely removed all records.  It is therefore recommended the paper copies of current and long sickness records are printed prior to hitting the delete button.

 

Please Note: this video was created in an earlier version of SMART, however the principle is the same. Also you will need to be internet connected for the support video to load.

 

 


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