Gradience Records Pro / Enterprise - User's Guide

Gradience Records Pro / Enterprise - User's Guide

This guide will show you how to perform a variety of common tasks within the Records portion of Gradience Attendance with Employee Recordkeeping

If you have not yet set up the software, you'll need to use the Initial Setup Guide. Enter http://goo.gl/0qiTFP into your web browser or click here.

Table of Contents - Alphabetized by Topic          

Accidents----------------------------------------------------------------------------------------------------------------------------------------------- Document accidents that occur.

Attaching Files/Photos -------------------------------------------------------------------------------- Attach MS Word files, Excel files, PDFs, Photos, PowerPoint files.

Backups - Back up your data manually  --------------------------------------------------------------------------------- You may manually back up your data any time.

Backups - Back up your data automatically  ----------------------------------- Take the worry out of backing up your data by scheduling automatic backups.

Backups - Restore data that was previously backed up  ------------------------------------------------------------------------- Recover previously backed up data.

Benefits----------------------------------------------------------------------------------------------------------------------------------------------Record health plans, pensions, etc.

Birthday Report----------------------Use the Custom Reports feature to include the [Date-of-birth] on the Birth Date Report rather than just month and day.

Database Maintenance -------------------------------------------------------------- This resolves most error messages and performance issues quickly and easily.

Education------------------------------------------------------------------------------------------------------------Document the educational background of your employees.

EEO / Other-----------------------------------------------------------------------------------------------------------------------Document and track and report on EEO matters.

Emailing Reports ------------------------------------------------------------------------------------------------------------------------------------------------- How to e-mail reports.

Employees - Display Deleted Employees-----------------------------------------------------------Allow previously deleted employees to be seen in the software.

Employees - Entering Names--------Enter all of the names of your employees and establish their particulars such as Date of Hire, Location, Dept., etc.

Employees - Hide or Display------Display only those employees you wish to be visible such as Full-Time, Part-Time, Active, Inactive, Terminated, etc.

Export Data----------------------------------------------------------------------------------------------------You can export only non-relational data to a Tab Delimited file.

Frequently Asked Questions----------------------------------------------------------------------------------------------------------Get fast answers to common questions.

General Codes----------------------------Modify items that populate the various drop-down menus and create new items to add to what is on these menus.

Global Preferences / Settings-----------------------------------------------------------------------------------------------------------------Establish your global preferences.

Import Data-------------------------------------------------------------------------------------------------You can import only non-relational data from a Tab Delimited file.

Introduction--------------------------------------------------------------------------------------------------Get the low-down on the purpose and functions of this software.

Locations and Departments  --------------------------------------------------------------- Establish all of your locations and the departments within each location.

Logo --------------------------------------------------------------------------- Put your organization's logo at the top of all of your Gradience reports.

Reminders ----------------------------------------------------------------- You can set up one-time reminders or recurring reminders for one or multiple employees.

Reports - Saving ----------------------------------------------------------- You can save reports in a variety of formats including Word, Excel, Rich Text and PDF.

Security - Set Permissions for Users ----------------------------------------------------------- Each user may be given unique access rights within the software. 

ID Badge Setup---------------------------------------------------------------------------------------------------------------------------------Create your own custom ID Badges.

Performance---------------------------------------------------------------------------------------------------------------------------------------Produce Performance Evaluations.

Personal Contacts----------------------------------------------------------------------------------------------------Establish Personal Contacts and Emergency Contacts.

Separations-----------------------------------------------------------------------------------------Document conditions under which employees leave your organization.

Taxes-------------------------------------------------------------------------------------------------------------------------------------------------Document employee payroll taxes.

Training-----------------------------------------------------------------------------------------------------Document various training in which employees have participated.

Wages-----------------------------------------------------------------------------------------------------------------------------------------------------Document Employees Wages.

Warnings-----------------------------------------------------------------------------------------------------------------------------------Document warnings given to employees.

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