Add an Employee

ADD EMPLOYEES

How do I add an Employee?

TRAIN TRACK® allows you to add employee records by importing them, or entering them manually.

To add an employee, follow these steps

Tutorial: Add an Employee
Step	Illustration
1. From any screen, click Employee List from the navigation pane on the left.
2. The Employee List screen will open. Click Add New Employee from the ribbon. .
3. A new (blank) record will open. Type in an employee Last Name, First Name, and a unique ID number. Last name is required. If you do not have an ID number, the program will assign one for you.
4. Click the arrow in the Job Title field to open the drop-down menu, and select the job title. Or, you may type in a new job title. You will be able to assign required training based on the job title. You may also add additional job titles.
5. Click the arrow in the Department field to open the drop-down menu, and select the department. Or, you may type in a new department. You will be able to assign required training based on the department. You may also type a new department into the field to add it to your selection list.
6. Enter the Email address. The email address will be used to send automatic or manual email notices.
7. Click the arrow in the Supervisor field to open the drop-down menu, and select the supervisor. Linking the employee to the supervisor allows the supervisor to receive email notices. You may also allow the supervisor to view or edit subordinate records.
8. Click the arrow in the Shift field to open the drop-down menu, and select the shift.
9. Click the arrow in the Employee Type field to open the drop-down menu, and select the employee type.
10. Click the arrow in the Location field to open the drop-down menu, and select the location.
11. Select the Start field. Click on the calendar icon to open the calendar and select the start date. You may also just type in a date.
12. Click the arrow in the Status field to open the drop-down menu, and select the status. An inactive employee is kept in the database for historical completions, but will not show on due or status screens.

A user login will automatically be created for new employees as long as you have entered the required data (for example, if you are using email address as login name, an email address will need to be entered). See users.