Use this window to display and maintain review dates that have been set against an employee from within various options of the HR Record. Review dates can be set by the use of Diary on the employee’s HR record.
The left hand pane of the screen is used to define the selection criteria for the diary dates to be displayed in the right hand pane.
The Today field may be selected to display only diary entries for today’s date. The This Week field may be selected to display diary entries for the current week, the week being defined as Monday to Sunday. The This Month field may be selected to display diary entries for the current calendar month.
Alternatively From and To dates may be entered to select a period between two specified dates. If the Today box is ticked then the To date will default to today’s date, if the This Week box is ticked then the To date will default to next Sunday’s date and if the This Month box is ticked then the To date will default to the end of the current month.
A diary item has a status of either Open or Closed and selecting the respective button will display the relevant diary entry. The All will show both Open and Closed diary items.
Either the current employee or All Employees will be displayed in conjunction with the Dates and Status selection criteria.
Selecting Search will result in the display of the all the diary entries that meet the selection criteria defined in the Date, Status and For fields.
Details will display the original record which was entered for the selected diary item showing the details entered.
Notes will display any text which has been entered for the original record on the selected diary item. The note text can be amended.
Diary will display details of the highlighted entry.
The Review Date shows the date on which the diary entry should be completed and the Status holds the current status of the diary event. The Status can be amended.
The Update field allows you to choose what further action can be applied to the diary item. The HR Diary only will display the diary item in the Diary option, the E-Mail message will send a message containing the diary item details to each employee who has the HR User and Email Address fields defined on the Equal Opportunities screen in the Personal Details option on the employee’s HR Record. The Appointment will update each employee’s Microsoft Outlook Task list with the diary item details.
If this option is selected then a card showing the key details about the currently selected employee will be displayed.