Add an Employee to a Training Record

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• Create/Edit/Link a New Employee  - Employee

  Employee records are required for each user account. Employee records are not automatically created when a user account is created in NEXGEN. To add a new employee into the NEXGEN system, users should first create a user account for the employee if ...

• Employee Record Overview - Employee

  Employee records in NEXGEN store a user's employee information. With an employee record link, users can be assigned work in the system, can be tagged in comments, and can explore all areas of the software that they have access to. Users that will ...

• Employee Time-Off Overview - Resource

  The Employee Time-Off feature can be used to track time-off for a particular employee. As of NEXGEN version 11.3, the employee time-off feature is also relevant to the Inventory Requisitions module. Employee time-off is relevant to the inventory ...

• Add Additional Training Types

  1) Open a Training record 2) On the Training Number/Name blue band, click Edit 3) To the right of the Type drop down box, click the + button 4) In the Update Options popup box, click + Add  5) Enter Option ID, Option Value, Sort Order and Color 6) ...

• Select an Employee Role Instead of an Employee on a Work Order - Work Order

  Instead of specifying the specific Supervisor or Lead overseeing a work order, users can select an employee role on a WO and allow their team to pick up work or assign out work based on the role. Teams can turn on role based notifications to notify ...