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title | View Employee Access Key/s |
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STEP | ACTION |
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1 | Login to https://secure.onsitetrackeasy.com.au with your allocated credentials | 2 | Click on PERSON | 3 | Click EMPLOYEES Onsite Basic Only: This will only display the employee’s details for the one you have selected as the FULL VIEW EMPLOYEE. If you wish to change the FULL VIEW EMPLOYEE, click on the PERSON menu and then click EMPLOYEES. On the right of the screen click the CHANGE button and select the person you wish to view in the drop down list and then press SAVE. | 4 | Type in some fragment of the person’s name you are looking for and then press SEARCH; you can also click SEARCH with no entries to view ALL of your company’s Employees | 5 | Click on the Employee you wish to view | 6 | Click on the KEYS tab | 7 | You can view keys that have been assigned to this Employee This page will list the ACCESS KEYS that a site uses and the status of those keys this Employee has. | 8 | You can click on the VIEW link on any of those keys, to see what competencies that site requires for the Access Key key to be current. The Key Structure Statement outlines what is required of an Access Key. NOTE: You will not be able to see the details of the competency itself, as that is only viewable at the site or realm level. |
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title | Inactivate an Employee |
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STEP | ACTION |
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1 | Login to https://secure.onsitetrackeasy.com.au with your allocated credentials |
2 | Click on PERSON menu |
3 | Click on EMPLOYEES Onsite Basic Only: This will only display the employee’s details for the one you have selected as the FULL VIEW EMPLOYEE. If you wish to change the FULL VIEW EMPLOYEE, click on the PERSON menu and then click EMPLOYEES. On the right of the screen click the CHANGE button and select the person you wish to view in the drop down list and then press SAVE. |
4 | Type in some fragment of the person’s name you are looking for and then press SEARCH |
5 | Click on the Employee you wish to view |
6 | Scroll down to the end of the General Details section and press the EDIT button |
7 | Scroll down to the bottom of the screen and then take the tick off the ACTIVE box and press SAVE. This will prompt a message for you to confirm and understand the impact of inactivating an Employee. |
8 | IF you approve, click on OK and then you will see the tick has been removed from the ACTIVE box. |
9 | Press SAVE to now apply these settings to that Employee. |
10 | Another confirmation screen will appear. Please read it carefully as this is a system-wide change to this Employees’ profile |
11 | You will need to enter in such details as who this action is authorised by and a comment. |
12 | Once you have entered in those details you can press PROCEED.
IF you pressed CANCEL at that stage, no action is taken.
If you Pressed PROCEED, you will now notice that this Employee is listed in RED LETTERS that they are now an INACTIVE EMPLOYEE (and if applicable, and INACTIVE CONTRACTOR).