A service record is a snapshot of the job(s) the person has been assigned for the year and over time creates a yearly history of their jobs. It is important to create the service records because they are used for answering questions in the future about prior year staffing.
The service records are “captured” by the system using the process found in the Annual Updates section of the Personnel menu. This process should be run only once per year.
If you do not want to capture everyone’s jobs, you can use the Quick Search or Advanced Search to narrow your list. It is recommended, though, to just capture all active people and all jobs since you may not know what questions might be asked years down the road.
Once you have your list confirmed, then just click Service Record Creation. It will tell you how many service records will be created and if you want to proceed, then click on Create Service Record.
When it is complete, the system records a log entry to show that the process was done on that date by whoever ran it and the criteria that was used.
There are special Service Record reports in the Reporting menu that can be run to answer questions about staffing in past years.