Worksheets are similar to general reports but allow for data entry. They are used to assist in entering/editing certain employee information. Although they look similar to Excel worksheets, they are not. Once you make the change to the data in the worksheet, it is just like entering it in the personnel record. There is no step for importing/uploading the data into PeopleWerksHR. Users need to be careful with worksheets because there is no “undo” feature.
Worksheets are selected similar to reports. You select a Worksheet Format, then select the search criteria for the records that you want included, then view the worksheet. You can save worksheets just like you save reports.
Once you get accustomed to the worksheets in PeopleWerksHR, you will have certain ones that you use more than others. If you are just starting, you may find this list of worksheets helpful:
- Base Employment Info (Employee)
- Employee –Base IDs, Years, Dates
- Employee Background Checks (Employee)
- Contract Management (Job)
- Contract Management – Current/Future (Job)
- Current-Next Year Salary Details (Job)