Access: Human resources > Events
1Under Events list, click on Create an event.
2Under Information, enter an Event date.
▪To add an item to a drop-down list, select "Add item" and complete the fields.
3Select an Event type.
4Enter information in the other fields as needed.
▪If you have created customized fields linked to the Events function, they will display under Information, Employee's version, Employer's version, Other fields or Notes.
Things to remember You can create customized fields in different formats (alphanumeric, numeric, checkboxes, date, and table of values) on the Customized field definition screen (Configuration > Business > Configuration > Customized fields). For more information on this subject, please refer to the procedures in the Creation of customized field section. |
5Under Employee's comment and Other comment, enter the information at your convenience.
6Under Follow-ups, enter a follow-up if needed then click 
here to display the steps. If not, go to the next step.
a)Click on Add. b)Enter a Date, then enter the other information. c)If you defined a task on the Follow-up date, check the Task box to generate the task on the indicated date. See the Defining a customized task procedure. d)You can delete a follow-up by clicking on |
. 7Under Attached documents, you have the option to add a document. Click here for the procedure, or continue to the next step.
a)Click on Add. b)In the File to add window, click on Search, select your file, enter the description and click on OK. c)Under Category, select the follow-up category, if applicable. Note that the ‘’Confidential’’ category is only available if you have access rights. |
For more information on the subject, please refer to Attached documents management.
Things to remember ▪The maximum size accepted for a document is 10 MB. The business has access to unlimited storage space. ▪To view an attached document, click on the description’s hyperlink. ▪To modify the category, select the new category from the drop-down menu under Category. ▪Delete a document by clicking on the ▪If you have access to Attached documents, the Attached documents summary screen displays all of an employee's attached documents, regardless of the function used (Training, Performance review, Work injuries, etc.) (Human resources > Attached documents summary). See Viewing summary of attached documents. |
8Under Notes, enter additional information if needed.
9Click on Save to finish the procedure.
For more information
Follow-up of events in the employee file - Additional information