Journals

Overview

With Core HR, you can maintain employee journals to keep track of all employee-related information (for example, degrees, achievements, warnings, dress code, etc.) and activities (for example, awards, warnings, etc.).

Core allows you to create a list of employee journal types and journal status. These lists are then used to create and track employee journals. The Journals feature of Core HR is like an employee diary in which HR managers can record information about any employee-related activities and credentials. Journal entries are intended to assist the supervisors to monitor the behavior of employees at reasonable intervals and keep track of their achievements. In addition, to keep track of their achievements in their respective fields of expertise, this feature is particularly useful when professional accreditations need to be verified and kept on record.

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Click to watch a video on creating employee journals in Core.

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Note: You can get a visual overview of this feature in Core from the HR Management flowchart.

Basic Tasks

Add Employee Journals

View Reports

Advanced Tasks

Apply Filters

Mark Screen as Favorite

 

Add Employee Journals

HR managers typically record journals for employees. The purpose of these journals is to keep track of all employee-related items (for example, degrees, achievements, warnings, etc.) and activities.

To add an employee journal, watch this video or follow these steps:

    1. Open the Journals screen from the side menu > Human Resources > Journals.

      journals_add.png
    2. Click Create New on the top-right.
    3. On the Add New Journal dialog, enter the required information:
      • Journal Type: name of the journal entry to be made. It should be short and descriptive (for example, Promotion, Warning, etc.).
      • Record Date- date when the journal is recorded

      • Employee

      • Reported By- name of the person recording the journal (for example, it could be the team leader, HR manager, etc.)

      • Status- journal status can be open, closed, pending, rejected, approved, etc.

      • Journal Note

    1. Enter other information and click Add. It displays in the grid list.

View Reports

To view a report:

    1. Open the Journals screen from the side menu > Human Resources > Journals.

      journals_reports.png

    1. In the list view, click More > View Reports.

    2. Select a report from the Report List dialog. It opens in the viewer.

    3. Preview the report and then choose to export or print it.

 

Apply Filters

When using the filter search or applying filters, Core intelligently updates the info bars to reflect the values of the filtered list. Besides filtering data using the standard fields on a screen, you can also use the custom fields for that, if you have set them up.

To view selective data on the grid, watch this video or follow these steps:

    1. Open the Journals screen from the side menu > Human Resources > Journals.

      journals_filters.png

    1. In the list view, click filters-01.png on the right.

    2. On the Filters panel, select a filter from the drop-down and specify individual records or range.

    3. Click Add Filters to specify more filters.

    4. When you have finished, click Apply Filter. You can see selective data now.

    5. In the list view, you can remove the individual filters by clicking remove-01.png on each. To disable applied filters temporarily or remove all filters, click filter_icon.pngnext to the Filters icon and select Disable Filters or Clear All, respectively.

Mark Screen as Favorite

You can mark or flag the most-often used and important screens in Core as your favorites up to a maximum of ten. These favorite screens then display separately on the side menu under the Favorites list. You can manage all your favorite screens in Core from User Preferences.

To mark this screen as your favorite, watch this video or follow these steps:

    1. Open the Journals screen from the side menu > Human Resources > Journals.

      journals_favorites.png

    1. In the list view, click favorites.png on the top-right.

    2. You can access this screen from the side menu under Favorites.

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