With Employee Date Tracking you can keep track of employee physicals, CPR license, auto insurance, and whatever else you would like. You can generate a report that tells you what is due / expiring.
From the Man Menu in Barnestorm Office click on Codes > Other Basic codes > Employee Date Tracking.
- Enter the employee four digit number in the Employee field, a list of items will appear in the right-bottom panel.
- Uncheck the Active Only box if the employee has been terminated in the Barnestorm system.
- Click on a code that you want to track.
- Change the Date from the top-left side to the expiring or due date.
- Check the Declined button if the employee has declined that code. The date will change to 1/1/1900.
- Click on Save.
- Continue selecting codes and changing dates for that employee or change employee number to edit another employee.
- To erase a date enter the employee number and click on the item. Click on the Remove button, this will blank out the date.
Print Report for All Code Entries:
- From the top-right panel change the From and Thru dates to the time frame you wish to view expiring codes.
- Select the sequence you would like to use. Sequence #1 uses lines on the report to divide out your selection. Sequence #2 does not use lines.
- If you would like to only print select Office data, enter the Office code inside of the Office(s) field. Use a space to separate multiple codes.
- Click on the Print All button.
Print Report for One Code Only:
- From the bottom-right panel select the code you want to track.
- Select the sequence you want to use.
- To select multiple codes check the box Allow Multiple Codes to be Selected for Printing. Select each code from the Employee date codes list.
- Click on the Print Code button.
Print Declined Codes:
- Click the Print Declined button.
- This will print all declined codes.
Other Report Features:
- When using the Print Code or All Expiring to print, it will print for all employees. Use the Print Just This Employee to only print the employee currently pulled up.
- Check Missing Dates Only and then Print All to view all active employees who have codes without a date. This will ignore the From and Thru date selection and only print codes without a date (does not print codes with a date).
- Check Include Employees/Codes with no dates to include codes without a date yet to your print selection. This will ignore the From and Thru date selection and will print both codes with dates and without dates.
- Check Include Contractors to include contracted employees (they will have ** in the Vendor field of the employee code setup).
- To add more codes to track, see attached article Edit Employee Date Codes.