This document provides instructions for human resource management and labor tracking using the Maintenance Connection software. It discusses how to access and navigate the labor module, update labor records, track training certifications, and manage staff departures and rehiring. Reporting and batch updating of labor records is also covered. The agenda includes an overview of labor records, demonstrations of examples for staff departures and rehiring, and a discussion of human resources reporting and updates.

1. Human Resource
Management (SA06)
System Administrator Track

2. 1. Open Internet Explorer
2. Type into the address bar: www.maintenanceconnection.com
3. Click Log In button
4. Enter the following:
Member ID: SA_CHECKPOINT
Password: Checkpoint2014
Note: During the seminar, please do not “Save” while following along with a
specific example unless directed to do so by your course instructor.
Wireless SSID: CHECKPOINT
Wireless Password: CHECKPOINT
Logon Instructions

3. Presenter Names: Marc Ackers and
Adam O’Brien
Background information:
• Role and expertise at Maintenance
Connection
• Fun Fact
Presenter Bio

4. Labor Management
Training Module Defined
Departures and Rehiring
Human Resources Reporting and Updates
Agenda

5. Overview of Labor Records
Labor Explorer
Update Labor Info
Contact Information
Rates
Training
Labor Management

6. Member record is required to access MC
Labor / Requester record determines
Member’s access
Overview of Labor Records

7. Upon Member approval existing Labor
records can be linked or a new one can be
created automatically
Labor records stored in Labor Module
Overview of Labor Records (cont’d)

8. Access Labor and Member Modules from
Explorer
Overview of Labor Records (cont’d)

9. Displays all Labor records (including
Inactive)
Search functionality to easily identify
specific records
Labor Explorer

10. Labor ID, Name, and Initials used for
general Labor identification
Employee Type options include
Contractor, Employee, or Transfer to
Requester Module
Update Labor Info

11. Employment status and date information
options can be edited
Job Title and Craft for recording what the
Labor does for organization
Update Labor Info (cont’d)

12. Position Details typically associated with
work being performed
Update Labor Info (cont’d)

13. Attach Image used to upload, take
snapshot, or add photos to record
Update Labor Info (cont’d)

14. Contact tab stores applicable contact info
Email and SMS fields used for Notifications
Pager, PDA ID, and URL used for reporting
Contact Information

15. Hourly rates and charge rates for Labor
Calculates Labor cost on Work Orders
Rates

16. Rates Manager provides single screen to
update rates for employees
Rates (cont’d)

17. Lists all licensing, certifications, and
training completed
Records added are managed from Training
module
Training

18. Edit details of Training
• Training name not editable from Labor record
Training (cont’d)

19. Training Module Overview
Training Tabs
Training Module Defined

20. Stores Licenses, Training Certifications,
and Training Programs attended
Can be associated to labor resources
Training Module Overview

21. Details tab stores general and identifying
information
Training Tabs

22. Attendees tab allows users to quickly add,
view, or delete attendees for a Training
Program
Employees will have Training auto-added
to associated Labor record
Training Tabs (cont’d)

23. Reports tab lists Labor possessing the
training, certification, or license
Other training details also displayed with
Smart Report functionality
Training Tabs (cont’d)

24. Staff Departures Primary Steps
Staff Rehiring Primary Steps
Departures and Rehiring

25. Primary steps when there are staff
departures:
• Delete Member record
• Set Labor / Requester record to inactive
• Move inactive Labor records in Explorer
• Setup Conditional Formatting
Staff Departures Primary Steps

26. In the following example a Labor record
will be taken through the necessary steps
to efficiently take care of a staff departure
Staff Departures: Example

27. Delete Member record to remove access:
Staff Departures: Example (cont’d)

28. Set Labor / Requester record inactive to
remove from lookups:
Staff Departures: Example (cont’d)

29. Move inactive records to bottom of
Explorer to avoid cluttering the Explorer:
Staff Departures: Example (cont’d)

30. Use Conditional Formatting to visually
alter records in Explorer:
Staff Departures: Example (cont’d)

31. Conditional Formatting results in Explorer:
Staff Departures: Example (cont’d)

32. Primary steps to rehiring staff:
• Update status of Labor / Requester record
• Use existing login credentials for
authorization
• Approve and link to existing record
Staff Rehiring Primary Steps

33. In the following example a Labor record
will be taken through the necessary steps
to efficiently take care of a staff rehire
Staff Rehiring: Example

34. Update status of Labor / Requester record
to Active and remove “z-” from Name:
Staff Rehiring: Example (cont’d)

35. Use existing login credentials to request
authorization (same Member ID and
Password should be used):
Staff Rehiring: Example (cont’d)

36. Staff approval and linking to existing Labor
/ Requester record:
Staff Rehiring: Example (cont’d)

37. Reporting Examples
Batch Updating Labor Records
Human Resource Reporting and Updates

38. Reporting can be an important part of
managing Labor and Training within MC
Standard Training and Labor Report
folders available
Create Custom HR folder!
Reporting Examples

39. Editable Smart Report with Labor contact
info:
Reporting Examples (cont’d)

40. Labor Training List with Chart:
Reporting Examples (cont’d)

41. Training List by Category:
Reporting Examples (cont’d)

42. Update similar fields on multiple Labor
records simultaneously
Accessible through the Expanded Explorer
view
Batch Updating Labor Records

43. Update many different fields specific to
Labor / Requester records
Batch Updating Labor Records (cont’d)

44. For access to documentation and tutorials,
reference www.mcuserconnect.com
MC User Connect

45. MCUC Documentation / Tutorials Article PDF Video
Tutorial
User
Guide
Staff Changes – How to Manage
Labor Rates Tab
Training Module
Additional Resources