Getting started Account Management and Record Administration

One2onetracker has 4 sections;

Account Management

Sign up as Account Manager on the website and and nominate who will be the Administrator for one2onetracker in your organisation. There can be more than one but they all have identical access rights.

Administrator signs in and loads the system starting with the Organisation Drop downs of Key Values; and Team; identifying Team or Department names and locations; this will result in the team sheet page. When completing the Job Titles section spend some time completing the job description, or roles & responsibilities, box.. The permanent objections that make up the first part of the one2one review are based on these tasks.
Go to the Employees drop down and complete New Employee. Leaver’s records can be archived with the dormant tag.
Go to New Discussion Point and write the questions that you would like to see asked at every one2one review and every appraisal. These will automatically load into all employees’ one2one agendas, and appraisals at every review.
Searchword. Administration review and approve tag words requested by managers to ensure no duplication.
When the system is in use there are standard reports that will show you what’s going on.
Under Options the Administrator can change their password.
When the Administration section is fully loaded employees should be e mailed their user name and initial password and asked to change the password to one known only by them.
Administration, with the mutual agreement of the team leader and team member, can reopen closed records for amendments to be made.
Administrators have no access to Records Management and therefore can not read any employee content.

To see what must be done next go to Record Management.