3RAI Recording, analysing and using human resources information
Learning activity one
Think about your own organization and the people related records that it stores
Identify five records that would fit within any of the identified reasons for keeping records outlined above (you will find more information on these on p278 –p280 of the course textbook). Explain why your organization needs to maintain and use these records (provide examples of how they are actually used where you can). Training Records – At Enterprise we have a spreadsheet called “The Matrix”, this stores each employed persons training records. It is a basic excel spreadsheet with a column for names and a list of each of the available courses within Enterprise along the top. As soon as an employee has been on a course this will be inputted on to the spreadsheet along with the expiry date (if there is one) so we can ensure all personnel have valid records. Having this information available is very important, due to the nature of our work we need to show that we are keeping our employees safe by having valid training records. For example if there is an accident on site and an employee has hit an underground cable, we would need to be able to show that the person has valid training records for “safe digging” to our Health and Safety officer otherwise we as a company could be seeing as being negligent when we have a duty of care towards our employees, this could result in claims against the organization.
Invoice Tracker – Every week invoices are sent in from our DSP’s to each of our contracts within the Trowbridge office. I am the project manager of shrouding and have 2 invoices sent in from each of the companies working for me. Leven’s & MOYAD construction. Once these invoices are emailed to me I will copy and record the information on to my “surveying” spreadsheet. This spreadsheet contains all site numbers ever worked on by each of my sub contractors and to what percentage that they were done on which day. Having this information is vital to my contract I need to be able to check that each site is not being invoiced on more than one occasion as well as to the percentage that is required. Also on this spreadsheet it shows how much money will be due to be paid to both the contractor and Enterprise. Showing weekly turn over information and that we are hitting profit margins are essential on monthly meetings. Also if there was ever a dispute of pay, being able to refer to this information is important.
Employee personnel Files – Each employee of Enterprise has their own personnel file. This file contains full name, address, date of birth, bank details, sickness and holiday absence details as well as written warnings (if they have any) and their signed Enterprise contract stating what their job role is and salary. These files are used when appropriate, usually when employees details need updating or they have booked holiday.
Online Time Sheets – Every week every employee within Enterprise must fill out an online time sheet in order to be paid. The guys on site bring in a written version of this for the person who deals with time sheets to update their online version. This is so that any absence is recorded whether it be for half an hour or for an hour, this provides accurate attendance percentages and highlights regular patterns of absence.
Curriculum Vitae – For every Job advertisement that is put on the job websites a large number of CV’s from potential applicants. These are all then filtered down to persons with most experience and knowledge of the role that we are looking to fill. These persons will then be asked to interview, if they are not successful we will still store there CV on file for six months. This is a helpful system and saves re advertising for the same job if a vacancy arose for that position.
Learning activity two
Again think about your own organization.
For the five records...
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