How to Record Education, History and Counseling

Overview

Beyond the basics, you can keep a full professional history on each employee: their qualifications, past roles and any counseling sessions. This is useful for appraisals, promotions and compliance.

Steps

1. Open an employee's record and use the Education tab to add qualifications and certificates.
2. Use Employment History to log previous roles and internal moves.
3. Record Counseling sessions with notes so HR has a follow-up trail.

Tips

• Keeping education and history current makes succession planning and audits much easier.