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HR Suite New User Video Training

Welcome to HR Suite New User Video Training!  We recommend all users watch Segment 1 and that any users who will be editing policies watch Segments 1-8.  Segment 9 is recommended for all admin users and any user with access to Library, Forms and/or Storage, and Segment 10 is recommended for all Admin users.

Please note: The training videos playback system is currently not compatible with mobile phones or tablet devices. 

To view any of these recordings:

  1. Click the link for the segment you wish to view. 
     
  2. You may be asked to download a small plug in to view the recording.
     
  3. When viewing the video, you can double click the video image for a larger view of the presentation.

Please note - it make a few moments for the video to load.
 

Segment 1 - Introduction & Getting Started 
Recommended for all users.  (4 minutes)

  • Logging into the manual
  • Navigating the home page
  • Folders on the home page
  • The Support Site (starts at 2:23)
  • Getting Started & System Documentation

Segment 2 - Manual Builder Overview, Adding and Deleting Policies
Recommended for any user who will be editing policies.  (15 minutes)

  • Accessing Manual Builder 
  • Important definitions and system terminology
  • Navigating Manual Builder (starts at 1:14)
  • Working Manual overview (starts at 2:25)
  • Switching between manuals (starts at 3:46)
  • Adding model policies to the Working Manual (starts at 4:23)
  • Master Manual overview
  • Adding unique policies to the Working Manual (starts at 8:50)
  • Printing Policies (starts at 12:04)
  • Deleting policies from the Working Manual (starts at 12:54)

Segment 3 - Basic Editing
Recommended for any user who will be editing policies.  (16 minutes)

  • Differences between chapter pages and policies
  • General content editor information (starts at 2:44)
  • Basic editing and formatting, and  toolbar functions (starts at 6:02)
  • Saving and previewing your work

Segment 4 - Paste from Word, Formatting Numbered Lists
Recommended for any user who will be editing policies.  (13 minutes)

  • Copy/Paste from Word
  • Formatting Numbered Lists (starts at 5:26) 

Segment 5 - Editor Notes and Key Fields
Recommended for any user who will be editing policies.  (18 minutes)

  • Using Editor Notes
  • Understanding and editing Key Fields (starts at 4:55)

Segment 6 - Tables
Recommended for any user who will be editing policies.  (11 minutes)

  • Creating a new table
  • Adding and deleting rows and columns (start at 4:33)
  • Adjusting column size on a table (start at 6:21)

Segment 7 - The Publishing Process & Printing Tips 
Recommended for any user who will be editing policies.  (25 minutes)

  • The "Publishing" setting
  • Publishing Options
  • Viewing and Printing the Published Manual
  • Posting the Published Manual on the home page
  • Deleting Published Manuals
  • Printing Tips (starts at 21:12)

Segment 8 - The Archive and Reports
Recommended for any user who will be editing policies.  (9 minutes)

  • Adding policies to the Archive
  • Viewing policies in Archive
  • Restoring from Archive
  • Deleting from Archive
  • Overview of reports (starts at 4:25)
  • Key Fields Report
  • Working Manual Report

Segment 9 - Library, Forms and Storage
Recommended for all admin users and any user with access to Library, Forms and/or Storage.  (8 minutes)

  • Library overview
  • Forms overview
  • Storage overview
  • Adding documents to the Storage Area
  • Posting documents to the Home Page
  • Moving and deleting documents from storage
  • Adding folders within storage

Segment 10 - Administration
Recommended for all admin users.  (10 minutes)

  • Adding a welcome message to the home page
  • Creating and managing users
  • Creating and managing access levels
  • Changing the credit union name
  • Uploading a corporate logo

 

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