Inventory Profiles enable custom tables with user-defined fields for tracking unique information not available in the system, including employee data. After admin activation, profiles are created, configured, and assigned to employees via Inventory Tables, with options for employee self-management, notes, and document uploads.
Inventory Profiles allow you to create tables with custom fields to track information that is not otherwise available in the system. They can also be used to organize employee information into a custom columnar report.
Note: A System Administrator must enable this feature at the company level. Contact your Inova Account Manager to activate it for your organization.
Inventory Profiles
- Go to Menu > Settings > HR Setup > Inventory Profiles.
- Select the Add New button.
- Select the Add New button.
- Enter a name for the profile and select the Save button.
- Select the Add New Field button
to create the columns that will make up the profile.
- Select the Pencil button
icon to configure the field.
- a. Enabled: Select this box to make this field available in the table.
- b. Label: Enter a name for the field.
- c. Description: Enter an optional description for the field.
- d. Type: Select the type of response that should be entered.
- e. Maximum Length: Enter the maximum number of characters to allow in the response.
- f. Default Value: Enter a default response, if applicable.
- g. Sort Order: Fields will automatically be sorted in the order they were created. Use this field to reorder the columns in the table.
- h. Display on Employee Screen: Determines whether the inventory profile will be visible in the employee's profile.
- If the employee should select from a List of options, check the box for “Is List” and Click Add button to add options as needed.
- Then click the Save button
.
Inventory Tables
- Once the Inventory Profiles have been created on the Company level, the system will then enable access to assign to employees.
- Navigate to Menu > Team > HR > HR Maintenance > Inventory.
- Select the profile you want to view and assign to employees.
-
Select the right arrow button
icon to view the specific Inventory profile.
- Click the Add New Button
to assign to an employee.
- Select the employee from the list and click the Save Button
.
- Navigate to Menu > Team > HR > HR Maintenance > Inventory.
- Enter the information for each field and click the Save button.
- Once saved, you can also add a note by selecting the Thinking Bubble Button
, or upload a document by selecting the Paperclip Button
.
- Employees can also be given access to view, update and/or add their own Inventory profiles, if desired.