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Understanding HR training checklist
Who is this article for?Users and administrators who want to learn about Lucidity HR training topics.
Administrator permissions may be required for some features.
The following is a list of suggested topics to cover when providing training or doing self-paced learning for Lucidity HR.
1. Quick reference guide
- Review of key features and functions
2. Permissions
- My details / End user
- Manager
- System administrator
3. Navigation
- Overview of system layout and menu structure
4. People
- Create and edit people
- Convert users between people types
- Merge people
- Archive people
- Reporting from the people page
- View individual employment periods, employment reviews, HR records
5. Employment periods
- Add employment period
- Edit employment period
- Delete employment periods
- Reporting from the employment periods page
6. Employment reviews
- Add employment review
- Edit employment review
- Delete employment reviews
- Reporting from the employment review page
7. HR records
- Add HR record
- Edit HR record
- Delete HR record
- Reporting from the HR records page
8. Actions
- Managing and tracking HR-related actions
9. Settings
- Settings menu overview
- Configuring system preferences