Managing skills is a breeze:

• Click on Human Resources on the left panel.
• Click on Skills on either the panel or the fly-out menu.
• Displayed in the main panel is a list of the current skills in the system.
• The following options will become available from the main menu:
• Add Skill
• Edit Skill
• Delete Skill

Adding a Skill

Click on Add on the left panel to open an input form.

• Complete the details as appropriate. If the skill has an event associated with it (e.g. a driver's license with a 5 year renewal frequency).
• Click on Event Schedule and complete as required (Setting up and event tutorial)).
• Click on Save.

Edit / Delete a Skill

Click on edit or delete on the left panel to open an input form.

• If deleting a skill the user will be prompted to confirm their selection.
• If editing follow the steps oulines in "Adding a skill" above.

Adding positions and job descriptions is simple -

• Click on Human Resources on the left panel
• Click on Positions on either the panel or the fly-out menu.
• Displayed in the main panel is a list of the current Positions in the system.
• These options are available from the main panel:
• Add Position
• Edit Position
• Delete Position

Adding a position

Click on Add on the left panel to open an input form.

• Complete the name and description as appropriate.
• Using the skills multi-select box, select from the left panel the skills you want to associate with the position. Use the arrows to transfer the selected skills.
• Click on Save.

Edit / Delete a position

Click on the position you wish to edit or delete.

• To delete, click on Delete.
• To Edit, click on Edit. Edit the details as appropriate.
• Click on Save.

Maintaining employee details:

Click on Human Resources on the left panel.

• Click on Employees on either the panel or the fly-out menu.
• Displayed in the main panel is a list of the current Employees in the system.
• These options are available from the main panel:
• Add Employee
• Edit Employee
• Delete Employee

Adding an employee

Click on Add on the left panel to open an input form.

• Tab 1 - Details:
• Complete the details as appropriate.
• It is vital that the skill is selected as this will associate the position's skills to the employee.
• This data is used for competency ratings and the setting up of special skill events.
• Can Train Others: If ticked, this employee will appear in the Assessed By drop-down box in Competency in the Human Resources module.
• Tab 2 - Other Details:
• Complete the details as appropriate.
• Tab 3 - Next of Kin:
• Complete the details as appropriate.
• Tab 4 - Employee History:
• To display any improvements involving this employee.
• Click on Save.

Edit / Delete an employee

Click on the employee you wish to edit or delete.

• To delete, click on Delete. Note: If an employee has any task assigned to them, the delete option is not available. Before the employee can be deleted, the Mango Administrator will need to ensure all tasks or events are reassigned or signed off.
• Tab 1 - Details:
• Complete the details as appropriate.
• It is vital that the skill is selected as this will associate the position's skills to the employee.
• This data is used for competency ratings and the setting up of special skill events.
• Tab 2 - Other Details:
• Complete the details as appropriate.
• Tab 3 - Next of Kin:
• Complete the details as appropriate.
• Tab 4 - Employee History:
• To display any improvements involving this employee.
• Click on Save.

Employee assessment form

Click on Human Resources on the left panel.

• Click on Employees on either the panel or the fly-out menu.
• Displayed in the main panel is a list of the current Employees in the system.
• Click on the employee required.
• Click on Assessment on the left panel. The assessment form will be displayed ready for printing.

Employee training & competency

Click on Human Resources on the left panel.

• Click on Employees on either the panel or the fly-out menu.
• Displayed in the main panel is a list of the current Employees in the system.
• Click on the employee required.
• Click on Competency and the current employee's competencies will be displayed.

Edit all employee training & competencies

Click on Human Resources on the left panel.

• Click on Employees on either the panel or the fly-out menu.
• Displayed in the main panel is a list of the current Employees in the system.
• Click on the employee required.
• Click on Competency and the current employee's competencies will be displayed.
• Select Edit All: This enables you to edit all the skills in one screen and record notes that will be saved to history.
• The History tab displays any previously entered notes.
• Click on Save.

Add individual competency

Select the correct employee, then select "Competency" on the left panel.

• Click on Add on the left panel.
• Click on a skill that you wish to add from the skill drop-down box.
• Enter information as appropriate.
• Please note: if the skill you are entering has a frequency associated with the skill, when you input the date into Enter/Review Date.
• Click on Competency and the current employee's competencies will be displayed.
• On saving, Mango will automatically calculate the expiry date and set up an event and email.
• Click on Save.

Edit / Delete individual competency

Select the correct employee, then select "Competency" on the left panel.

• Click on the skill you wish to edit / delete.
• Click on Delete to delete the competency.
• Click on Edit and make the appropriate changes.
• Click on Save.

Updating skills for multiple employee

To update multiple employees with a skill (for example, if 30 staff are sent on a first aid training course you can update all the employees with the skill as a group, rather than individually):

• Click on Human Resources on the left panel
• Click on Upload Multiple Employee on either the panel or the fly-out menu.
• Complete the form as appropriate, as per the instructions below:
• Employees:
• Select the employees against whom you wish to assign the skill.
• Skill:
• Select the skill that is to be assigned to the selected employees.
• Competency Level:
• Select from the drop-down box the competency level achieved.
• Date Completed:
• Enter the date the skill was achieved.
• Click on Save.

Employee access rights

This module is normally only available for your organisation's Mango Administrator.

• Click on Human Resources on the left panel
• Click on Employees on either the panel or the fly-out menu.
• Displayed in the main panel is a list of the current Employees in the system.
• Click on the employee required.
• Click on access rights and the current employee's rights will be displayed.

Assigning access rights

This module is normally only available for your organisation's Mango Administrator.

• Click on Human Resources on the left panel
• Click on Employees on either the panel or the fly-out menu.
• Displayed in the main panel is a list of the current Employees in the system.
• Click on the employee required.
• Click on access rights and the current employee's rights will be displayed.
• Click on Edit and complete the form as appropriate, as per the instructions below:
• Last Login:
• This field displays the last time the record was accessed.
• Enable:
• Use the checkbox to enable or disable a user.
• Account Expire:
• You can enter a date that you wish the user's account to be disabled.
• User Name:
• Set your user name here.
• Password
• Set your password here. Note: Minimum four letters and one number
• Manual Type:
• This function enables the Mango Administrator to control what manuals the user can see.
• Modules:
• This is where the Mango Administrator determines what the user can access, edit, add and delete within their Mango environment.