List Active Employees

The List Active Employees page lets you view the electronic employee files and edit them.

The List Active Employees page may be reached through:

The List Active Employees link under Labour > Employees on the navigation bar The row of labels that are located at the top left corner of a page, below the Clearview logo..
Running a search on the Find an Employee page.

TO VIEW AN ACTIVE EMPLOYEE'S ELECTRONIC FILE:

Open the List Active Employees page.
Click on the Name of the employee to open the Update Employee Information window and view the electronic employee file.

To view details of a missed shift:
1. Click on the Missed Shifts tab.
2. Select the Area*, Store, Period, Year*, Month*, Schedule Week Ending*, Date*, From*, To*, Job and Reason for which you want to view the missed shift(s), from the drop-down lists.
3. Click on the Go button.
4. Click on the Store of the missed shift record that you want to view.
To view details of a time card:
1. Click on the Time Cards tab.
2. Select the Period, Year*, Month*, Pay Week Ending*, Date*, From*, To*, Stores, Job and Results for which you want to view the time card(s), from the drop-down lists.
3. Click on the Go button.
4. Click on the Report Date of the time card that you want to view.

TO EDIT THE INFORMATION IN AN ELECTRONIC EMPLOYEE FILE:

Open the List Active Employees page.
Click on the Name of the employee whose file you want to edit.
In the Update Employee Information window:

To edit information in the Basic tab:
1. Make changes to the relevant fields as required (see create an employee for the description of some fields).
  
  Click here to learn how to manage the fields that appear on the page in Employee File Controls.
2. Click on the Update button.
To edit information in the Job & Pay* tab:
1. Click on the Job & Pay tab.
  
  To add a new job for the employee:
  1. Click on the Create button.
  2. Select a Job from the drop-down list in the Employee Job & Pay Changes window.
  3. Click on to select the Effective Date.
  4. Select the Pay Type from the drop-down list.
  5. Select the Piece Label* from the drop-down list.
  6. Enter the Hourly Rate*, Pay Rate*, Bi-Weekly Salary* and Bi-Weekly Hours*, or Pay per Shift*.
  7. Change the Status to Inactive if you don't want the job to be assigned to the employee at present.
  8. Place a checkmark next to Primary if this will be the employee's primary job.
  9. Click on the Add button.
  To change the primary job for the employee:
  1. Click on the Update button next to the Job Description that you want to set as the primary job.
  2. Place a checkmark next to Primary.
  3. Click on the Update button.
  4. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..
  To delete a job for the employee:
  Only jobs that have not been included in time cards for the employee and are not set as Primary can be deleted.
  
  Jobs that have been included in time cards for the employee can be deactivated.
  1. Click on the Update button next to the Job Description that you want to delete for the employee.
  2. Click on the Delete button.
  3. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..
  To update the pay rate for a job for the employee:
  - It's best to update pay rates before the Effective Date.
  - Pay rates with an Effective Date in the future will show in the Future Pay column in the Job & Pay tab on the Update Employee Information page.
  1. Click on the Edit Pay button for the Job Description that you want to update the pay rate.
  2. Click on the Create button in the Employee Job & Pay Changes window.
  3. Click on to select the Effective Date for the new pay.
  4. Select the Pay Type from the drop-down list.
  5. Select the Piece Label* from the drop-down list.
  6. Enter the Hourly Rate*, Pay Rate*, Bi-Weekly Salary* and Bi-Weekly Hours*, or Pay per Shift*.
  7. Click on the Add button.
  8. Click on the OK button in the confirmation request pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview.*.
    New pay rates are not applied to time cards that already exist even if the Effective Date is set to a past date.
    
    To apply the new pay rate to existing time cards you will have to edit each time card for the period and change the pay rate in the Costing Information section.
  To edit a pay rate for a job for the employee:
  The Effective Date for the pay rate cannot be edited through this process.
  1. Click on the Edit Pay button for the Job Description that you want to edit the pay rate.
  2. Click on the Update* button for the pay rate in the Employee Job & Pay Changes window.
    
    Only pay rates for which no time cards have been created can be edited.
  3. Select the Pay Type from the drop-down list.
  4. Select the Piece Label* from the drop-down list.
  5. Enter the Hourly Rate*, Pay Rate*, Bi-Weekly Salary* and Bi-Weekly Hours*, or Pay per Shift*.
  6. Click on the Update button.
  7. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..
  To activate or deactivate a job for the employee:
  Only jobs that are not set as Primary can be deactivated.
  1. Click on the Update button next to the Job Description that you want to activate/deactivate for the employee.
  2. Change the Status to Active or Inactive, as required.
  3. Click on the Update button.
  4. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..
  Click here to learn how to manage the fields that appear on the page in Employee File Controls.
To edit information in the Store Assignment* tab:
1. Click on the Store Assignment tab.
  
  To create a new store assignment:
  1. Click on the Create button.
  2. Select the Store that the employee will be assigned to from the drop-down list in the Create Store Assignment window.
  3. Enter the ID on Register* for the employee, at the store.
  4. Enter the Name on Register* for the employee.
  5. Click on to select the Start Date for the store assignment.
  6. Click on the Create button.
  To edit a store assignment:
  Only store assignments that don't have any time cards mapped to it can be deleted.
  1. Click on the Store that you want to edit the assignment details in the Update Store Assignment window.
  2. Make changes as required.
  3. Click on the Update button.
  4. Click on the OK button in the confirmation request pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..
  To delete a store assignment:
  Only store assignments that don't have any time cards mapped to it can be deleted.
  1. Click on the Store for which you want to delete the assignment.
  2. Click on the Delete button in the Update Store Assignment window.
  3. Click on the OK button in the confirmation request pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..
  To end a store assignment:
  1. Click on the Store for which you want to end the assignment.
  2. Click on to select the End Date for the store assignment in the Update Store Assignment window.
  3. Click on the Update button.
  4. Click on the OK button in the confirmation request pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..
To edit information in the Skill Level* tab:
1. Click on the Skill Level tab.
2. Select the Assigned Store for which you want to map the skill levels for the employee from the drop-down list.
3. Click on the Go button.
  
  If no staff positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. have been established for the store, click here to learn how to create assigned staff positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. for the store in Schedule - Positions.
4. Click on the skill level applicable for each of the positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. for the employee.
  - Unable indicates that the employee is not able to work that position.
  - Mid indicates that the employee has some knowledge and skill to work the position.
  - Full indicates that the employee can effectively work the position.
5. Click on the Update Employee button.
6. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..
To edit information in the Review* tab:
1. Click on the Review tab.
  
  To schedule the next employee review:
  1. Select on what basis you'd like to schedule the next employee review from the Next Review Timing drop-down list:
    - Date will let you select the date on which the review is due.
    - Hours Since Last Review will calculate when the review is due based on the number of hours set and the last review date recorded.
    - Total Hours Worked will let you set the number of hours that the employee must have worked before the review is due.
    - Re-Occuring will let you set a period at which each review is due.
  2. Select the details of the next review timing (Next Review Date*, Next Review Hours* or Effective Date* and Frequency*).
  3. Select the Next Review Type from the drop-down list.
  4. Click on the Save button.
  Click here to learn how to manage Alerts for employee reviews.
  To create an employee review:
  1. Click on the Create button.
  2. Select Current Review if the review is a recent review or Historical Review if it's a previous review that you want to record in CLEARVIEW.
    
    Historical Reviews will not impact the job and pay rate on record.
  3. Select the Date on which the review was conducted.
  4. Enter the name of the reviewer in Reviewed By.
  5. Select the Type of review from the drop-down list.
  6. Select the Rating from the drop-down list.
    
    Ratings can be managed in Employee Review Ratings.
    
    Click here to learn how to manage Employee Review Ratings.
  7. Enter any comments you'd like to record in Review Notes.
  8. Make changes to the job details* if required.
    
    Changes made to the Pay Rate will also reflect in the Job & Pay tab.
  9. Click on the Create* button to add any jobs that the employee has performed.
    
    Changes made to the Pay Rate will also reflect in the Job & Pay tab.
  10. Click on the Add* button to add any past pay rates you want to include in the records.
  11. Select on what basis you'd like to schedule the next employee review from the Next Review Timing drop-down list:
    - Date will let you select the date on which the review is due.
    - Hours Since Last Review will calculate when the review is due based on the number of hours set and the last review date recorded.
    - Total Hours Worked will let you set the number of hours that the employee must have worked before the review is due.
    - Re-Occuring will let you set a period at which each review is due.
  12. Select the details of the next review timing (Next Review Date*, Next Review Hours* or Effective Date* and Frequency*).
  13. Select the Next Review Type from the drop-down list.
  14. Click on the Add button at the bottom of the window.
  To edit an employee review:
  Only the latest review can be edited.
  1. Click on the Date of the latest review.
  2. Make changes to the review as required (see create a review for details).
  3. Click on the Update button.
To edit information in the Missed Shifts* tab:
1. Click on the Missed Shifts tab.
  
  To create a new missed shift:
  1. Click on the Create button.
  2. In the Missed Shifts Entry window:
    1. Select the Employee from the drop-down list.
    2. Select the job the employee was assigned for the shift from the Job drop-down list.
    3. Select the reason the employee missed the shift from the Missed Shift Reason drop-down list.
    4. If the shift was covered by another employee, select the employee from the Covered By drop-down list.
    5. Add notes or comments (if any) in the Comment box.
    6. Select the date and time the employee was scheduled to start their shift in Scheduled Time In.
    7. Select the date and time the employee was scheduled to end their shift in Scheduled Time Out.
    8. Select whether the employee gave notice from the Notice Given drop-down list.
    9. If you selected Yes in the Notice Given drop-down list, select the date and time at which the employee notified your organization in Notice*.
    10. Click on the Create button.
  To edit a missed shift:
  1. Select the Area*, Store, Period, Year*, Month*, Schedule Week Ending*, Date*, From*, To*, Job and Reason for which you want to edit the missed shift, from the drop-down lists.
  2. Click on the Go button.
  3. Click on the Store of the missed shift record that you want to edit.
  4. In the Missed Shifts Update window:
    1. Make the changes as required.
    2. Click on the Update button.
  To delete a missed shift:
  1. Select the Area*, Store, Period, Year*, Month*, Schedule Week Ending*, Date*, From*, To*, Job and Reason for which you want to delete the missed shift, from the drop-down lists.
  2. Click on the Go button.
  3. Click on the Store of the missed shift record that you want to delete.
  4. In the Missed Shifts Update window:
    1. Click on the Delete button.
    2. Click on the OK button in the confirmation request pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..
To edit information in the Availability* tab:
1. Click on the Availability tab.
  
  To edit the general availability:
  1. Enter the Target Hours Per Week that the employee can work.
  2. Select the Maximum Weekends Per Month that should be assigned to the employee from the drop-down list.
  3. Click on the Save button.
  To edit the actual available hours for a store:
  1. Select the Store from the drop-down list.
  2. Click on Actual.
  3. Place a checkmark in the Not Available column for a day if the employee is not available at all on that day of the week.
  4. Place a checkmark in the All Day column for a day if the employee is available all day on that day of the week.
  5. To set fixed hours during which the employee is available to work on a day:
    1. Remove the checkmarks from the Not Available and All Day columns for the day.
    2. Set the time from when the employee is available to work in the Available Hours From column.
    3. Set the time up to which the employee is available to work in the Available Hours To column.
    - To add additional available shifts for the same day:
      1. Click on the Save button.
      2. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..
      3. Click on the Add button next to the day.
      4. Set the time from when the employee is available to work in From in the Create New Availability window.
      5. Set the time up to which the employee is available to work in To.
      6. Click on the Create button.
  6. Click on the Save button.
  7. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..
  To edit the preferred available hours for a store:
  1. Select the Store from the drop-down list.
  2. Click on Preferred.
  3. Place a checkmark in the Not Available column for a day if the employee prefers not to work on that day of the week.
  4. Place a checkmark in the All Day column for a day if the employee has no preferred hours for that day of the week.
  5. To set the preferred hours that the employee would like to work for a day:
    1. Remove the checkmarks from the Not Available and All Day columns for the day.
    2. Set the time from when the employee is prefers to work in the Available Hours From column.
    3. Set the time up to which the employee prefers to work in the Available Hours To column.
    - To add additional preferred shifts for the same day:
      1. Click on the Save button.
      2. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..
      3. Click on the Add button next to the day.
      4. Set the time from when the employee prefers to work in From in the Create New Availability window.
      5. Set the time up to which the employee prefers to work in To.
      6. Click on the Create button.
  6. Click on the Save button.
  7. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..
To edit information in the Date Requests* tab:
1. Click on the Date Requests tab.
  
  To create a leave request:
  1. Click on the Create button.
  2. In the New Request window:
    - Change the Date Submitted and time if required.
    - Select the Reason for the leave request from the drop-down list.
      
      To add a new reason:
      1. Click on .
      2. Enter the Description of the reason in the Create Request Reason window.
      3. Select Inactive from the Status drop-down list if you don't want the reason listed in the Reason drop-down list on the New Request page as yet.
      4. Click on the Create button.
    - Remove the checkmark from All Day if the leave request is only for part of the day.
    - Select the Start date and time Unless specified otherwise, the date and time will always show in the user's local time.* for the leave request.
    - Select the End date and time Unless specified otherwise, the date and time will always show in the user's local time.* for the leave request.
    - Enter any comments for the leave request in Notes.
    - Click on the Create button.
  To edit a leave request:
  1. Use the filters Drop-down boxes that let you select from the options available. at the top of the page to find the leave request that you want to edit.
  2. Click on the Requested date and time Unless specified otherwise, the date and time will always show in the user's local time. of the leave request you want to edit.
  3. Make changes to the details in the Leave Request Details window as required.
  4. Click on the Update button.
To edit details of a Time Card:
1. Click on the Time Cards tab.
2. Select the Period, Year*, Month*, Pay Week Ending*, Date*, From*, To*, Stores, Job and Results from the drop-down lists to find the time card you want to edit.
3. Click on the Go button.
4. Click on the Report Date of the time card that you want to edit.
5. In the Update Time Card window:
  1. Select a reason for the edit from the Change Reason drop-down list (use the text-box below to add comments, if any).
  2. Make the changes as required.
  3. Click on the Update button.
To edit information in the Notes* tab:
1. Click on the Notes tab.
  
  To create a new note:
  1. Click on the Create button.
  2. In the Create Employee Note window:
    1. Select the Date for the note.
    2. Enter a Title for the note.
    3. Enter the Details of the note.
    4. Click on the Create button.
  To edit a note:
  Only notes with TypeNote can be edited.
  1. Use the Note Type filter Drop-down boxes that let you select from the options available. on the top of the page if required.
    - Note displays notes manually created in the electronic employee file.
    - Event displays notes automatically created by certain events in CLEARVIEW.
    - All displays both type of notes.
  2. Click on the Date of the note that you want to edit.
  3. Make changes in the Update Employee Note window, as required.
  4. Click on the Update button.
  To delete a note:
  Only notes with TypeNote can be edited.
  1. Use the Note Type filter Drop-down boxes that let you select from the options available. on the top of the page if required.
    - Note displays notes manually created in the electronic employee file.
    - Event displays notes automatically created by certain events.
    - All displays both type of notes.
  2. Click on the Date of the note that you want to delete.
  3. Click on the Delete button in the Update Employee Note window.
  4. Click on the OK button in the confirmation request pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..
To edit information in the TimeShark* tab:
TimeShark synchronizes with CLEARVIEW every 5 minutes. Hence, changes made may take up to 5 minutes to reflect in TimeShark.
1. Click on the TimeShark tab.
  
  To enable or disable TimeShark access for the employee:
  1. Select Yes from the Enable TimeShark Web Access drop-down list to enable access or No to disable access to TimeShark.
  2. Click on the Save button.
  3. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..
  To edit TimeShark access details for the employee:
  1. Select the Preferred Language for the employee from the drop-down list.
  2. To change the PIN used to access TimeShark:
    1. Enter the New PIN.
    2. Repeat the new PIN in Confirm New PIN.
  3. Change the Email address of the employee if required.
  4. Click on the Save button.
  5. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..
  To assign TimeShark Security Templates for the employee:
  1. Select the Security Template for each store listed from the drop-down list(s).
  2. Click on the Save button.
  3. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..
To edit information in the Awards* tab:
1. Click on the Awards tab.
  
  To edit the service start date:
  Changing the service start date will not have any effect on the Hire Date of the employee which can be found in the Basic tab.
  1. Click on to select the Service Start Date.
  2. Click on the Update button next to the Service Start Date.
  To record a service award or recognition that was presented to the employee:
  1. Place a checkmark in the Presented column for the Years service that the award or recognition was presented.
  2. Click on the Update button at the bottom of the page.
    
    Click here to learn how to manage the years of service for which an award or recognition is presented in Employee Awards/Recognition.
  To create other awards:
  1. Click on the Create button.
  2. Select the Date on which the award was/will be presented in the Create Employee Award window.
  3. Enter the Details of the award.
  4. Click on the Create button.
  To edit other awards:
  1. Click on the Date of the award that you want to edit.
  2. Make changes to the Details of the award in the Update Employee Award window.
  3. Click on the Update button.
  To delete other awards:
  1. Click on the Date of the award that you want to delete.
  2. Click on the Delete button in the Update Employee Award window.
  3. Click on the OK button in the confirmation request pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..
To edit information in the Forms* tab:
1. Click on the Forms tab.
2. Place a checkmark next to each of the documents or forms that have been collected or submitted, as applicable.
  
  Click here to learn how to manage the forms for your organization in Employee Forms.
3. Click on the Submit button.
4. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..
To edit information in the Emergency Contacts* tab:
1. Click on the Emergency Contacts tab.
  
  To add an emergency contact:
  1. Click on the Create button.
  2. Enter the details of the emergency contact person in the Create Emergency Contact window.
    
    Click here to learn how to manage the fields that appear on the page in Employee File Controls.
  3. Click on the Create button.
  To edit an emergency contact:
  1. Click on the Name of the emergency contact person whose details you want to edit.
  2. Make changes to the contact details as required, in the Update Emergency Contact window.
    
    Click here to learn how to manage the fields that appear on the page in Employee File Controls.
  3. Click on the Update button.
  To delete an emergency contact:
  1. Click on the Name of the emergency contact person you want to delete.
  2. Click on the Delete button in the Update Emergency Contact window.
  3. Click on the OK button in the confirmation request pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..
To edit information in the Training/Certifications* tab:
1. Click on the Training/Certifications tab.
  
  To add a training or certification that the employee has completed:
  1. Click on the Create button.
  2. In the Employee Certification window:
    1. Select the Certification from the drop-down list.
      
      Click here to learn how to create, edit and delete certifications for your organization in Employee Certifications.
    2. Select the date on which the certification was Last Taken* or Expires* from the drop-down list.
    3. Click on the Create button.
  To renew an expired training or certification:
  1. Click on the Name of the certification that you want to renew.
  2. Change the date to the new date on which the certification was Last Taken* or Expires* on in the Employee Certification window.
  3. Click on the Update button.
  To delete a training or certification:
  1. Click on the Name of the certification that you want to delete.
  2. Click on the Delete button in the Employee Certification window.
  3. Click on the OK button in the confirmation request pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..
The tabs in the Update Employee Information window can be hidden by deactivating the functions on the System Overrides page.

TO DEACTIVATE AN ELECTRONIC EMPLOYEE FILE:

We recommend deactivating a terminated employee only after payroll has been processed for the period when the employee was terminated, as time cards cannot be created for a terminated employee.

Open the List Active Employees page.
Click on the Name of the employee whose file you want to deactivate.
In the Update Employee Information window:
1. Click on the Change Status button in the top-right corner.
2. In the Update Employee Status window:
  1. Click on to select the Termination Date.
  2. Select the Termination Reason from the drop-down list.
    
    To create a new termination reason:
    1. Click on .
    2. Enter the termination reason in the Description box in the Create Termination Reason window.
    3. Enter the Termination Reason Code to be mapped to the payroll app The application or software used by your organization to manage payroll., if any.
    4. Select whether the termination reason is Voluntary or not.
    5. Select whether you want the include the termination reason in the Turnover Report from the Include in Term Report drop-down list.
    6. Click on the Create button.
      
      Click here to learn how to manage the fields that appear on the page in Employee File Controls.
  3. Fill in other relevant fields.
  4. Click on the Update button.
3. Click on the Close button.

TO RE-HIRE AN INACTIVE EMPLOYEE:

Find the inactive employee.
Click on the Name of the employee who you want to re-hire on the List Active Employees page.
In the Update Employee Information window:
1. Click on the Change Status button in the top-right corner.
2. In the Update Employee Status window:
  1. Click on Re-Hire.
  2. Click on to select the re-hire date.
  3. Select the Reporting Store from the drop-down list.
  4. If the reporting store The store in the organization to which the employee belongs, administratively (can be found under Standard Information in the Basic tab of Employee Information). is displayed in the first table, place a checkmark in the Add column for the reporting store The store in the organization to which the employee belongs, administratively (can be found under Standard Information in the Basic tab of Employee Information)..
  5. If the reporting store The store in the organization to which the employee belongs, administratively (can be found under Standard Information in the Basic tab of Employee Information). is not displayed in the first table or if you want to add an additional reporting store The store in the organization to which the employee belongs, administratively (can be found under Standard Information in the Basic tab of Employee Information).:
    1. Click on the Create button above the first table.
    2. Select the Store from the drop-down list in the new row created.
    3. Enter the employee ID on Register for the store.
    4. Enter the name of the employee as on the register in Name on Register.
  6. If the primary job that the employee will be performing is displayed in the second table, place a checkmark in the Add column for the primary job.
  7. If the primary job is not displayed in the second table:
    1. Click on the Create button above the second table.
    2. Select the primary job the employee will be performing from the Job drop-down list in the new row created.
    3. Select the Pay Type from the drop-down list.
    4. Enter the Pay Rate for the employee.
    5. Enter the number of Hours* the employee is expected to work in a bi-weekly (14 day) period.
      
      Click here to learn how to view and update the pay period length for your organization in Payroll.
    6. Select on what basis you'd like to schedule the next employee review from the Next Review Timing drop-down list:
      - Date will let you select the date on which the review is due.
      - Hours Since Last Review will calculate when the review is due based on the number of hours set and the last review date recorded.
      - Total Hours Worked will let you set the number of hours that the employee must have worked before the review is due.
      - Re-Occuring will let you set a period at which each review is due.
    7. Select the details of the next review timing (Next Review Date*, Next Review Hours* or Effective Date* and Frequency*).
    8. Select the Next Review Type from the drop-down list.
    9. Click on the Update button.
    10. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..
3. Make changes to details in the tabs if required (see edit an electronic employee file for details)
4. Click on the Close button.

TO DELETE AN EMPLOYEE'S ELECTRONIC FILE:

Only electronic employee files that don't have any time cards mapped to it can be deleted.

Open the List Active Employees page.
Click on the Name of the employee whose file you want to delete.
In the Update Employee Information window:
1. Click on the Change Status button in the top-right corner.
2. Click on the Delete button at the bottom of the Update Employee Status window.

Associated Settings

Employee File Controls controls the fields on the Create/Update Employee Information page.
Employee Review Ratings
Employee Termination Reasons controls the list of potential reasons for terminating an employee.
Employee Missed Shift Reasons controls the reasons that can be selected when an employee misses a shift.
Employee Time Off Reasons
Employee Numbers controls how employee numbers are assigned to new employees.
Employee ID on POS controls how employee IDs from the POS are mapped to employees in CLEARVIEW.
Alerts controls the type of alerts referencing employees that appear in System Alerts and when.
Employee Awards/Recognition controls the service milestones for your organization.
Employee Certifications controls that certifications that can be assigned to employees.
Employee Forms controls the check list of forms and documents that display in the Forms tab of the electronic employee file.
Job Codes controls the different jobs performed in your organization.
Schedule - Positions controls the staff positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. available for the store.

*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.