Advisor Employee Demographics










Ever wish you could be alerted when an employee training was going to expire? What about tracking employees that have read and signed off on an individual’s annual plan? Do you need a new way to track employee benefits or the equipment you’ve been loaning out? What about tracking employee disciplines or other special notes like call offs or no shows? The Employee Demographics module can do all of this and more! After this training attendees will:


  • Understand each of the tabs on Employee tab and how they can help your organization
  • Be able to track training requirements, produce reports and be alerted when a training is expiring or hasn’t been completed
  • Run useful employee reports and understand how they can make your work easier

Cancellation Policy: Cancellations must be received 2 business days prior to the scheduled training date. No shows and cancellations within the two-day period will be invoiced the full rate.

Date(s) - Fri, Aug 24, 2018
1:00 pm - 4:00 pm

Primary Solutions Training Center



Bookings are closed for this event.