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Employee Information Induction

Induction Plans are assigned to an employee by clicking the Induction button on the Other tab of the Employee Maintenance window.

Clicking this button displays a list of the plans already assigned to the employee; initially this list will be empty.

Click the Add button to display a list of all available Induction Plans. Highlight a plan that is suited to the employee's requirement and click Select. This will take you to the following window:

In this window you will see the points (steps) displayed. Tick the box in the Done column once each step is completed. This will automatically insert the date that the job was ticked as being completed. If you require the date to be changed you can override it.

To enter details for a point, double-click on it and you will be taken to a window that contains a text box for entering additional information. You also have the ability to enter in a reminder date relating to this, which would result in a reminder being displayed on entry into the system and thereafter until the step was signed off as being completed.

Click the

button to preview and print out a copy of the Induction Plan.

User Defined

The User Defined tab contains extra generic fields that may be used to customise your data. You can rename some of the "User Defined" fields, and use them to track information that may not have been included in the set screens provided with the system.

With User Defined Fields you can extend the power of the Exo Employee Information system to record items of interest that are not otherwise covered elsewhere.

The following types of User Defined Field are available:

  • Logical - Place a tick in the box to turn on a logical field.
  • Date - Enter a date in the format dd/mm/yyyy.
  • Text - Enter a short comment here.
  • Memo - Enter a long comment or description here. It can run over several lines.

To give a meaningful name to a field, double-click on the "User Defined" name; this will make the caption editable.


This tab stores notes and reminders for actions relating to the induction plan.

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