Be more informed and confident than ever before regarding HR issues
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1 Quick Reference Card Ultimate HR Manual Be more informed and confident than ever before regarding HR issues
2 What is the Ultimate HR Manual? The Ultimate HR Manual is a practical reference tool for HR professionals. It offers practical advice and solutions to HR and employment issues HR Professionals face every day. The content and strategy of this manual is based on feedback received from HRPAO members. Topics in the Ultimate HR Manual are divided into nine key sections. Each section includes various topics. Each topic includes various sub-topics. Subtopics include the following types of information: Overview key information at a glance. Practical Application more detailed explanation of key terms, processes, benefits and pitfalls. Illustrated by examples as appropriate. Checklists step-by-step how to guidance to encourage best practices and to avoid common pitfalls. Sample Forms and Letters Forms and letters practical tools that can be adapted to meet organizational needs. Model Policies and Procedures available throughout the Ultimate HR Manual and easily adapted to meet organizational needs. Sources of Further Information provide links to relevant information including government websites. Advantages of the Ultimate HR Manual The Ultimate HR Manual provides the following advantages. Practical information, what to do and how to do it. Practical tools, help save time, and audit existing practices and procedures. Charts and Tables, provide facts at a glance. Links to related documents, documents referred to within the text can be immediately linked to with simple point and click options. Frequent Updates, the internet version of the Ultimate HR Manual is updated as changes occur. Monthly Newsletters, provide feature articles reviewing recent HR issues and new developments. Easy-to-use Search Options, a number of a number of search options make searching is easy, and accurate.
3 The Ultimate HR Manual s Internet Interface Menu and Toolbars Use these options to navigate through The Ultimate HR Manual. Table of Contents Use these folders to browse the content in the Ultimate HR Manual. Viewing Area This is the main viewing area of the site. Documents, Search Results, Search Forms, and selector screens are displayed here. A B C D E F G H I J K L M N O P Q R S T U SEARCH VIEW NAVIGATION A Go to Favourite search form B Go to specific Tax Document C View/Modify last search form used D Show/Hide number of hits in the Table of Contents E View the current document F View the search results list G View both current document and search results list - split screen H Hide/Show Table of Contents I View previous document in Table of Contents J View next document in Table of Contents K View previously highlighted hit in the current document L View next highlighted hit in the current document M View previous document in the search results list N View next document in the search results list O Clear highlighting of hits P current document Q Add current document to Briefcase R Add a note to the current document S Save current document/ results list T Print current document/ results list U Open help system
4 Accessing Information in the Ultimate HR Manual There are a number of ways to access the valuable information found in the Ultimate HR Manual. Options include: Drilling through the Table of Contents Conducting a search Drilling Through the Table of Contents The Ultimate HR Manual is found in the Business Library in the Table of Contents. The Table of Contents appears on the right side of the screen. To access the information via the table of contents: Click the + sign to expand the titles under the Ultimate HR Manual. Click the Title of the document you wish to view. The document will appear in the viewing area on the right side of the screen. Conducting a Search Find what you are looking for quickly-and-easily by using the Ultimate HR Manual s Topical Search Form. The search form can be accessed via the Search Menu. From the Search menu, select CCH Business Topic Search. Select Ultimate HR Manual. 4
5 The Ultimate HR Manual Topic Search Form offers two search methods Boolean and Assisted Boolean. Assisted Boolean provides a simplified way to access the information in the Ultimate HR Manual. To conduct an Assisted Boolean Search: 4 5 In the Ultimate HR Manual Topic Search form, click Assisted Boolean Search. Use Boolean Expanders (noted in chart below) to generate alternates for terms. Use the drop-down options provided to create the desired relationship between terms. Use the check boxes in the Restrict Search and Additional Search Restrictions sections to restrict the search to specific categories and document types. Click Search. 4 Note: for details on Boolean Searching, please refer to thecchonlinequick Reference Card. 5 5
6 Reviewing Search Results All documents matching your search criteria appear in the Search Results List.. To view a document listed in the Search Results, click the document title.. To navigate while viewing a document i. View next/previous document in the Table of Contents. ii. View next/previous highlighted hit in the current document. iii. View next/previous document in the Search Results List.. To switch between views i. View last search form used. ii. View current document. iii. View Search Results List. iv. View both current document and Search Results. v. Hide/Show Table of Contents. Note: A flashing red arrow indicates that the search terms appear in a folder or footnote. Expand the folder or footnote and review. 6
7 Printing, Saving, Storing, Annotating and ing Documents To save a document:. Open (view) the document you want to save.. Click the Save icon on the toolbar. The Save Options page may appear depending on the document type being saved. HTML documents can be saved in their original format or converted to Rich Text Format (RTF).. Check the options you want, then click Save. Note: To save more than one document at a time you must select Save Selected Document from the Documents menu. SAVE OPTION Include document listing Exclude related matter and history ZIP archive (ZIP) Self-extracting ZIP archive (.EXE) FUNCTION Creates an additional file called DocumentListing.htm that lists all the saved documents. Use this option if you do not want this information included. Multiple documents will be saved in a ZIP format. Multiple documents will be saved in an EXE format. To a document:. Open (view) the document you want to .. Click the icon on the toolbar.. In the To field, type the recipient s address. 4. In the Note field, type any comments you d like to send with the document (optional). 5. Click Send. Your Briefcase To add a document to your Briefcase: I. Open (view) the document you want to add to your Briefcase.. Click the Briefcase icon on the toolbar. A page containing the document title appears.. Click the Add button. To view the contents of your Briefcase:. From the Tools menu, select Manage Briefcase.. Click a document to view it or check the documents you want to manage and select a command to execute. To print a document:. Open (view) the document you want to print.. Click the Print icon on the toolbar. The Print Options page may appear depending on the document type being printed. For HTML documents you have the option to exclude related matter and history.. Check the options you want, then click Print. 4. The browser s Print dialog box appears. Check any required options, then click Print. Note: To print more than one document at a time you must select Print Selected Documents from the Document menu. To add a note to a document:. While viewing a document, click the Notes icon in the toolbar.. A window opens. Type your note in the empty space provided.. Click the Save button. 4. The note appears at the bottom of the document page as represented by the Notes icon. 5. Click the Note icon to open it. 6. Click the Manage button to edit, print or delete saved notes. PRINT OPTION Add page breaks between documents Exclude related matter and history FUNCTION Starts each document on a new page. Use this option it you do not want this information printed. 7
8 Need More Information? Online Resources Training web site Training requests CCH Online Getting Started Guide Technical Support CCH Online Administrator s Guide Feedback onlinefeedback@cch.ca CCH Online Quick Reference Card updates CCH Canadian Limited 90 Sheppard Avenue East web: Suite 00, Toronto, ON info@cch.ca MN 6X Customer Service Toll-free Customer Service (Canada and USA) Customer Service (Toronto) cservice@cch.ca Technical Support Toll-free Technical Support (Canada and USA) Technical Support (Toronto) Important Information! Your CCH Account Number: User Name: Your CCH Online Profile Name: Password: Your CCH Profile Password: M944
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