Induction Training Package Net Suite Employee Role Net

Induction Training Package Net. Suite Employee Role Net. Suite Introduction Net. Suite Time Tracking Net. Suite Leave Management Net. Suite Purchases and Expenses

Module One - Net. Suite Introduction

Agenda Learning Outcomes Ø Understand what Net. Suite is, why we use it and how we use it Ø How to access Net. Suite and user security Ø How to navigate and customise your Home Page Duration Ø [Insert hours taken to complete module] Ø Breaks [insert where applicable – delete if not applicable] Assessment You will be required to complete a short Assessment at the end of this training module to demonstrate your competency.

What is Net. Suite? Insert a brief overview of what Net. Suite is. . . Insert comments re why the company has chosen to utilise Net. Suite and a brief on what we use it for (bullet point). Ø ffhdhasjhd Ø Dlskdl sdjk sld

How to Access Net. Suite Preferred browser recommendations: Ø Google Chrome (best option) Ø Firefox Ø Safari Two user environments: 1. Sandbox – a practice/test environment https: //system. sandbox. netsuite. com/pages/customerlogin. jsp 2. Production – the live system https: //system. netsuite. com/pages/customerlogin. jsp

Net. Suite User Password and Security Password You will be designated a Net. Suite logon password and will be prompted to enter 2 security questions when first accessing Net. Suite. DO NOT SAVE your Net. Suite password. Your Net. Suite password dictates your access level and authority to approve/view data. Your password must remain confidential and be entered in manually each time you log in. DO NOT SHARE/ALLOW another user to use your logon. Security Net. Suite will time out after a period of non-use and will not auto save. Remember to logout of Net. Suite whenever you leave your computer.

Net. Suite Login Screen

Net. Suite Employee Homepage Insert screen of employee homepage - how to access the employee role This part of the presentation (and the previous slide) could have an audio and screen recording component to briefly explain about each area of the login page and the homepage (hovering the mouse over each link) The next slide could then provide audio and a screen recording of step-by-step instructions on how to customise your homepage to your own preferences NOTE: do not include too much information on Time Tracking, Expense Reimbursements, Leave, Purchase Requests etc, as these are included in other Module training sessions – just a mention of their location

Customising Your Net. Suite Employee Homepage

Net. Suite General Tips Ø Moving from field to field – use TAB or ARROWs. Do not ENTER as it will save the form Ø Set up short cuts for regularly used forms. Short cuts are saved under the star icon at the top left of the page Ø Date short cuts: Y = yesterday; T = today; Shift t = tomorrow; M = last day in the month; + = increase day by one; - = decrease day by one Ø Wildcard search – use % (e. g. to find a record starting with ‘Lis’ enter Lis%, to find a record ending with ‘Lis’ enter %Lis, to find all records of ‘Lis’ enter %Lis%) Ø Number search – you must use the % symbol (e. g. if searching for 234, enter 234%)

Assessment - Questions 1. What is the difference between Net. Suite Sandbox and Production? 2.

Assessment - Exercises Complete the following exercises: 1. Access and log in to Net. Suite Sandbox 2.