Personnel File Folder
2018 Spring Release

Personnel File FolderPermanent link for this heading

Personnel file folders are used for structuring personnel files. Besides the predefined folders that are defined in the personnel file configuration (see chapter “Dashboard”) additional personnel file folders can be created manually.

Creating a Personnel File FolderPermanent link for this heading

To create a personnel file folder, perform the following steps:

  1. Navigate in the desired personnel file. You can only create personnel file folders on top-level, if it is correspondingly configured in the personnel file configuration or personnel file shelf. If applicable, navigate further to an existing personal file folder to create a new one within this folder.
  2. Open the context menu of the personnel file or personnel file folder in the tree view and click the “Create Personnel File Folder”.
  3. Enter a Name and possibly a Subject.
  4. Click “Next”.

Predefined personnel file folders differ from manually created personnel file folder by a lock symbol.

Editing a Personnel File FolderPermanent link for this heading

To edit a personnel file folder, perform the following steps:

  1. Navigate to the desired personnel file folder.
  2. On the context menu of the personnel file folder, click “Properties”.
  3. Enter the desired data and click “Next”.

Following fields are available:

“Personal File Folder” tab

  • Name
    The name of the personnel file folder.
  • Subject
    A description of the personnel file folder.
  • Category
    The category of the personnel file folder.
  • Predefined Folder
    Shows whether it is a predefined personnel file folder.
  • Personnel File
    The personnel file folder is assigned to the personnel file that is shown in this field.

“Available Categories” tab

  • Available Categories
    The defined categories can be assigned to documents of the personnel file folder. Only categories can be selected that are allowed in the superordinate hierarchy.

Note: When editing a personnel file folder (template) in the personnel file configuration, configuration-specific fields are provided (see chapter “Dashboard”).

Canceling a Personnel File FolderPermanent link for this heading

Manually defined personnel file folders can be canceled, if they are empty.

To cancel a personnel file folder, perform the following steps:

  1. Navigate to the desired personnel file folder.
  2. On the context menu of the personnel file folder, click “Advanced” > “Cancel”.
  3. Click “Yes” to confirm the cancellation.

Note:

  • Canceld personnel file folders can be found in a personnel file (“Properties” action) on the „Canceled Documents“ tab. The tab is only visible if at least one personnel file folder or document is canceled.
  • Canceled personnel file folders can be put into the wastebasket by users who have at least change rights. Users with full control can permanently delete the documents, if no retention rules are violated.