2018 Spring Release

Personnel File ShelfPermanent link for this heading

The personnel file shelf is used for the management of personnel files and predefines the folder structure of personnel files.

DashboardPermanent link for this heading

  • Personnel Files
    Shows the active and inactive personnel files of the personnel file shelf. Active means that an upright employment relationship with the company exists. Inactive means that the entry date is in the future (predefined personnel files) or the separation date is in the past.
  • Active Employees
    Shows the number of active employees in the last twelve months.
  • Entries/Leaves
    Shows the number of entries and leaves in the last twelve months.
  • Turnover
    Shows the turnover of staff in the last twelve months (Schlüter formula).
  • Anniversaries
    Shows employees with anniversaries in the near future.
  • Birthdays
    Shows employees with birthdays in the near future.
  • Follow-Ups
    Shows the follow-ups whose follow-up date is imminent.
  • Scan Queue (only visible if at least one pre-captured document exists)
    Shows the pre-captured documents in which no scanned content has been uploaded.
    Note: Your system administrator has to configure the scanner software accordingly such that the documents can be imported via a web service.
  • Reports
    Shows the generated PDF reports of the personnel file shelf.
  • Closed Personnel Files
    Shows the closed personnel files of the personnel file shelf. Closed personnel files cannot be changed.
  • Canceled Personnel Files
    Shows the canceled personnel files of the personnel file shelf.
    Note: Canceled personnel files can be permanently deleted by users with “Full Control”, if no retention rules are violated.
  • Thesauri
    Shows the thesauri in which terms for tagging of documents can be managed. At least one thesaurus has to be created in the personnel file configuration or personnel file shelf so that the tagging can be used. The default thesaurus for new terms is defined in the settings of the personnel file configuration or personnel file shelf. Thus, new terms can be created directly in the tagging process. If no standard thesaurus is specified, only the predefined terms in the thesauri can be used. The default thesaurus of the personnel file shelf is preferred to the default thesaurus of the personnel file configuration.

Note: The statistics are only available, if the setting Calculate Statistics of the personnel file shelf is activated. By default, the data is updated once a day. With the “Update Statistics” context menu command of the personnel file shelf the data can be updated manually.

ActionsPermanent link for this heading

You can execute following actions:

  • Create Personnel File
    With the “Create Personnel File” action you can create new personnel files. For more information, see chapter “Create Personnel File”.
  • Import Personnel Files
    With the “Import Personnel File” action you can import or update personnel files using a CSV file. For more information, see chapter “Import Personnel File”.
  • Register Documents
    With the “Register Documents” action you can register documents (which are already in the system) to personnel files using a CSV file. For more information, see chapter “Registering Documents Automatically”.
  • Create Report
    With the “Create Report” action you can create PDF reports about the personnel files of a personnel file shelf. For more information, see chapter “Create Report”.
  • Settings
    With the “Settings” action you can change the settings of the personnel file shelf. For more information, see chapter “Personnel File Shelf”.
  • Team
    With the “Team” action you can define access rights for the personnel file shelf. For more information, see chapter “Authorize Team (Personnel File Shelf)”.