Personnel Files (Personal Dashboard)

The personnel files dashboard provides the access point to the personnel file for end-users.

When you are added as a personnel file user to a personnel file configuration, a dashboard is automatically created and placed on “Home”. If you are removed as a personnel file user, the dashboard is removed, too.

Dashboard

The personnel file dashboard is divided in following areas:

• Recently Used Personnel Files
  Shows the personnel files that have been recently used by the user.
• Recently Used Documents
  Shows the documents that have been recently used by the user.
• Inconsistent Personnel Files
  Shows inconsistent personnel files if the consistency check is configured.
• 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).
• Report Results
  Shows the generated Excel/BIRT reports (see section ).
• Organizational Structure
  Shows the organizational structure that can be used to assign personnel files to positions.
• Personnel File Shelves
  Shows the personnel file shelves that are used to manage the personnel files.
• Business Case Shelves
  Shows the business case shelves that are used to manage the business cases.

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.

Actions

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 “Assign 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”.
• Switch to Configuration
  With the “Switch to Configuration” action you can open the personnel file configuration.
• Settings
  With the “Settings” action you can define common properties of the personnel files dashboard like the logo or notification setting.