The personnel file configuration and the personnel file shelf provide settings that define the behavior of personnel files. These following table presents the use cases.
Using a personnel file configuration
In the personnel file configuration common settings, the structure of personnel files and the app users (licensing) are defined.
Authorizing the team
Only authorized users may access the personnel files.
Creating the folder structure for personnel files
The documents of a personnel file can be stored in an arbitrary folder hierarchy.
Categories can define access rights, retention rules and automatic follow-ups.
Creating report templates
Reports can be generated based on predefined report templates.
Defining predefined values for drop-down boxes
Predefined values for e.g. positions or qualifications help to use consistent names in all personnel files.
Defining SAP settings
By defining the SAP connection parameters, master data can be opened in SAP via the personnel file GUI (PA30 transaction).
Configuring the SAP integration
The SAP integration provides the connection between SAP and the Fabasoft Personnel File.
Defining watermark settings
The PDF overview of a personnel file can be provided with a watermark.
Defining personalized Word templates
Metadata (e.g. salutation or address) can be inserted into a Word document as updatable fields.
Providing the scan functionality (pre-capture)
The scan software must upload the document via a web service to the Fabasoft Personnel File system.