Scope of Services – Administration
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.
Use Case | Description |
|---|---|
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. |
Creating categories | 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. |
Check personnel files for inconsistencies | Personnel files can be checked for inconsistencies on the basis of predefined check factors. Note: This functionality is only available for personnel file shelves with a query-based view. |