The Fabasoft Personnel File provides the functionality that is described in the following chapters.
The personnel files dashboard provides the access point to the personnel file for end-users. When a user receives access rights to a personal file shelf, a dashboard is automatically created and put on the user’s “Home”. If the access rights are deprived, also the dashboard is removed.
The personnel file shelf is based on a personnel file configuration, but the defined settings can be overwritten or extended. The personnel file shelf is used to manage the personnel files and to specify the access rights.
A personnel file is assigned to a person who is standing in an upright employment relationship with the company or will be or has been in such employment relationship.
Besides the possibility to enter metadata, documents can be stored in a personnel file. Additionally, PDF overviews that may contain a dynamically computed watermark can be generated for personnel files.
Creating a personnel file
The personnel file is stored in the personnel file shelf.
Importing personnel files
Personnel files can be imported and updated using a CSV file.
Opening a personnel file
The most important metadata is displayed and the personnel file folders containing the documents are accessible.
Editing the master data of a personnel file
The metadata of a personnel file is editable.
Reassign a personnel file
Personnel files can be moved from one personnel file shelf to another.
Closing a personnel file
Personnel files with a defined separation date can be closed. After closing the personnel file, no further changes are possible (applies to master data and documents).
Removing the “Closed” state
The “Closed” state of a personnel file can be removed again.
Canceling a personnel file
Canceled personnel files are still accessible.
Restoring a personnel file
Canceled personnel files can be restored.
Deleting a personnel file
Canceled personnel files including the assigned documents can be permanently deleted, if no retention rules are violated.
Generating a PDF overview of a personnel file
The generated PDF document contains metadata of a personnel file and the contents of the assigned documents.
Generating a PDF list of contents of a personnel file
The generated PDF document contains metadata of a personnel file and a list of contents of the assigned documents.
Defining a retention period for a personnel file
Personnel files cannot be deleted within the retention period. The retention period can be defined differently for subordinated objects based on the category.
Granting temporary access to a personnel file
A user gets access to the personnel file for a defined timespan.
Displaying the history of a personnel file
The changes of a personnel file are displayed.
Displaying the master data of an employee in SAP
A link to the SAP transaction PA30 is opened.
Sending a hyperlink to a personnel file
An e-mail with a hyperlink to the personnel file can be sent.
Personnel file folders are used for structuring personnel files. Besides the predefined folders that are defined in the personnel file shelf additional personnel file folders can be created.
Creating a personnel file folder
A personnel file folder corresponds to a standard folder that can be used to store documents.
Editing the metadata of a personnel file folder
The metadata of a personnel file folder is editable. To categorize the assigned documents the categories that are defined in the personnel file folder are available.
Canceling a personnel file folder
Canceled personnel file folders are still accessible. Predefined personnel file folders cannot be canceled or deleted.
Deleting a personnel file folder
Canceled personnel file folders can be permanently deleted, if no retention rules are violated.
Displaying the history of a personnel file folder
The changes of a personnel file folder are displayed.
Documents in a personnel file are stored in personnel file folders in a structured way.
Several possibilities are available to store documents: create, upload, scan or pre-capture a document.
Creating a document
The document is stored in the personnel file folder and can be opened with a double-click in the corresponding third-party product.
Editing a document
The document can be edited with the corresponding third-party product. For Microsoft Word the metadata of the personnel file are available as updateable fields.
Uploading a document
Files can be imported via drag and drop, via the shortcuts Ctrl + C and Ctrl + V or via the menu command “Tools” > “Upload”. Depending on the web browser not all possibilities may be available.
Scanning a document
Paper documents can be scanned and imported directly on the workstation utilizing the clipboard.
Pre-capturing a document
Paper documents can be scanned and assigned automatically to the corresponding personnel file. The assignment is carried out with a barcode that must be entered in the scan dialog. An empty document is created at once. As soon as the document is scanned the content is taken over in the document.
Signing a document
Documents can be signed manually.
Documents that need to be renewed recurrently can be provided with validity.
Canceling a document
The document is canceled and moved from the current personnel file folder to the “Canceled Documents” list.
Deleting a canceled document
Canceled documents can be permanently deleted by authorized users, if no retention rules are violated.
Replacing a document
A document with state “In Progress” can be replaced with another document.
Opening a document
The document can be edited in the corresponding third-party product.
Editing metadata of a document
The metadata of a document is editable.
Registering documents automatically
Documents that are already in the system can be registered to personnel files using a CSV file.
Classifying a document
In conjunction with Mindbreeze InSpire, documents can be automatically classified and metadata can be extracted.
Note: The classification and metadata extraction is provided by Mindbreeze InSpire. This appliance must be purchased separately.
Registering a document
The document is assigned to a personnel file.
Re-registering a document
The document is moved within a personnel file shelf from one personnel file to another or from a personnel file folder to another.
Using the processing state
Each document has a processing state: In Progress, Closed, Replaced, Canceled
Displaying the history of a document
The changes of the document are displayed.
Sending a hyperlink to a document
An e-mail with a hyperlink to the document can be sent.
Sending a file
An e-mail with the attached document can be sent.
In a business case shelf, business cases and documents are managed, which are not assigned to a single personnel file. Bulk documents can be used to generate and store individual documents for each personnel file.
Using bulk documents
A bulk document can contain several documents (also of different types). One document in the bulk document can be defined as the main document. In addition, personnel files can be specified for which personalized personnel file documents can be generated from the bulk document.
The skills management allows you to manage qualifications (target and actual), job descriptions and role descriptions. In addition, overviews of missing qualifications of employees can be generated.
Note: The skills management must be licensed separately.
Qualifications can be assigned to position descriptions, role descriptions and positions (target state). Acquired qualifications can be assigned to personnel files (actual state).
Managing job descriptions
A job description is used to determine the tasks and responsibilities of an employee. In addition, the qualifications required for the position are defined.
Managing role descriptions
A roles description is used to determine the tasks and responsibilities of an employee independent of the position (e.g. first responder). In addition, the qualifications required for the role are defined.
Managing the organizational structure
The organizational structure consists of organizational units and positions.
Showing missing qualifications
Due to the difference between the actual qualifications (defined in the personnel file) and the target qualifications (defined in the positions), the missing qualifications can be determined for the individual employees.
Checking job descriptions
Job descriptions must be regularly reviewed by the skills manager in co-operation with the supervisor, with regard to the tasks, powers and qualifications. This is supported by workflow activities.
The SAP integration allows the connection between SAP and the Fabasoft Personnel File.
Creating a data set for the information type 9600
The linking of HR master data in SAP with a personnel file is carried out with an own information type 9600 “Fabasoft Personnel File”.
Managing links to personnel files
The link can be used to create, open and synchronize personnel files starting from the SAP GUI.
SAP-generated payslips can be automatically stored in the respective personnel file.
Export and import of the organizational structure
A CSV file describing the organizational structure can be generated from the organizational chart and employee master data available in SAP. The organizational structure can be transferred using the import mechanism of the Fabasoft Personnel File.
A follow-up can be defined for personnel files and documents.
Defining a follow-up
The defined users get a follow-up e-mail or a process is started when the follow-up deadline is reached.
Defining an automatic follow-up
The defined users get a follow-up e-mail or a process is started when the follow-up deadline is reached.
The user can edit the list of all follow-ups.
For personnel files, personnel file folders and documents a notification can be defined.
Activating a notification
Depending on the notification settings the user is informed about relevant changes.
Managing notification settings
The user can change the notification settings.
Reports can be generated based on predefined report templates. Dynamic analysis can be realized by using search folders.
Creating a report
The content of the report can be defined.
Finding instead of searching. Enjoy the benefits of an intuitive full-text search.
The integrated full-text search allows you to find quickly the desired information. Actions can be performed directly on the search result.
When searching the access rights are taken into account. Only hits are displayed that can be accessed by the respective user.