Personnel File Shelf
The personnel file shelf is used for the management of personnel files and predefines the folder structure of personnel files.
- 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.
- 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.
Shows the number of entries and leaves in the last twelve months.
Shows the turnover of staff in the last twelve months (Schlüter formula).
Shows employees with anniversaries in the near future.
Shows employees with birthdays in the near future.
- 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.
- Report Results
Shows the generated Excel/BIRT reports of the personnel file shelf (see section ).
- 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.
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.
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”.
With the “Settings” action you can change the settings of the personnel file shelf. For more information, see chapter “Personnel File Shelf”.
With the “Team” action you can define access rights for the personnel file shelf. For more information, see chapter “Authorize Team (Personnel File Shelf)”.