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.
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.
- 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.
Shows the generated PDF reports.
Shows the follow-ups whose follow-up date is imminent.
- 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.
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”.
- Create Report
With the “Create Report” action you can create PDF reports about the personnel files of a personnel file shelf. For more information, see chapter “Create Report”.
- Switch to Configuration
With the “Switch to Configuration” action you can open the personnel file configuration.
With the “Settings” action you can define common properties of the personnel files dashboard like the logo or notification setting.