Employees

In the base data you can add new and make changes to existing employees. So first, please click on base data. To get an overview of all your employees, please click on "Employees" in the navigation bar or on "show all" in the employee's box. By default, you will see all employees in the grid view. It is possible to switch it to the table view (list view) via the corresponding icon. If you click on one one the employees you'll see the individual information. As an administrator you can edit the information as well as you have the relevant user rights.

New employee

New employee

Click on "New employee" or, if you see already the overview of your existing employees, please click on the plus symbol at the top of the page. A new window will open, where you can enter all relevant information for your employee. Your employee can even enter the information himself once you entered his name and mail address and added him to a user group (Access & Settings). He will get a mail with his login data then. (You can define the access rights of the different user groups under Administration > General > User groups.)

Profile

Enter the personal information of the employee here. To do this, fill in the given fields. Under Administration > Staff > Additional data, you can create additional data fields. You can store languages and notes, as well as upload a photo of the employee. In addition, you can see the personnel number and assign your employee to a location or department, if necessary.

Access & Settings

Here is where you define if the employee has access or not.

Access & Settings

An active employee, who you want to plan and communicate with in jobs should always be set to "Access with the following user groups".

If you choose "No access" for an employee, this person can only be requested and booked informatively (for you). No mails will be send.

User groups

Assign your employee to one or more user groups here. With the assignment to the different user groups, the employees get corresponding access rights. The access rights of each user group are listed under Administration > General > User groups.

The administrator has the right to modify the existing groups and to create new user groups.

It is possible to assign an employee to more than one user group.

When it comes to the point, that he has two different rights (as a result of being in two different user groups) regarding the same issue, the group with the "highest" right applies. So if a right in one of the groups is set to "Write", he has  right to write/change information, even though the right for the same issue is set to "Read" in the other user group.

Reset password

If an employee has forgotten his password, you can reset the password here. You also find the login name here.

Notifications

Here you add an additional e-mail address for sending automatically copies of all notifications.

Enter an Outlook e-mail address. Outlook-compatible appointments are transferred directly to your Outlook calendar. The mail address entered here may be identical to the mail address registered in the account.

You can also decide for which changes and information a notification is send out via e-mail or push notification. In some cases it might not be necessary to get a notification for minor changes. But please make sure, that your employees will receive all important notifications. Your employees can configure the notification settings themselves in the section "My Account".

Categories & Certificates

Categories

Assign categories to your employees. Categories could be the different working activities. This will help you to sort your employees and to find the employee who fits best for the job you plan. You can also mark the skill level for each employee. To create new categories, please go to Administration > Staff > Categories.

Certificates

Different certificates can be stored for each employee. An example would be the proof of health insurance. There are some default categories for the certificates. If those don't correspond to yours, you can select "other certificate" in the drop down menu for description and name it yourself. It is also possible to add new categories by going to Administration > Staff > Certificates. Here you can define which certificates are mandatory for employees and for whom they apply. Then, for example, you will automatically receive a message when a request is sent if a certificate is missing or expired.

You can specify the validation period of the certificate, upload a document or enter comments.

In the section "My Account" your employee can upload certificates himself. They need to be checked and approved. Who is in charge of this, depends on user rights.

Personnel planning

If necessary, an employee (e.g. technical user) can be hidden from the personnel planning views using this checkbox.

Statement & Time recording

Here you define the statement type. You have the following options:

• Statements according to hour or flat rate (job-based) - e.g. for freelancers or mini jobbers
• Time recording with flextime account (day based) - e.g. for permanent employees
• No accounting

Create a new statement period

One employee can be assigned to different statement types during different periods. Please make sure to create a new period every time you change the statement type. All modification concern the whole period. So if you would just change the statement type in an existing period, the new statement type would be considered for the whole period, so even for past jobs. Just click on add further period, select the new statement type and fill in the necessary information. If you want to save time you don't have to do this for each employee. You can also use a period from another employee or use the current period as template and then just make the necessary changes.

Documents

Documents - Employees

By clicking on "Add document" you can upload documents like application documents, statements of salary, the curriculum vitae, certificates and so on. Simply select "Other document" in the dropdown and enter a new name for the category, if the default ones don't fit. Another option to add new categories for documents is by going to Administration > Staff > Documents. You can name the document, add descriptions and/or send it directly to your employee.

To find documents easier, they can be filtered. You could filter for "Category", "Name", "Period of time", "Released" and "Read". Released means released to the employee so that he can read or download this document.

If you have already uploaded a document, you can open and read it directly by clicking on the symbol of the document. The employee will see the document only after it has been released.

Emergency contacts

Persons who should be contacted in case of an emergency during work are listed here. The different user groups (Administration > General > User groups) help you to control who has access to the emergency contacts and who doesn't. This means that colleagues can also access these contacts in emergencies. For this purpose, the "Access to emergency contacts in acute emergencies" must be set to "read" under Administration > General > User groups > Base data.

The colleague will go to Base data > Emergency contacts and then click on "Show emergency contacts". For privacy reasons, the system asks the employee whether it really is an emergency. If he answers yes, all administrators as well as the affected employee are informed about the retrieval of the data and the respective colleague receives the contact information.

Work safety

Work instructions / Confirmations

Here you can assign work instructions or declarations of consent to your employees. If it is necessary, you can have them confirmed by your employees. This gives you a quick overview of which instructions and confirmations the individual employees have provided and which may still be outstanding. You can add further instructions and confirmations under Administration > Staff > Work Instructions / Confirmations.

First aid book

First aid book - Employees

To activate the first aid book and to ensure, that every employee is able to add entries please go to Administration > Work safety > First aid book. Then please set a mark at "Track work accidents in a first aid book. You also have the possibility to define the period after which the entries should be deleted.

Now you have the first aid book in the profile of each employee in the base data. To create a new entry, please click "Show more" and then "add further entry". A new tab will open where you can enter all necessary information about the accident or illness of an employee.