This article is intended for HR managers, it describes the employee's personnel card as seen by the HR manager or supervisor.
The personnel card contains an overview of information about an employee
The Employee card is the basis for personnel work, and only the HR Management can see it as a part of the Employees Organizer. It contains all the information of an employee that you record. All the minutes and other activities are attached to the employee. You gain an overview of any employee's information with easy and intuitive editing of their personal details, information, and list of contracts.
Each person then sees their information in employee self-service on their "About Me" page.
Documents in the employee's personnel file
In the personnel folder, you can also see and keep other documents and attachments for each employee in clearly arranged folders, which you can also edit according to the needs and practices of your company. In the basic setup, you have the following folders for documents:
- Employment contracts - where you keep copies of contracts
- Benefits - here you can attach payrolls or other reimbursements
- Personal certificates - here you can attach various certificates and diplomas
- Resume - here you can store the employee's Resume (CV)
All employee connections in one place
On the Connections tab, you can see all the content related to the employee, such as the issued work tools, the contracts or projects they are working on, which processes or assets they are responsible for, and so on.
Overview of the employee's work equipment
Every employee needs certain equipment to do his/her job, depending on his/her job classification. An office worker needs a computer and access to company applications, while a production worker needs protective work equipment, various tools, instruments or other equipment.
- For a particular employee's record, you can see the work equipment or tools issued, entrusted or assigned
- Each employee can see their information in their personal file
- Automate the handover and issue of work tools, assets and other equipment with digital handover
- You can check the actual status with an inventory of entrusted assets
- You can also use a paper handover, but then you won't see the current status
Requirements for work equipment
- The worker's equipment requirements are part of their job description
- The job description describes what the employee should have for the job
Conducting personal assessment interviews with employees
You can also keep employee evaluation interviews or minutes of other activities with employees on the employee's personnel card. You keep these in the form of minutes and, unless you specify otherwise, only you and the employee can see the minutes.
Overview of tasks related to the employee
On the employee card you can solve tasks related to the employee, tasks can be part of personal development planning or preparation of documents between accounts and HR.
Notes by the employee
You can keep private and shared notes for each employee. For example, write down suggestions for work anniversary gifts or information about an employee's interests.
Onboarding planning and personal development of employees
On each employee's card, you plan and confirm all activities around the employee's onboarding, personal development, medical check-ups or even offboarding (termination). Thanks to automated notification processes, you won't miss any obligations.