Employee records

Last updated: 2022-09-14
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The personal record contains an overview of information about an employee 

The Employee Record is the basis of 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 employees. 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.

employee record

Documents in the employee's personal file

In the personal 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 - here you keep copies of contracts
  • Payrolls - here you can attach payrolls
  • Personal certificates - here you can attach various certificates and diplomas
  • Training documents - here you can store information and documents about training courses in the company that the employee has attended

All employee connections in one place

On the Connections tab, you can see all the context 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.   

Conducting personal assessment interviews with employees

You can also keep employee evaluation interviews or minutes of other activities with employees on the employee's personal 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.