How to use the Employees Organizer

Last updated: 2021-10-11
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Employees are the foundation of your HR

This Organizer is accessible by HR Managers and the company's leadership. It is not accessible by other users because it contains personal information. Employees can see unrestricted information of their colleagues in the "Colleagues" tab and the chat bar on the right.

HR Professionals use this Organizer for all information about employees. Each employee has their own personnel card where you record all their information - personal information, contact details, equipment, compensation, education and qualifications, identification, and health limitations. The Organizer also includes information about their onboarding, their career in the company, and offboarding. Their job description or job position is also a part of this Organizer:

  • Employee's contact details
  • Personal information including the home address, insurance company, and other information required by accountants like health insurance company or bank account number
  • Job description information and job position
  • Employee's assigned equipment
  • Compensation information and contract information, you can connect the employment contract with the employee
  • Qualification and education information
  • Health condition information, medical examinations, and work limitations
  • Identification information
  • Other personal documents
Employees organizer

Employee's personal card and other information

Employee records serve as one central place where you have all the information you need about your employees. Only you as the HR manager can see this information. Each employee can see their own information in their self-service record. They can also edit selected basic information themselves and you will be notified of this. This simplifies the entire communication process between the employee and the company.

The employee's personnel card is organized so that you have everything essential about the employee in one place. If the information you keep is not enough, it can be easily expanded. Access to specific data is restricted by access rights, so only you as HR can work with it. If the company needs it, the management or payroll accountants, for example, can also get access to HR. 

The employee's personnel card contains the basic personal data required

  • Employee contact details
  • Personal details including residence, insurance companies, and other necessary information for payroll accountants such as health insurance or account number for sending payroll
  • Information about the job, its description, job title, and other information
  • Employee's work equipment, where you keep track of what the employee has been given
  • Wage, remuneration, and employment contract information, you can attach the employment contract, its attachments, and amendments
  • Information on qualifications, education, and career history
  • Details of the employee's health, medical examinations, and work restrictions
  • Details of the employee's identity
  • Records of medical examinations
  • Other personal documents

How to add or remove access to the Employees organizer

If you need to give or withdraw access to the Employees organizer, you can do this through the role settings. Instructions on how to set permissions for employees can be found here