The Personal file module can send two types of reminders – basic notifications and custom notifications. Basic notifications concern the sections of Contacts, Health examinations and OSH trainings and allow you to set the date of sending the notification about the ending date of the above-mentioned documents along with the […]
Step 1 Select the Custom notifications section from the side menu, and then click ‘Create new notification type’. You can also do it from the Personal file configuration level. Step 2 Enter a name for the new notification and click ‘Add’. From now on, the new notification will be visible […]
Step 1 Select Custom notifications from the side panel and then ‘Add custom notification’ (if you have not created any types of notifications, you can add them by clicking on the button on the right ‘Create new notifications type’ – if you don’t know how to do this, take a […]
Notifications about the upcoming contract termination, health examination or OSH training are received by the HR Department, but it can also be used by the Supervisor and the Employee, provided that this function is active for them. To enable receiving notifications for the Supervisor and Employee, enter the edition of […]
Step 1 From the side menu, select Configuration and then click the Tools tile. Step 2 Select the ‘Add many trainings, contracts, examinations’ tab and download the Excel file with an empty template. Step 3 Fill out the template with your data in accordance with the instructions. Note: The column […]
Step 1 Select Organization from the side menu, and then click the green ‘Details’ icon next to the selected person. Step 2 Here you will find the Personal file tab, which contains contracts, health examinations and OSH trainings assigned to a given employee. Step 3 You can also view ready […]
Step 1 From the Personal file side menu, select the Documents section, and then click the blue ‘Edit’ icon next to the document you are interested in. Step 2 Click the ‘Add permission’ icon. Step 3 Select the employee who should have access to the document and click ‘Add selected […]
Sections visible to employees Employees have access to almost all sections in the Personal file module. The Requests section allows you to submit employee-related requests to the HR Department. In the Resources section, employees always have access to the items and the access entrusted to them. Contracts sections, Health examinations, […]
Step 1 From the Personal file menu, select the Documents section, and then click the ‘Add Document’ icon in the upper left corner. Step 2 After adding the name and description (optional) of the document, assign the document with a specific employee and click ‘Next step’. Step 3 If you […]
An e-mail notification of the approaching end of contract, OSH training or health examination is sent only once – on the day that the HR Department specify as the start on a date of its display. The notification will be visible in the system all the time – until it […]
