module

PERSONAL FILE

HR department

General

How to give a manager permission to create and edit contracts, health examinations, OSH trainings, resources, etc.?

How to check the documents assigned to a given employee?

Which sections of the Personal file are visible to employees and which to their Supervisor?

How to check available documents with a given employee?

How to add all contracts, health examinations and OSH trainings at the same time?

Does the Personal file module send reminders?

Requests

How to add a new request type?

Contracts

How to add a new contract?

How to add many contracts at the same time?

Can I add attachments to the contract?

How to set notifications about the end of contract period?

Health examinations

How to add a new health examination?

How to add many health examinations at once?

How to set notifications about the end of health examination validity?

OSH Trainings

How to add a new OSH training?

How to add many OSH trainings at the same time?

How to set notifications about the end of validity of OSH training?

How to add a new OSH training?

How to add many OSH trainings at the same time?

How to set notifications about the end of validity of OSH training?

Custom notifications

How to add custom notifications?

How to create a new type of custom notification?

Skills

What do skills mean in the Personal file module?

How to add new skills?

How to assign a new skill to an employee?

How to enable the Manager to view the list of competences of his employees?

Resources

How to create a new resource?

How to assign a resource to a given employee?

How to add information that a resource has been returned?

I have several same cell phones, but with different serial numbers. How to assign them to employees?

Documents

How to add a new document?

How to share a document with an employee?

Notifications

How to enable the manager to be notified when the document’s validity ends?

How often can email notifications be sent about the approaching end of validity of a document?

Who can receive notifications about end of contracts / health examinations / trainings?

Employee

How can I check my documents?

How can I submit a request to the HR Department, e.g. for a certificate of employment?

Manager

Can I add new contracts, health examinations or OSH trainings in bulk?

HR department

How to enable the Manager to view the list of competences of his employees?

Step 1

Select the Configuration option from the side menu and then the Personal File Configuration tile.

Personal file confuguration.

Step 2

In the Settings tab next to Show list of competences for the supervisor, select ‘yes’.