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HR-Expert Tutorial

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Person Data (Person Information)

"Person Information" module / part contains diverse information about the particular employee of a given Client. 

HR-Administrator of the Client has access to the "Person Information" section. This section is accessible from the "Person" table.

Sections

The following sections are present for a Person:

Section name Is required?

Details

Y

Additional Contact Infos

optional / customizable by client

Organisation

Y

Skills

optional / customizable by client

Employment

Y

Finances

optional / customizable by client

Education

optional / customizable by client

Relatives

optional / customizable by client

One can find information per section below.

Details section

Details section contains general information about the person. Note that the fields list is dynamic and varies from Client to Client according to the customers' requirements. 

Fields:

Field

Requirements

Is required?

Field type

Validation

Client

Client's name

Can be editable? if HR-manager has access to several clients? or is always a plain text?

Y, not editable

plain text

N/A

Title

Employee's academic title

N

input field

Last Name

Employee's Last Name

Y

input field

First Name

Employee's First Name

Y

input field

Title suffixed

Employee's academic title according to the universal university system

N

input field

Date of Birth

Employee's Date of Birth

N

date

Age

This value is calculated automatically when the Date of Birth is present. 

not editable

plain text

N/A

Gender

Employee's gender.
Possible values:

  • Male
  • Female

Default value: empty.

N

drop-down

Employee-ID

Employee's ID in the company

Can be pre-calculated? Can be got from Webdesk?

Y

input field

must be unique

System

Is present only if client has Webdesk application account / Webdesk application installed.
Block consist of the following fields:

  • Active user : checkbox. If checked then this particular employee is the user of Webdesk application. Not required. 

What is the default check-box state? 

  • Username: input field. Username of this particular employee for the Webdesk application. A required field.

Is it prefilled somehow from the user's initials? From Webdesk? Or is needed to be manually entered?

Must be unique?

  • Language: drop-down. The default language of the Webdesk application for this particular employee. Consists of values defined for this customer ??? .Is optional.
  • Layout/Skin: drop-down ???. The default skin of the Webdesk application for this particular employee. Possible values are "Classic", "Responsive" ???.Is optional.

Y, if client has Webdesk application / account

block

N/A

Internal title

Internal title of this particular employee in the company. 
Values are customizable by Client.

(per Client? Is it possible to customize from the UI?)

N

drop-down

Birth name

Employee's Birth Name

N

input field

Middle name

Employee's Middle Name

N

input field

Family

Block consists of the following fields:

  • Marital status: drop-down. The marital status of the employee. Possible values:
    • Unknown
    • Single
    • Married
    • Divorced
    • Widowed
    • Civil Union
    • Living apart

Default value: empty. Optional field.

  • Marital status valid from: date. Represents the effective date for the "Marital status" (described above). Optional field.

N

block

N/A

Parentage

Block consists of the following fields:

  • Citizenship: drop-down. Defines the citizenship of the employee. Values are customizable by customer. Is optional, default value: empty.
  • Birth country: drop-down. Defines the birth country of the employee. Values are customizable by customer. Is optional, default value: empty.
  • Birth place: input field. Defines the birth place (city, village, etc) of the employee. Is optional.
  • Relig. confession: drop-down. Defines the religion confession of the employee. Values are customizable by customer. Is optional, default value: empty.

N

block

N/A

Insurance

Block consists of the following fields:

  • SSN: input field. Defines the employee's Social Security Number. Is optional.
  • Health insurance: drop-down. Defines the health insurance provider. The list cannot be changed by the client.

Where do we get those values from?

N

block

N/A

Comment

It is possible for the HR-manager to leave a comment about the employee's personal data.

N

text area

Date of Death

Date of Death of the employee.

N

date

Valid from

Defines the date when the employee starts their activity in the company i.e. when all the workflows and company's processes take effect for this particular employee.
Note. No process or workflow shall be possible for this particular employee before this date.

Y

date

Valid till

Is it never editable?

Defines the date when this particular employee will be terminated. 

Note. No process or workflow shall be possible for this particular employee after this date.

not editable

plain text

N/A
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