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Dashboard

ashboard The Personnel area offers you all the features required for administering your employees.

Here you can create electronic personnel files, record and edit employee data extensively, administer changes to your employees, and also record basic matters such as the creation of new employees or the termination of employees.

Below you will find an overview of the individual modules that can be administered via the Personnel area.

To get to these modules, please use the selection options that appear when you click "Personnel" in the start view of HR-Expert.

Dashboard

The dashboard is freely configurable and shows an overview of the stored data.

Currently possible windows:  

  • Expiring employment contracts
  • Beginning employment relationships
  • Employee statistics
  • Employment statistics
  • Salary statistics
  • Employee demographics
  • Upcoming activations
  • Employment relationships starting
  • Upcoming maternity protection
  • Upcoming Activations
  • Upcoming deactivations
  • Expiring trial periods
  • Employees Demography
  • Employee statistics
  • General statistics 

Employee current

  • Employment relationships expiring
  • Probationary periods expiring
  • Permits expiring
  • Upcoming deactivations
  • Certificates expiring
  • Upcoming birthdays

Some windows, for example "Employment relationships starting," let you switch directly to the respective employee profiles by clicking.

Windows are added via "Add window" at the top right.
With this feature you can also design the individual window views.

With the "Layout" feature, also at the top right, you can change the display of the windows on the dashboard.

Employees (Current)

With this filter option, only the current, active employees are displayed.

Entries

Hires

Here you can filter according to by planned entries.

Leavings

All inactive hires.

By clicking the person, you can switch directly to their profile.

In addition, you can use the "New" button to switch to the mask for creating a new employee profile. Information on creating a new employee and on the employee mask can be found here.

Terminations

Here all employees who have left the company and are inactive are listed here..

By clicking the person, you can switch directly to their profile.

All Employees

This list provides an overview of all saved stored employees, regardless of whether they are active or inactive. 

Administration

Re-entries

Planned re-entries are listed here.

End of employment

This is the menu in which you use to record resignations.

Person

Text field with deposited list of all stored persons

Leaving

, inactive, or have left

Administration

Re-entry

Here it is possible to process the re-entry of employees who have left the company.
In the selection list for the Persons field, you will therefore find only those employees listed who have left. Information on how to carry this out can be found under Re-entry of Employees (via HR-Expert).

End Employment

This is the menu used to record terminations. Further information about the fields of this mask and about processing a termination can be found under Recording Terminations in HR-Expert

Person

Text field with a stored list of all saved persons

Termination date

Date field

Announced

Date field

reason

Reason

Configurable selection list

comment

Comment

Text boxfield

Last working day

Date field

Withdrawn

Date field

Departure meeting Exit interview on

Date field

meeting Interview content

Text box meeting field

Interview partner

Text field with deposited a stored list of all stored saved persons

work Work equipment returned

Date field

Comment on work equipment

Text boxfield

Social

security registration

Insurance Registration

This option displays shows all active employees and highlights in light brown those in blue who have not yet completed gone through the social insurance registration step. Above the list there are 2 buttons. , "Close" and "Start social insurance registration" With .

  • Close closes the list
is closed
  • and displays the
homepage of
  • HR-Expert
is displayed, with
  • home page.
  • "Start social insurance registration
all blue marked employees from the list are checked for completeness of the necessary data and forwarded to the social insurance registration by workflow
  • ": with this button you can register the employees you have selected with the social insurance. If data required for registration is missing in the employee profile, this is displayed immediately as a popup message. You can then switch directly to profile editing by clicking the employee, enter the missing data, and start the social insurance registration again.
Mime Typetext/xmltext/xml
Datei-name
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Version 3 von Renate Fuchs-Schreiber
am 20.10.22 07:47:44
Name: Personnel
Variante: main - en
Status: Veröffentlichung
Version 4 von Gabriel Gruber
am 17.10.26 18:18:18
Name: Personnel
Variante: main - en
Status: Veröffentlichung