# Basics

# Basic principle

ELO HR Personnel File enables you to create electronic personnel files and standardizes documents, regardless of formats.

It maps the onboarding and offboarding processes within your company. A personnel file where you can store all documents in digital form can be created for each employee. ELO HR Personnel File also assists you in creating employee badges and documents.

The dashboard helps you keep an overview of the employees in your company as well as of important dates, such as the end of the probationary period.

Organizational charts enable you to map your company structure.

# General note

ELO HR Personnel File works with the following clients:

Information

In this documentation, we use screenshots from the ELO Web Client.

Refer to the specific ELO client documentation for more details on how they work in general.

# Requirements

Your administrator must have configured ELO HR Personnel File for you.

# Program interface

Programmoberfläche mit Business Solution ELO HR Personnel File

Fig.: Business Solution ELO HR Personnel File program interface

You will find ELO HR Personnel File functions in the following areas:

1 Employees, Organizational chart, and New employee tiles in the tile navigation

The screenshot shows all ELO HR Personnel File tiles in a group. However, this view can vary depending on your individual configuration.

2 HR group on the New tab

Use the functions of this group to create new personnel files and organizations.

Tab 'Personal'

Fig.: 'HR' tab

3 'HR' tab

As soon as you select a personnel file, the HR tab appears.

This tab is where you can start onboarding and offboarding processes and create documents for employees.

Funktion 'Dokument aktualisieren'

Fig.: 'Update document' function

4 Update document function on the Document tab in the HR group

Tab 'Self-Service'

Fig.: 'Self-service' tab

5 Change HR data and Access personnel file functions in the Self-service group on the New tab.

These functions allow employees to make changes to their own personnel file or to submit a request to view their own personnel files. Supervisors can also request to view the personnel files of their employees.

# Repository

The structure and appearance of the repository depend greatly on your specific configuration. The default state is described here.

Personnel files are filed to // Human resources // Personnel files.

Dynamische Ordner in der Ablage

Fig.: Dynamic folders in the repository

Dynamic folders sort the personnel files based on specific criteria, such as deadlines or status.

Struktur einer Personalakte in der Ablage

Fig.: Personnel file structure in the repository

Each personnel file in the repository has a pre-defined folder structure.

Tab 'Überblick' in der Personalakte

Fig.: 'Cover sheet' tab in the personnel file

The Personnel file form consists of the tabs Cover sheet, Personal, HR, Department, and Employment.

Aufbau einer Organisation in der Ablage

Fig.: Organizational structure in the repository

You can create organizations, divisions, departments, and teams and classify the personnel file accordingly.

Last updated: November 18, 2021 at 2:03 PM