Before getting started
HR file management is only available if you have signed up for the Poplee Core HR solution. If it is activated on your platform, you'll need to go into the Employees menu and then access the HR file settings to administrate the data sections.
When you click on the name of a section in the list on the left-hand side, the data items contained in the section will be displayed, along with their properties.
Adding a section
The Add a section button lets you add a section to the HR file. Once you've given the new section a name, you need to set up its content by adding data items.
You can also edit the display order for the sections in the HR file by dragging and dropping them in the list on the left-hand side. Example in this short video:
To delete an existing section, simply click on the "trash can" icon. This action won't affect any personal data entered, as the data items which made up the section have not been deleted; they are simply no longer shown in the HR file.
Renaming a section
You can edit the name of a section by clicking on its name. This action won't affect the access permissions previously defined for the section.
Editing the content of a section
The content of a section can be changed at any point. All you have to do is add or remove the data items that you want (or no longer want) to be shown (using the "+" button and the Remove links). Remember to save your changes once you've made them.
If the data item that you want to add doesn't exist, you can create it directly via the Create new data link which is displayed when there are no matches for your search.
Adding access permissions to the section
When you create a new section, remember to add the necessary permissions in your role management. For example, add the viewing permissions for users and editing permissions for administrators. Here's a screenshot that shows an example setup and a help sheet about role management: Setting up roles in Lucca
Terminology
"Editable" property
This column lets you define the data that can be edited by people with editing permissions for the section.
Data items for which the property is not selected can only be edited by administrators (who have the Super-editing permission).
"Required" property
Data items with this property are tagged with an asterisk (*) in the HR file. This allows HR administrators to indicate to users which data items they must fill out (for example, "Emergency contact"). If a required data item is missing, a reminder appears in your banner next to your account access:
"History" property
This property lets you define the data items for which users can see an edit history.