Changes to the HR file interface

HR file home page:

Core HR is introducing an HR file home page (can be accessed by managers and administrators, who are often required to access other users' files):

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  1. The search bar lets you find an employee using their first name or last name. The job title and the employee's photo are displayed to distinguish between employees who have the same name.
  2. Supervised employees are displayed in the middle of the page with a direct link to their HR files. In the same place, you'll see employees who meet the search criteria.

    Former employees of the company are shown by default (and can be seen by users with the associated permission). A "former" tag indicates whether the employee has left the company, and a "future" tag indicates that the employee in question has not yet started at the company.
  3. On the lower-right of the screen, you'll see the "Create a new employee" button, which opens a window for creating a file. You can find more information in this help sheet.

The structure of an employee's file:

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  1. This button lets you navigate from one HR file to another with the same search experience as on the home page.
  2. Widgets display an overview of the employee's situation: their current contract information, their current job title, the name of their manager, or the number of employees that they supervise. A pop-up provides a list of supervised employees and links to their HR files.
  3. Anomalies concerning the HR file (such as a required field that has not been completed) are grouped into a dedicated banner. A button takes you to the exact location where you can resolve the errors.
  4. There are two different types of sections: standard sections and customized sections.

    Standard sections contain all of the data needed for the Lucca apps to work properly. There are four main sections: general information, career, contracts, and application information.

    After the four standard sections, the navigation menu shows all of the customized sections that have been added by the administrator.
  5. The career section lets you submit a change in job, manager, and/or qualification at the same time. A secondary page gives you a clear view of the employee's progression in the company.

    If a link appears under a block, you can display multi-occurrence compound data items. A single data item will be displayed by default (according to the data item's settings); you need to click on the link to view all of the data items.
  6. You can access the edit history at the bottom of the navigation menu.

Customized sections:

If you've signed up for our Core HR solution, you can create your own data items. Your own data items can be:

  • Simple data items: a data item name and a value;
  • Compound data items: multiple simple data items combined into a parent data item.

In both cases, you can define whether multiple values are permitted for a data item, in which case it will be a multi-occurrence data item. To find out more about these data item formats, refer to this article.

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The order of the data items in customized sections is defined in the settings, in the HR File tab. Within the section, you have simple data items in an initial block and then compound or multi-occurrence data items in separate blocks. Sub-sections show the different occurrences via a dedicated link.

 

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