Menu Item "Employee Overview"

Here you get an overview of all employees and the corresponding information.

This view and its functions are nearly identical to the "Employees" menu item for managers.

Only the differences are therefore shown here. All other functions and details are described here.

Ribbon

Delete	Deletes an employee and their data. This is only possible if no dependent data (e.g. measures, documents, positions, employee conversations) exists for this employee.
Open Employee Details	Opens the employee details
Measures ► Assign Employee	Executes the functionality of this menu item
Documents ► Assign Employee	Executes the functionality of this menu item
New Employee/Applicant	Opens the entry form for new employees
Refresh Data	Refreshes all data for this function
Import Employee Data	Opens the import dialog
CSV Export	Exports the current table (incl. sorting, filters, and columns) as a CSV file
PDF Export	Exports the current table (incl. sorting, filters, and columns) as a PDF file
Positions	Lists in a table all process documents for a selected employee and the corresponding position.

In the tabular view, Administrators and HR can change all data.

This also includes the personnel number, should it have changed.

Important:

Changes to the personnel number should be avoided, as this string is a fundamental value throughout the entire program.

This fundamental value must be unique. Duplicate entries are not allowed.

If you violate this basic rule, you will receive the following message:

In this case, the incorrect personnel number must be corrected so that uniqueness for this fundamental value is restored.

As with assigning further positions, Administrators and HR can change the primary position.

The procedure is the same, except that the "Primary Position" ribbon tab is used for this change.