EveryPersonnelFile

Creating a new Personnel

The “Personnel” section in EveryDataStore is designed to manage employee records efficiently. It serves as the central repository for all personnel-related data, allowing administrators and managers to input, update, and maintain comprehensive information about each employee.

This feature is integral to workflows and CRM processes, ensuring seamless data handling and integration.

 

Personnel Creation:

The Personnel - New page facilitates the addition of new personnel records, encompassing general information, contact details, and contractual information. This ensures that all relevant data is captured at the time of onboarding or when updating records.

Navigation Instructions:

 

To access the Personnel - New page:

1. Log in to the EveryDataStore Admin Panel.
2. Navigate to the Personnel section from the main menu.
   
   
3. Click on the New button to open the form for adding new personnel.

4.       4. The form is divided into three sections: Main, Contact Details, and Contract Details.

·       Main - This section captures the primary details of the personnel.

Field Name	Description
Salutation	Dropdown to select the (Mr, Mrs, etc.).
Title	Enter Mr., Ms. Or Mrs. etc.
First Name	Enter the personnel's first name.
Surname	Enter the personnel's last name.
Status	Dropdown to select ‘Active’, ‘Inactive’.
Birthday	Calendar to enter DOB
Insurance Number	Enter Personnel’s valid Insurance Number
Marital Status	Dropdown to select ‘Single’, ‘Married’, ‘Divorced’ & ‘Widowed’
Member	Dropdown to select any Member which has been already created

 

·       Contact Details - This section captures the contact information of the personnel.

Field Name	Description
Email	Enter the personnel's email address
Phone Number	Enter the primary phone number
Address	Enter Street and house number
Postal Code	Enter the postal or ZIP code
City	Enter the city of residence
Emergency	Enter the emergency contact details

 

·       Contract Details - This section captures the contractual information of the personnel.

Field Name	Description
Employee ID	Auto-generated or manually entered unique ID.
Work Hours	Enter the total work hours per week
Department	Select the department from the dropdown.
Role	Select the role from the dropdown.
Start Date	Enter the work start date of the contract.
End Date	Enter the work end date of the contract (if applicable).
Vacation Days	Enter the number of vacation days per year
Working Days	Select one or multiple working days from the dropdown for a week
Overtime Allowance	Enter the overtime allowance amount per month

 

5.      5. Click “Save” saves the values and "Save & Exit" or "Save & New" to finalize the ‘Personnel’ creation.

 

6.      6. The Personnel will now be listed under the ‘Personnel File’ section

7.     7.  Users with admin privileges can create new, edit or delete existing ‘Personnel’. Editing and deleting can be done by clicking the appropriate button on the left side of desired item.

Edit Personnel:

Delete Personnel:

 

8.   8. Additionally, user can user ‘Delete Marked Items’ to delete multiple personnel records simultaneously. Users can mark or select the records they wish to delete and then click this button to remove them from the system. A confirmation prompt may appear to prevent accidental deletions.

9.   9. Export - This option provides users with the ability to export personnel data into various formats (such as CSV, Json). Clicking the dropdown arrow next to Export likely reveals specific format options, allowing users to choose how they want to download the data.

10.  Import - The Import button enables users to upload personnel data from external sources. This functionality supports batch uploading, making it easier to add multiple records at once by importing files in supported formats (such as CSV or Excel).

11.  The Contract Details section allows administrators to configure and manage key aspects of an employee's work contract. This ensures clear documentation of work expectations and benefits. Below are the details of each configurable field highlighted in the screenshot:

·       Work Hours (per Week) - Specifies the total number of working hours assigned to the employee within a standard workweek. In the provided screenshot, the employee is expected to work 40 hours per week. This aligns with a typical full-time employment schedule.

·       Vacation Days (per Year) - Indicates the total number of paid vacation days granted to the employee annually. This reflects the company's leave policy and the employee's entitlement. The employee has been allocated 30 vacation days for the year in this example.

·       Working Days (per Week) - Lists the specific days of the week the employee is required to work. The employee works on Monday, Tuesday, Wednesday, Thursday, and Friday, which represents a typical 5-day workweek in this example.

Overtime Allowance (per Hour) - Defines the compensation rate for any additional hours worked beyond the standard weekly hours. In this example employee will get $12 per hour, indicating the rate they will be paid for each hour of overtime.