Personnel Workspace

General Information

Each personnel item in the personnel list gets its own workspace, only available to HR personnel and the specific item's (the employee's) reporting manager. This space is usually used to store work-related information and documentation about the employee.

Access to the Workspace

The workspace can be opened by clicking on the personnel item's link in the personnel list.

Using the Workspace

When you open the workspace, you will have access to a range of tools and functions. The workspace is divided into three parts:

1. Information Card Section
2. Main Section
3. Navigation Menu

Information Card Section

Information Card

The information card displays an overview of the employee's basic information. It can be edited from the list, or by clicking on Info Card.

Confidential Documents

The personnel workspace includes a confidential document library, which can be accessed via the lower part of the information card, or by using the navigation menu. The documents are restricted to HR personnel and the employee's reporting manager.

Main Section

Timeline

The timeline is essentially a log of the personnel item's events. It can also be used to create notes, create and assign tasks, view relevant emails, and manually set relationships to other items if necessary.

Shared Documents

Through the shared document library, HR personnel can share documents directly with the employee. This document library can be accessed by the relevant employee through My Page.

Navigation Menu

The navigation menu takes you to some of the same sections shown in the information card section and the main section, as well as some extra features. For example, if you are in Shared Documents, you can use the navigation menu to click into other areas of the workspace.

Conversations

Conversations is a filter in Outlook that shows all emails that are tagged with the relevant workspace.

Notebook

A private or shareable notebook and a temporary place for information storage.

Planner

With Planner, you and your team can create plans, assign tasks, chat about tasks, and see charts of your team's progress for the relevant workspace.

Shared Documents

This is shown and described in the main section. See Shared Documents.

Confidential Documents

This is shown and described in the information card section. See Confidential Documents.

Recycle Bin

The recycle bin, accessible via the navigation menu, is a temporary storage for deleted items that allows for time-limited recovery.