Preparation
1. Base configurations
2. Additional features
1. Base configurations
After the basic configuration we recommend to make all basic settings.
This is particularly important:
- Departments
- Equipment
- Employment Terms Templates
- Cost Centers
- Medical Exams
- Commission Templates
- Areas (*)
- Insurances
The basic settings marked with an asterisk (*) already contain basic data that is delivered with the initial installation.
Further information can be found here: Base data and settings
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2. Additional features
Track data changes
Employees can use self-service to change their personal data, such as address or bank details. Since this information can be relevant for payroll, for example, you can display a list that contains all changes over a certain period of time. You are free to decide which fields you are interested in and therefore want to track. You can display the overview for individual employees as well as for all employees.
You can then export this overview and pass it on to your payroll accountant, for example.
You can find detailed configuration instructions here: Track data changes - Configuration
You can find further information on usage here: Track data changes - Usage