When the Human Resources module is enabled within your system, Activ provides you with a series of HR-specific tabs that are designed to help you manage your employee records and day-to-day HR administration. Amongst these tabs are a set of pages that are designed to help you record and manage the key files and information that relate to your individual employees, and that form the core of their personnel files. This includes basic details such as each employee’s work hours and contacts, and key documents such as contracts, advisory letters, and critical certificates. Activ assists you in collecting and managing this information through the use of simple forms and storage areas, helping you to ensure that your core personnel files remain consistent and accurate over time.
This user guide covers the Human Resources tabs that make up your employees’ core personnel file. These are:
People – provides a register of all employees recorded in your system, and acts as the gateway to the personnel records of individual employees. This tab also provides a report to help you monitor your workforce’s equal opportunities statistics, and, if enabled, an additional report to help you report on your workforce’s religion statistics. Note that the Religion Report is disabled by default, and that you will need to contact our support team to have the feature switched on.
HR Notes – provides you with the ability to record HR Notes against individual employees, and to quickly review those notes at a later date.
Employee Libraries – only available if you have the File Manager module and provides you with a space to store and maintain your employees’ key documents, which can optionally be managed by the employee as well as their manager.
Confidential Libraries – only available if you have the File Manager module and provides you with a secure space in which to store and maintain sensitive documents related to your employees. Note that employees cannot be given access to their own Confidential Libraries.
Personnel Record – only available within an individual employee’s record. This tab houses each employee’s personal and employment details, including their basic job details (e.g. title, start date, salary, etc), address, and emergency contacts. If Religion reporting has been enabled then this tab will also include the Religion field, which can be switched on by contacting our support team.
In addition, the guide covers the Settings options that are available to configure the dropdown menus that are relevant to these areas.
For guidance on other areas of the Human Resources module, see:
- Human Resources: General User Guide
- Human Resources: Training User Guide
- Human Resources: Appraisals User Guide
- Human Resources: Holidays, Absences, and Lateness User Guide
