Personnel File Documents
Employee Documents
The Personnel files > Documents outbar lets you access documents (document files) of all employees and create new document files. The corresponding folder tree, which maps the defined document hierarchy (file plan) appears in the navigation pane above the outbars. The folder of the top-level hierarchy, Documents, contains all available documents, while the document-specific subfolders contain only the respective documents.
By selecting a folder, all document files that correspond to the document type are displayed in list view.
In list view, a traffic light system informs of the status, i.e. validity or expiration date, of documents (see below).
List view can be flexibly sorted by clicking the column headings.
Search and display files
In the toolbar above list view you can access EASY HR Quick Search feature which can be used to search the list of document files.
Create a new file
At the level of the document type specific subfolders, you can create files in which documents such as vacation requests, documents, etc. can be stored and managed. The structure of the files in the different folders is identical.
After you select the folder, you can open a new file from list view by clicking the Create button.
When opening it, edit mode is enabled, so you can directly start entering data. The different tabs now allow making the corresponding specifications.
If creating a file is performed from the employee-specific document tree, the corresponding entries from the personnel file will be automatically set by default in the field for employee information.
File Structure
By clicking the document entry in list view, the associated file opens in details view. The file opens directly with document display, i.e. using the selected Document tab.
In document display, the fields of the Fields tab are shown below the tab selection, so all contents of the file can be viewed. By clicking the 
icon in the Employees field, you can go directly to the associated personnel file.
The bottom part of details view may display existing deadline dates.
Edit and save file
To edit the file in terms of content, go to edit mode by clicking the Edit button.
After completing your edits, the file can be saved via the corresponding button in the toolbar.
The "Fields" tab
On this tab, you enter information that is used to assign and describe the document(s) to be stored.
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Employee, first/last name
The corresponding employee-related data is managed through these fields.
The "Classification" subtab
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Number
This field is automatically given a (sequential) number when you save the file. -
Date
The creation date of the file is managed through this field. -
Valid until
By specifying an expiration date for the file, the traffic light system is automatically enabled to mark document validity. In this case, the document is designated accordingly within list view:
the document is valid; the effective date has not yet been reached. 
the effective date has been reached and the validity of the document has therefore expired. Files of the personnel file that have an expiration date are automatically available within Deadlines and can be checked for their due date in the Documents, Employees folder.
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Type
The respective folder name is used as the type. -
Keywords/comment
The corresponding entries can be made in these fields.
The "Document" tab
This tab can be used to add the corresponding documents, e.g. receipts, to the file.
The "Status" tab
The Status tab displays the file's edit history.
Create a deadline date
Employee-specific documents can be given deadline dates. Deadline dates are created via the Create a deadline date button in the toolbar.
Available actions
The toolbar provides the corresponding actions for advanced editing of files.
The following actions can be accessed in view mode: