BizCortex documentation

People checks

Every people check of Advisor, when it triggers and who sees it.

People checks look at absences, goals, sick days, working time, contracts, certifications and leave balances. They are written to be factual and supportive and never guess about health or private life. Private 1:1 notes and appraisal comments are never read.

People insights about an employee also go to that employee's line managers up the reporting chain. The performance and sick day insights are sensitive: only Owner, Admin, HR (people who may edit employees) and the line managers see them.

People checks
Screenshot of this screen

Who can use this

  • Owner
  • Admin
  • Accountant
  • Sales
  • Purchase
  • HR Manager
  • Viewer

Fields and options

Key people absent at the same time

Nightly. Two or more key people of a department or team are absent at the same time within the next 60 days. Key people are seniors, people in a high pay grade, people with long service, managers or the only person in a position. Defaults: window_days 60, tenure_years 5, min_key_absent 2. Visible with team calendar access. Suggests "Open the team calendar" or "Discuss the leave plan".

New request overlaps with key people

Runs when a leave request is created. The same check as above, only for the person who asked for leave, so the approver sees the overlap before deciding. Same thresholds. Suggests "Review the requests".

Approved absence overlaps with key people

Runs when a leave request is approved. The same check for the approved absence. Same thresholds.

Performance trending down

Nightly. Sensitive. Goals without progress for stall_weeks (6) and a gap of stall_gap_points (20), KPIs worsening kpi_falling_periods (3) periods in a row, an overall rating rating_drop (0.5) below the previous cycle, or call scores falling call_score_drop_pct (15 %) over call_score_weeks (12). Visible with goal read access. Suggests "Open the goals", "Open the KPI", "Open the appraisal" or "Schedule a 1:1".

More sick days

Nightly. Sensitive. Sick days in the last window_days (90) are at least min_days (6) and ratio (2.0) times the person's own median of the periods before. From bem_days (30) sick days in 12 months, it points to the German workplace reintegration procedure (BEM, § 167(2) SGB IX). Visible with leave request read access. Suggests "Offer a conversation" or "Check the BEM offer".

Overtime and working time violations

Nightly. Overtime in the last 4 weeks well above the person's own median (overtime_hours_per_week 5, overtime_ratio 1.5), or violations_30d (3) or more violations of the German Working Hours Act (ArbZG) within 30 days. Visible with attendance read access. Suggests "Open the time account" or "Review the working days".

Fixed term contract or probation ends

Nightly. A fixed term contract ends within contract_days (60) or a probation period within probation_days (30). Warning from contract_warning_days (30) and probation_warning_days (14); Info before. Visible with employee read access. Suggests "Prepare an extension or the exit" or "Schedule the probation review".

Certification expiring

Nightly. A certification expires within days_ahead (60), or expired within the last expired_days (14), and there is no newer one. Warning from warning_days (30), Critical once expired. Visible with certification read access. Suggests "Book a training".

Large leave balance near year end

Nightly, from start_month (October). Many open vacation days compared with the working days left in the year: Info from min_days (10), Warning from warning_days (15). Visible with leave balance read access.

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