BizCortex documentation

The employee record and its tabs

All tabs of a personnel record and what you can do in each of them.

Open an employee from the list to see the personnel record. The header shows the name, personnel number, job title and the status badge Active or Left. The buttons Payroll (opens the payroll data of the person, only with payroll access) and Delete are in the header as well. Advisor insights about the employee may appear below the header.

Sensitive tabs (Salary, Tax and social security, Bank and pay, Family, Activity) are only visible to users who may see sensitive data. Each section has an Edit button that opens a dialog for that section.

The employee record and its tabs
Screenshot of this screen

Who can use this

  • Owner
  • Admin
  • HR manager
  • Accountant (read only, without sensitive tabs)

Steps

  1. 1. Master data

    Person and private contact details, plus the linked user account.

  2. 2. Contract

    Organisation (company, branch, location, department, position, pay grade, cost center, manager) and the employment contract (job title, employee group, employment type, hire date, probation, contract type, weekly hours, working days, vacation days, notice period, exit date, type of exit, reason for exit, eligible for rehire).

  3. 3. Salary

    Salary history with a chart of the salary development. See the page Salary history.

  4. 4. Tax and social security

    Wage tax, social security, company pension (bAV) and severe disability.

  5. 5. Bank and pay

    Pay type, annual gross salary, monthly gross (one twelfth), hourly rate and the bank account.

  6. 6. Family

    Children and dependants and emergency contacts. For a child you can set the child allowance share and whether the child counts for care insurance. "Take child allowances from children" adds up the shares of children under 25 and writes them into the child allowances field.

  7. 7. Documents

    The personnel file. See the page Personnel documents.

  8. 8. Qualifications

    Skills with level (Basic to Expert) and years of experience, languages (with a Native flag), education and previous employers.

  9. 9. Equipment

    Issued equipment with item, serial number, issued on, returned on and condition on return. Items without a return date are shown as not returned.

  10. 10. Timeline

    Chronological history: hire, rehire, promotions, transfers, contract and salary changes, onboarding, offboarding and exit.

  11. 11. Lifecycle

    Personnel actions, checklists, exit interviews and the document generators. See the lifecycle pages.

  12. 12. Activity

    Audit trail of all changes to the record, with comments and attachments.

Fields and options

Religion (church tax)

Denomination for church tax, or no church tax.

Health insurance

statutory or private. For private insurance enter the monthly health and care premiums.

Marginal employment

none, Mini job, Midi job (transition zone) or short term employment.

Pension vehicle

Direct insurance, Pensionskasse, Pension fund, Support fund or Direct commitment, with provider, contract number and monthly employee and employer contributions.

Tips

  • Changing the salary, pay type or hourly rate in the record automatically adds an entry to the salary history.

Good to know

  • Delete removes the record permanently. If payslips exist for the person, deletion is blocked. Record an exit date instead.
  • BizCortex can anonymise former employees after the retention period, but there is no button for this in the employee record yet.

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