Personnel Management Overview

This section provides a comprehensive guide on how to manage personnel operations in the "Personellerim PDKS" application. It covers basic functions such as viewing, filtering, updating, and deleting personnel lists. This guide aims to help users manage personnel records effectively by using the application.

Contents of Personnel Management

Personnel Management Operations

The Personnel Management screen is used for the effective management of personnel in the Personellerim PDKS application. In this section, processes such as viewing, filtering, and editing the personnel list can be performed.

• Personnel List Screen: This section shows the lists of active, on leave, absent, all, and former personnel in separate tabs. You can also add new personnel, edit or delete existing personnel through this screen.
• Viewing the Personnel List: This part allows viewing personnel information collectively. It is possible to filter personnel based on specific criteria using filtering options.
• Updating Personnel: Steps required to update personnel information are specified. Updating the phone number requires mobile activation.
• Deleting Personnel: The steps to delete a personnel record are explained. This action is irreversible and also deletes the user record.
• Editing Visible Fields in the Table: Actions to determine which fields will be visible in the personnel list table are explained.
• Filtering: Options and actions to filter the personnel list based on specific criteria are specified.
• Exporting the Personnel List to Excel: The steps to export the personnel list displayed on the page to an Excel format are described.

The Personnel Management Operations menu appears in two ways:

1. You can access Personnel Management Operations by clicking the Action Menu icon at the end of the personnel record row in the personnel list.
2. After clicking the Edit icon at the end of the personnel record row in the personnel list, you can access Personnel Management Operations from the menu that opens under the Personnel Information title in the left menu.

The Personnel Management Operations detailed below generally include the following steps:

Adding a Record:

• The new record addition process involves entering new data for the relevant personnel.
• Click the + Add New Record button from the relevant management page, fill in all necessary information in the New Record Addition form that opens, and click the Save button to complete the record.

Updating a Record:

• This process involves making changes to the information of existing records.
• Click the Edit button at the end of the row of the record you want to update, make the necessary changes, and click the Save button to update.

Deleting a Record:

• This process involves completely removing existing records.
• Click the Delete button at the end of the row of the record you want to delete to permanently remove the selected record from the system.

Personnel Information Management

The Personnel Information Management screen allows you to view and manage the personal, contact, identity, organization information, and authorized devices of personnel in detail. Using this screen, you can update personnel information, add new personnel, and perform employee exit operations.

• Personnel Information Card: Includes basic information such as the employee's name, surname, national ID number, title, and status. It also provides access to the general definitions, exit and mobile activation buttons, and the action menu.
• User Information Card: Provides access to the username, role, and action menu for personnel who have mobile activation.
• Personnel Information Form: Includes tabs for general definitions, contact information, identity information, organization information, authorized devices, handover definitions, and exit information.
• Adding New Personnel: Step-by-step personnel addition process, filling in general definitions, contact information, identity information, organization information, and authorized devices.
• Mobile Activation Process: Mobile activation processes to verify the employee's phone number and access the mobile application.
• Employee Exit: Performing exit operations by specifying the exit date, type, and reason through the exit tab.
• Copying Information of Dismissed Personnel: Creating a new personnel record by easily copying the information of re-employed personnel with the national ID number.

Personnel Hourly Leave Management

The Personnel Hourly Leave Management screen is an interface used to manage employees' hourly leave requests. Through this screen, you can create leave requests for personnel, view existing leave requests, and approve these requests.

• Personnel Hourly Leave Management Screen: You can view employees' hourly leave records, add, update, and delete leave requests. You can also see the total hourly leave status for specific periods and the details of each record.
  • Total Hourly Leave Status: Shows the total hourly leave times used in the past, this month, and this week.
  • Personnel Hourly Leave List: Includes leave dates, times, durations, descriptions, and leave statuses. Editing leave requests, viewing past statuses, and deleting requests are also performed here.
• Hourly Leave Management for Selected Personnel: Explains how to add, edit, and delete hourly leave records for a specific personnel.

Personnel Leave Management

The Personnel Leave Management screen is an interface used to manage employees' annual leave and other leave types requests. Through this screen, you can create, edit, view existing leave requests, and delete them.

• Personnel Leave Management Screen: You can track employees' leave records, add, update, and delete leave requests. This screen includes leave types and durations such as annual leave and daily leave, and shows the remaining annual leave days.
  • Remaining Annual Leave Days: Displays the employee's annual leave status.
  • Personnel Leave List: Shows the request date, start date, duration, end date, status, and relevant actions of the leave request.
  • Leave Types: Details of leave types for employees, such as paternity leave, maternity leave, sick leave, etc.
• Leave Management for Selected Personnel: Explains how to add, edit, and delete leave records for a specific personnel. Additionally, this section covers the status of leave requests and the viewing of conflicting leaves.

Personnel Advance Management

The Personnel Advance Management screen is an interface used to manage employees' advance requests. Through this screen, you can create, edit, view, and change the status of advance requests, as well as delete them.

• Personnel Advance Management Screen: You can track employees' advance requests, view the type, year, period, and amount of advances, and perform advance addition, updating, and deletion operations.
  • Periodical Advance Status: Displays the employee's advance status for the relevant and previous periods.
  • Personnel Advance List: Shows the year, period, type, description, request date, amount, and status of the advance requests. Editing and deleting advance requests are performed here.
• Advance Management for Selected Personnel: Explains how to add, edit, and delete advance records for a specific personnel. Also provides information on the status of advance requests.

Personnel Entry/Exit Management

The Personnel Entry/Exit Management screen is an interface used to track employees' entry and exit records at the workplace. Through this screen, you can view entry and exit records, add new records, and manage existing records.

• Personnel Entry/Exit Management Screen: Tracks employees' workplace entry and exit records, includes entry/exit date-time, location-device information, payroll date, record information, and operator information list. Entry/exit addition, updating, and deletion operations can be performed.
  • Entry/Exit Records: Includes the list of the employee's workplace entry and exit records, location type, location, device name, payroll date, entry and exit date-times, record information, and operations.
• Entry/Exit Management for Selected Personnel: Explains how to add, edit, and delete entry-exit records for a specific personnel.

Personnel Shift Management

The Personnel Shift Management screen is an interface used to manage employees' shift records. Through this screen, you can view employees' assigned shifts, assign shifts to employees, and delete assigned shifts.

• Personnel Shift Management Screen: Manages the shift records of employees, including the start and end times and the assigned dates. It also displays the activation status of the assigned shift. Shift addition, updating, and deletion operations can be performed.
  • Personnel Shift List: Shows the list of the employee's shift records, including the shift name, start and end times, dates, descriptions, activation status, and operations.
• Shift Management for Selected Personnel: Explains how to add, edit, and delete shift records for a specific personnel.

Personnel Salary Management

The Personnel Salary Management screen is an interface used to manage employees' salary records. Through this screen, you can create, edit, view, and change the status of salary records, as well as delete them.

• Personnel Salary Management Screen: You can track employees' salary records, view the type, year, period, and amount of salaries, and perform salary addition, updating, and deletion operations.
  • Periodical Salary Status: Displays the employee's salary status for the relevant and previous periods.
  • Personnel Salary List: Shows the year, period, type, description, request date, amount, and status of the salary requests. Editing and deleting salary requests are performed here.
• Salary Management for Selected Personnel: Explains how to add, edit, and delete salary records for a specific personnel. Also provides information on the status of salary requests.