People Development
Workforce, units & import
対象事務
Employees with unit, role and manager, the organisational units and the bulk import via CSV.
目的#
Without structure no assignment: who belongs where, who leads whom. From this follow automatic learning paths, the manager's view and the target values of the competencies.
使い方#
クリック手順People developmentWorkforce
- 1Open “People development” → “Workforce”; three tabs: employees, units, roles.
- 2“Create employee” or search; per person unit, role, position, date of joining and manager (図 1).
図 1 The employees with unit, role, position, date of joining and manager. - 3Under “Units” create divisions, departments, teams and locations with a parent unit and a head.
- 4Under “Roles” create the roles to which the competency target values are attached.
- 5“Bulk import (CSV)”: choose or paste a file, check the preview and adopt it.
設定とスイッチ#
- テナントごとに切替可能既定：オンモジュール：Personal & Weiterbildung
The bulk import#
- Columns: first name, last name, email, personnel number, unit, role, position, date of joining, manager (email), employment.
- Separator: semicolon, comma or tab; at most 2 MB.
- Existing employees (same email address or personnel number) are updated, missing units and roles are created.
- The preview shows rows with errors — they are not imported — and ignored columns.
ヒント#
- A sign-in is linked as soon as someone with the same email address signs in at this company.
- The head of a unit sees all their employees under “My team”.
自分で試す#
QR コードを読み取るか、ボタンを押してください
架空のサンプルデータでデモ用の役割を開きます — 登録不要。
自分で試すhttps://kurs.balzac-publishers.com/api/g-uds/enter?persona=personal&next=%2Fakademie%2Fverwaltung%2Fbelegschaft
関連する機能#
- Human resourcesMaster data of all employees; onboarding checklists, positions & organisation, contracts and absence build on it.
- People development at a glanceLearning paths, assignments with deadlines and every employee's own area — the basic surface of people development.
- The manager's viewManagers see their team's onboarding, mandatory training and competencies, send reminders and write their feedback on the onboarding.