To simplify the user experience and the search within the portal, we offer you the following step-by-step instructions and tips and tricks for quick and successful document searches. They’re ideal for new users wanting to learn the essentials of the system.

In this chapter:

Why the "activity stream" is not suitable for search
How to find your documents
FAQ - How to quickly locate what you’re looking for

Why the "activity stream" is not suitable for search

For starters, it’s important to realize that the activity stream is not suitable for searching. To search for document, please instead use the search function in the archive.

The activity stream is an i-DOS feature designed to give users a quick overview of the latest activities in the application. The module is not appropriate as a search function. For more information on the activity stream, see the "Released" section.

How to find your documents

You start your search by clicking on "Search" in the menu item "Documents." Your files and documents from the current payroll accounting are made available to you in the document type "Payroll" This document type is the system default setting (DropDown Type*).

By clicking on the blue "Search" button below, the system displays a results list of the previous 50 files stored in this document type. At the bottom of the screen, you have the option of scrolling to other results list pages.

Filter by the current year and the last month to get a better overview of the reports stored in the archive in the last payroll run.

Are you looking for a specific document? Sort the results list according the name by clicking on the "Document/File" column heading. (Note: If the names are not completely legible, you can also drag the width of the column.)

Click on the document you are looking for in the list. In the preview, you can get a glance at what is hidden behind the document name. We have also compiled the most important reports in our online manual. The names currently differ depending on whether your payroll is settled in SBS (locations Hamburg, Itzehoe, Lünen - click here for the SBS Reports table in the manual) or LohnAs (locations Berlin, Dresden - click here for the LohnAs Reports table in the manual).

Familiarize yourself with the names of the documents by previewing all the documents with different names one by one. You may notice that some documents (e.g. xml-files, csv-files), although few, cannot be displayed in the preview. To check the contents of these files, please use the "Download" button to display the files locally on your system.

FAQ - How to quickly locate what you’re looking for

You don’t know what the report you are looking for in the Digital HR Office is called? Before wasting your time, take a look at our listings in the online manual or open a support ticket. We are happy to help you.

You have a good idea of what a report is called? Enter a distinctive part of the name using wildcards in the "Document/File" filter field and click Search. For example, you can use *fi* to find FiBu_Export file or *lo* to find Lohnjournale (payroll journals), Lohnscheine (payroll documents) and Lohnsteueranmeldungen (wage-tax returns). (You can find more information on searching with wildcards in the section "Know How").

Are you looking for a document related to an employee? Search in the filter field "Employees" with wildcards for part of the name or even the personnel number. For example, schm* displays the documents that refer to Mrs. Schmal, personnel number 13 as quickly as the search with *13. (schm*, though, would also show the documents of Mr. Schmidt; to narrow the results, use the personnel number).

You don’t know the name of a document, but can classify it according to its use? Use the "Category" filter. Employee-related documents can be found under the category Personnel, documents on payment transactions under Bank, documents on social insurance under ... you guessed it!

You no longer know the settlement month, but approximately when the document was created? Use the "Date" filter field. You can also specify time periods. The creation date of the document is decisive, not the payroll month for which it was created.

Still can’t find what you’re looking for? Please send a request to our support, who will be happy to assist you.

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