The Digital Personnel Office is a Data Management System (DMS) for digital filing of documents and files. A logical filing scheme is required to quickly find your documents and files in the DMS. The Digital Personnel Office has been developed to fulfill this requirement.

There are 4 different Folder-Types that differentiate depending on the purpose of use:

Storage Folder → for archiving of data (Personnel Files, Not Related to Personnel, Templates)
Exchange Folder → for sharing data with a defined user group (Exchange with Paychex, Exchange with Employee, Exchange with CPA)
Upload to Employer Folder → Data must be re-indexed for permanent storage in a Storage Folder
Payroll Folder → Please note that own data cannot be uploaded and indexed into this folder, and imported data from this folder cannot be transferred to another folder.

In order to quickly find your data, please consider the following when indexing:

Clear naming oft the documents
Consistent categorising of documents of the same type
Fillling out as many of the indexing fields as possible
Indexing of documents/files in Type "Upload to Employer" for data that you would like to permanently store in the Personnel File of an employee
Re-indexing of documents that have previously been (intentionally or mistakingly) indexed differently.

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