In general the personal administration allows the assignment of transponders to employees. The further functions may differ according to booked options. This affects the default work- and pause time, the assignment to Reiner SCT and the driver data for further digitacho specific reports.
Default functions
Overview
The following options may be available on top of the page:
Refresh | Reloads the whole list | |
Add person | Switches to input dialog to add a new employee with its data | |
Set worktime for selected | Opens the dialog to change the work and/or pause time of all selected persons | |
Delete selected persons | Deletes the previously selected persons with all assigned following cards | |
Transpondersearch | Finds all new transponders registered within last 7 days | |
group assignment for selected persons | Opens a dialog to assign one or more groups to previously selected persons |
The basic table with personal data consists of following columns: name, personal key, activation date (of personal key) and action.
Add person
The available input fields of this menu also differ with booked options. With basic functionality it is possible to enter a person name and an according transponder key. Klicking save personal data will save the inputs and return to the overview list.
The data are structured into multiple areas depending on currently booked options.
Common data
You can define the name and the personal key here. Driver cards have an expiration date, so it is also possible to set thes expiration date here. This date does not affect any report!
If any personal group defined before, the person can be assigned to one or multiple personal groups.
Time management
With timerecordings activated, you can define the default work- and pause time for the person here. The behaviour of the time specific reports and the work- and pause time calculation is changeable via [Administration] -> [Timerecording]
Reiner SCT
Using the timecard connector will require this specific data set.
Driver data
The digitacho driver management requires some specific data. This data can be set here. The expiration dates here are only for own control too! Required inputs are birthdate, date since when the driver is an employee and at least one document number.
Driver rating
For driver behaviour report a minimum shift idle time has to be set. This is the idle time where 2 different work states will be divided into 2 working days. This assignment only affects the report behaviour because there the digitacho driver reglementations must not be stringent.
Edit personal data
The mask is similar to the add mask with prefilled input fields. But there are some special rules for editing some values.
Changing the name will delete the old person and create a new entry with the latest personal key as only key. The only exception is the first name assignment for "new transponder" entries after the transponder search.
A transponder key also can not be changed. Entering a new transponder key will result in using this key as following key. The old key will be still assigned to the person.
This rules ensure the correct assignment for reports!
Delete selected persons
Previously marked persons can be deleted here. Before the persons will be deleted there will be opened a dialog to ask if you really want to delete the persons. After a person was deleted the transponder key can be assigned to another person. But the transponder will not be shown as new transponder using the transponder search! If the person has one or more following keys this will be deleted too. Deleting a single following key will be possible using the action edit following keys for the person.
Transponder search
The transponder search checks all personal identifications at all vehicles within the last 7 days for an unknown transponder. To get the current progress there will be shown, which vehicle will be computed at the moment.
If no new transponders were found, an according message will be shown, otherwhise you can see a table with all transponder keys found. For each of this transponder keys the vehicle and time of occurence will be shown. The last column allows to directly assign this key to a person. This can be an existing person, then the key will be assigned as following key or a new name. If no name is assigned the transponder will be stored for new transponder. This assignment can be set later to the correct person.
Assignment to a personal group
If one or more person was selected before, a menu will be opened to assign one or multiple personal groups to this person selection. The assignment can be done only to existing groups. To create a new personal group please go to personal groups tab. The save mode allows to either add the selected groups and let probably other assignments for the persons untouched or to set the groups as the only assigned groups for the persons. This means all earlier other assignments for this persons will be deleted.
Set worktime for selected
If time management module is available this option will be visible to modify the target work and default pause time for one or more persons. In this case the table itself shows the current settings in 2 additional columns (target worktime and default pausetime). Leaving one of the inputs blank (--:--) will result in no change of this setting for the persons. So it is possible to change the pause time for all but let different worktime assignments untouched. The assignment of this times will be also available on add or edit a single person.
Reiner SCT
To assign the persons to the external Reiner SCT solution the table will be extended with the columns employee number and card number. This allows the automatic assignment of bookings into Reiner SCT.
Digitacho driver
Using the digitacho interface will result in most comprehensive extension of data. The driver card will replace the function of the regular transponder key. So the driver will do the authentication just by inserting his driver card into the digitacho. Because this card also has a limited validity, it is possible to enter the date of expiration to have an overview, which driver does need a new document. To fill other driver specific documents such as Attestation of activities there are additionally columns to get the id and expiration for the identity card, driver licence and passport. Additionally there will be an extra input for driver birthdate and start date of undertaking on create or edit the driver data. Using the default view via [Administration] -> [Personal administration] this columns will not be visible but can be added in settings tab.
Settings
The settings menu allows to change the default value for the visible rows and the order and visiblility of table columns.
To change the column configuration just drag the column names in the desired order or move the columns between the pool and visible lists. Using the driver specific columns for authentication documents it is also possible to show only the expiration dates and let the exact numbers only appear as mouse over effect. So the table may stay a little bit more narrow to keep a better overview. To get the default configuration just click reset to defaults. To save the column configuration use save configuration instead.