Group and employee e-file – functionalities
The eFOB application allows you to view employee documents in two modes: group or employee.
Changing the viewing mode is available under the folder icon in the filters and actions section above the document list.
When editing viewing modes, the user can save their changes using the VIEW function. More in the article:
https://www.efob.pl/pomoc/widoki-i-kolumny-w-tabelach/
Switching eFolder Mode
Group mode
Group mode (default) allows you to view all employee documents and manage them en masse.
Navigating through the group e-folder is made easier by the left side panel with folders.
Above the list of documents, there are quick filters for the signature status (signed, unsigned, with errors), the current e-Folder view (arrangement and column categories) and file type filters (pdf, photos and images, documents, text, ZIP) and actions: e-Folder export and document signature.
Group mode window
The top bar of the application includes an advanced search engine that allows you to search by document parameters (metadata) or employee data. After expanding the selected section, available search fields will be displayed.
Searching by document parameters
Search by employee
Employee e-file
After switching to employee mode, the employee search engine will be displayed under the navigation path (breadcrumb).
The search engine allows you to quickly search by name and surname. We can also use the button next to:
Advanced search button
This button allows you to open an advanced search engine that allows detailed searches, including by PESEL number or identity document:
Employee search advanced
After selecting one employee, the document view will change the display mode to the individual e-folder (of the selected employee).
If the user provides ambiguous parameters during the search (e.g. a name shared by many employees), the system will display a window with all matching search results for a given term, with the option of further filtering and selecting a specific employee.
The employee e-file mode allows you to add specific folders, browse them and add documents.
To add a folder for an employee, select the folder with permissions to create specific subfolders in the side menu.
After selecting the appropriate folder, the NEW FOLDER option is activated, available under the NEW button:
New folder button
Adding a subfolder
Multi-folderIn the eFOB application, it is possible to create and assign many eFolds to one Employee. This functionality enables:
- easy organization of documents, e.g. from various employments
- quickly transfer documents between e-folders and at the same time have a collective view
- calculation of document retention for each e-file and employment based on the employee's employment period, i.e. 50 years for old employments (before the amendment to the Act) and 10 years for newer ones
- export/import of multiple Employee e-Files in separate folders
Selecting one of the e-folders
Adding a new e-Folder