The partner keeps the personnel file as the employer. Head office does not see the teams' personnel files. Employees can read their own file under “My personnel file” in their profile.
Open a file
Open “Menu” → “Team” → “Staff”.
Tap the person in the “Team” list. “Search name” finds them faster. “Employee list” under “Tools” shows everyone as a table.
The file is one long page with cards: locations, leave account, working time account, working time model, working from home, pay, checklist, equipment, personnel questionnaire, further details, qualifications, development, pay preview, core details, “Employee documents” and, at the very end, “Block access”. In the browser, the bar at the top takes you straight to core details, documents, qualifications, equipment and access.
If a person has no file yet, the employee list shows “no file” and, next to it, “Create file”. Enter the core details in the file and save; after that you can also request the personnel questionnaire.
Keep core details up to date
The core details form has the blocks “Employment” (position, weekly hours, leave days per year, start date, probation, fixed term, leaving date), “Person”, “Emergency contact” and “For payroll” (personnel number, pay type, social security number, tax ID, IBAN). You save with “Save”. If someone changed the file in the meantime, load it again with “Reload”.
Upload a document
In the file, tap “Add a record”.
Enter a “Title” and choose the “Type”, for example “Employment contract”. Add “Valid until” and “Signed on” if needed.
Under “File (PDF or photo)” choose the file (up to 20 MB).
Tick “Employer only” if the person should not see the document, and tap “Save”.
- In the browser
- File and details in one step.
- In the app
- First create the document with title and type, then attach the file with “File (PDF or photo)” or “Take photo”.
Checklists for joining, probation and leaving
As soon as the file has a start date, an end of probation or a leaving date, Symiko creates the matching “Checklist” with due dates. You can tick off every item, the person only their own. Head office maintains the templates under “Menu” → “Team” → “Checklist templates”.
Block access
If you enter a “Leaving date”, access to Symiko ends on that day; the file shows “Access ends on …”. You can block access straight away with “Block access” and open it again with “Restore access”.