Personnel Administration practice case-employee information management system
1. Case Background
In the past administrative management, the basic information of employees was registered on paper, and the workload was heavy. It was inconvenient to keep and consult the data; The personnel department changed the paper application for approval, and the leaders often went on business trips and could not review it in time.
Now follow the playback video and Operation steps of the following live course to build an application to solve the above difficulties.
2. Achieve results
💡HR efficiently maintains employee positions, assessments, and other information
💡The supervisor learns the employee's position transfer situation in real time.
💡Automatic data linkage of employee information in different forms
3. Demo Video
Video source YIDA video manual Hello! Low code personnel administration practice case (Lecture 3), YIDA video manual document provides more teaching videos.
Further reading:https://www.yuque.com/yida/video/dazke6
4. Procedure
Prepare 4 forms: basic personnel information form (common form), personnel transfer form (flow chart), employee training record form (common form), employee assessment form (common form), the form type can also be selected according to your needs.
4.1 Step 1: Create a basic personnel information table
The basic personnel information table mainly stores basic information such as the names, departments, and positions of employees. If data is not entered in advance, it cannot be automatically obtained in the personnel transfer table.
4.1.1 create forms and configure components
After creating the application, click Create page> Create form
Create a form
On the form design page, pull component types such as member, department, single choice, date, address, single line text, and subform. The components of the current case design are shown in the following figure:
Form configuration component
4.1.2 automatically calculate relevant information according to ID number
In the above form component, you need to fill in the ID card, gender, and age of the person. To quickly calculate the gender, age and other information through the ID card number, you can refer to the following cases:
Automatically calculate gender based on ID number
Automatically calculate age based on ID number
4.1.3 automatically calculate runing hour based on the entry time
In order to calculate the employee entry runing hour more quickly, now you can calculate the number of years that the employee works in the company through the following function formula field. You can directly copy the code to the formula editing office of the numerical component.
Note: replace the date interval component with the date interval component in the form.
{"text":"ROUND(CASCADEDATEINTERVALV2(日期区间组件,\"d\",\"2\")/365,1)","marks":[{"from":{"line":0,"ch":28,"sticky":null},"to":{"line":0,"ch":39,"sticky":null},"value":"cascadeDateField_kvre4jur","invalid":false}],"isCmData":true}
Configured screenshot:
Formula editing
4.1.4 enter basic information data of personnel
Enter the information of on-the-job personnel in this form in advance. If there are more personnel, you can import data in batches. For more information, click View. Batch importDocument.
Path: Go to YIDA application> corresponding form> Data Management> Add/import
4.2 Step 2: Create a personnel transfer table
Generally, the personnel transfer table needs to adjust the personnel department or update the personnel position or other information. You can configure it through the following form.
4.2.1 create forms and configure components
Click Create page in the upper-left corner> create flow chart
Create flow chart
After entering the form design, use component types such as members, departments, single choice, and single line text on the form, as shown in the following figure:
Form configuration component
4.2.2 configure data linkage
Since the personnel transfer form needs to automatically identify the basic information of the selected personnel, the data linkage function needs to be used. For more information, see:Data Linkage
You can configure data linkage on the corresponding components to automatically link out personnel information, as shown in the following figure:
Data Linkage
4.2.3 configuration integration automation
Integration automation can easily connect data between YIDA forms. Through the configuration and orchestration of data operation nodes, business personnel no longer need to write advanced functions and codes;
For common forms, you must select integration automation for configuration. Flow chart can be configured directly in the process node.
Path: Flow Chart> Edit flow chart inverted triangle symbol> Process Design> add a connector under the approver node> connector select address book> Update User Information> configure execution actions
Configuration integration automation
4.3 Step 3: Create an employee training form
On-the-job training and business empowerment of employees will be carried out irregularly in the workplace, which facilitates the statistics of each training content and the personnel participating in the training can use the form to record, and also allows the data to be stored for a long time.
4.3.1 create forms and configure components
Create Page in the upper-left corner> Create form
Create a form
After creating a form, the form design page consists of single-line text, drop-down single selection, rich text, member components, and multi-line text.
Form component configuration
4.4 Step 4: create an employee assessment form
Regular statistics on whether the training involved by employees is qualified can allow the responsible person to register through the following form.
4.4.1 create forms and configure components
New page> Create form
Create a form
Used in the formAssociated form, date, member, and radio.
Form component configuration
4.4.2 join form data filling
The assessment title field of the employee assessment form is associated with the form component and is associated with the contents of the employee training record form.
Further reading:Associated form
5. Effect display
Personnel before transfer-happy Daily Department  |
Submitted personnel transfer approval form, and automatically transferred to the chairman department after approval by the approver.   |
6. FAQ
6.1 Why is the age and gender not automatically calculated after entering the ID number?
The case automatically calculates the effect of age and gender because the function formula is configured. You need to configure the formula yourself. For more information, seeAutomatically calculate relevant information based on ID number.
6.2 prompt after selecting the address book connector: you have no permission to select an action
Because your current account does not have the management permission of the DingTalk Organization address book, you can contact the main administrator of DingTalk to authorize your account.
The authorization path is as follows:
Mobile: DingTalk open the account of the primary administrator 【Mobile phone DingTalk]-[address book]-[find your enterprise]-[manage on the right]-[Administrator settings]-[set sub-administrator]-[add]/click the corresponding manage group [edit]-[add administrator] and authorize address book application permissions;
PC:DingTalk log on to the primary administrator account[Administration background (oa.dingtalk.com)]]-[Security and permissions]-[permission management]-[management group]-[add] to select the person who needs to be set as a sub-administrator, set the management scope and assign permissions.
YIDA in order to better optimize the content and quality of YIDA user manual, it takes you 3-5 minutes to fill in the document feedback questionnaire. The document feedback questionnaire is submitted anonymously, and the questionnaire information is only used for YIDA document experience feedback collection. Thank you for your support for YIDA!
-------------------- Get the latest information YIDA, welcome to follow US--------------------
