Personnel Administration practice case-one-stop employee experience
1. Case Background
Newcomer entry. The artificial application process for employees to apply for resignation is complicated, and paper data archiving is easy to be lost. Verbal work handover will make the work docking person unable to remember the handover matters, the following intelligent personnel management cases make it easy to manage.
2. Achieve results
💡Automatic employee induction guidance
💡Automated approval of employee turnover
💡Score employees' comprehensive ability
3. Demo Video
Video source YIDA video manual Hello! Low code personnel administration practice case (first lecture), YIDA video manual document provides more teaching videos.
Further reading:https://www.yuque.com/yida/video/dazke6
4. Procedure
The entire tutorial requires three forms: Entry Registration form (General form), resignation application form (flow chart), and employee evaluation form (General form).
4.1 Entry Registration Form
4.1.1 Step 1: form design
Create an entry registration form and collect important information including the employee's name, phone number, and work experience. Field settings are required to prevent missing fields.
The phone field is a single line of text and is formatted as a mobile phone. You can check whether the number filled in by the personnel meets the mobile phone number.
4.1.2 Step 2: Address Book newcomer entry trigger event
When the Enterprise address book has newcomer entry, you can create an entry guide group, send a message to invite new employees to fill in the entry registration form, and create to-do tasks for new employees to prevent forgetting.
(1) New Integration & Automation
Because automation is triggered by more contacts, select the contacts connector in the application event trigger.
Connector: Address Book
Trigger Action: add contacts
(2) create an induction group
Connector application selection scenario Group
Select application
Select create scenario Group
Select execution action
The group member list, Group owner, group name, and whether the group can be managed in the execution action are all required fields.
Note group member list: Select the userid of the employee returned when the application event is triggered.
Configure execution actions
(3) send a message to invite new employees to fill in the entry registration form
Connector select message application
Select application
Select send message to Enterprise Group
Select execution action
The execution action is configured as follows. The message content can be customized;
Group Session id: Select the group session id in the result set of the scene Group connector above.
Attention: because the new employee does not enable user account authorization in the YIDA platform management, you need to enable login-free access to the entry registration form and copy the login-free access address for the new employee to fill in.
Configure execution actions
(4) create to-do lists for new employees
Connector selection to do 2.0
Select application
Select create to-do task
Select execution action
Configure the execution action. The to-do task owner and the to-do task executor all select the userid of the employee returned when the application event is triggered.
Configure execution actions
4.1.3 Step 3: New employees fill in the entry registration form to trigger events
New employees fill in the entry registration form and automatically create to-do tasks to HR or supervisor to remind supervisor to guide newcomer entry.
(1) New Integration & Automation
Because automation is triggered by filling in the entry registration form, select form event trigger-created successfully.
(2) create to-do tasks for HR
To-do 2.0-create to-do task-to-do task owner, to-do publisher, and to-do task executor select the corresponding supervisor or HR
Select application
Select execution action
Configure execution actions
4.2 resignation application form
The employee initiates the resignation application, and the supervisor and the second-level supervisor approve it, hand over the work, and settle the salary financially. Component settings are required to prevent missing.
Attention: The approval will be triggered after approval. Proceed with caution.
4.2.1 Step 1: form design
Create a resignation application flow chart
Create flow chart
Component configuration
Set the formula USER() and read-only for the employee field to prevent others from submitting instead.
Member component formula configuration
4.2.2 Step 2: Process and connector settings
Go to the process design page of the resignation application form first.
(1) add supervisor to-do connector
To-do 2.0-create to-do tasks and create to-do tasks for supervisors (approvers)
Add connector node
Select application
Select execution action
Task owner and task executor: Supervisor (next node approver)
Task publisher: the employee field of the current form.
Configure execution actions
(2) add approver
Select a multi-level supervisor or corresponding approver to approve the resignation process
Attention: when selecting a multi-level supervisor, make sure that the supervisor is set in the DingTalk organizational structure.
Add approver node
Set approver
(3) add to-do connector for work handover
Agent 2.0-create a to-do task and create a to-do task for the work handover. For more information, seeAdd to-do connector for supervisor
Task owner and task executor: job handover person Field
To-do Publisher: the employee field that applies for resignation
Description content: job handover content field
(4) Add approver
Select the member field in the form-work handover person to hand over the work content.
(5) add and delete the employee connector
After the above work handover person approves, the resignation person is automatically deleted. The following connector configuration is required.
Add connector
Connector application select Address Book
Select application
Trigger Action select Delete user information
Select execution action
Action: specify the user as the employee field of the current form.
Configure execution actions
(6) add financial personnel to-do connector
To-do 2.0-create a to-do task to settle the salary for financial personnel. For more information, see Add to-do connector for supervisor
(7) add executor
Select a designated member (financial personnel)
Set executor
4.3 employee evaluation form
It is convenient to make a comprehensive evaluation of employees' working ability, teamwork and interpersonal communication.
GRADER: Member Group Price. Set the formula USER() to obtain the current login person and prevent others from submitting it on behalf of others.
Scoring item: a radio component that allows you to edit the display value and option value in batches.
Total score: set the formula to calculate the sum of the scoring item option value. If you do not want employees to see the total score, you can set the component to hide and set the data to be submitted all the time.
5. FAQ
5.1 Why do I need to log in when I click the employee entry registration form?
Because the new employee does not enable user account authorization in the YIDA platform management, you need to enable login-free access to the entry registration form and copy the login-free access address for the new employee to fill in.
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!
-------------------- Welcome to follow US--------------------
