The Employee day-to-day tab
Each tab is composed the same way: the list of tables on the left and the tables on the right.
Follow-up tables have common characteristics:
their display can be customised;
they display employees depending on the authorisations and role of the user, as long as the setting made by your administrator;
some tables display data depending on specific criteria: hover the
icon below a follow-up table to see these criteria;the majority of tables have an Actions column, allowing you to do one or more actions.
In each table, the number of rows per page in the follow-up table, and the order and appearance of columns are modifiable to create a custom view for the logged-in user.
To choose the number of lines of each table:
Click on the
icon on the top of the table.Select the number of line per page.
The table update is immediate and is saved for your next log-in.
To configure displayed columns, click on Columns on the top of a table:
Click
to pin a column to the left side of the follow-up table.Click
, or the name of a column, to select it for repositioning it in the list by drag and drop.Click
to hide a column from the follow-up table.The icon displays with a strike through bar
and the column name moves to the bottom of the list.Also, a
means that the column is locked in display mode by either your Administrator or Cegid HR and cannot be hidden.
Click Apply to save your new configuration.
On all follow-up tables, a button Export is available at the top right.
This button allows you to export table data in CSV format according to the following rules:
The exported data is that displayed in the follow-up table: the user's authorizations and rights are taken into account.
The column display settings (visibility and order) are retained.
The export format respects the culture parameters of the user who starts the export (separator in comma or semicolon format and language of the column headers).
The name of the exported file is in a default format: Export_[Followuptablename]_[YYYYMMDD][hhmmss].
Only the dashboard Onboarding groups does not have this button: it is necessary to click on 
> Onboard to display the group's employees and export them.
This tab contains the follow-up tables you use to take actions and monitor other aspects of the employee life cycle.
This table displays employee and their medical check-up depending on:
the check-up status;
the check-up date.
Display criteria that have been added by your administrator are visible by hovering the icon 
. Please note: for an employee to appear in the table, the Group start date field in the Key dates data section must be filled in.
From this table, you have the name of the employee and information on the check-up.
From this table, you can click on Update status in the Actions column to rule the relevant medical check-up.
Employee medical check-ups are added to the Medical check-ups data section of the employee file: the Medical check-up event is used to schedule check-ups and ensure follow-up.
To start the Medical check-up event, you need to go to the Medical check-ups dashboard, accessible from the Employee day-to-day tab on the home page.
To start the event, from the dashboard:
In the Actions column, click Update status in the row for the employee concerned.
Fill in all mandatory fields.
At the top right of the page, click Confirm to save your changes.
You will automatically return to the employee file.
This table displays employees:
for whom the leave ends in less than three months;
for whom the leave has ended less than three months ago.
From this table, you have the name of the employee and information about his contract and the relevant leave.
If an employee has several leaves that respect the criteria, his name appears several times.
From this table, you can click on Update status in the Actions column to rule the relevant leave.
Leaves of absence are entered directly in the employee file and are linked to a contract.
They are created in specific cases of suspension of the employment contract, with the reason agreed between the employee and the company (sabbatical leave, parental leave, etc.): the Leaves of absence event is used to decide on a period shortly before the end date.
To start the Leaves of absence event, you need to go to the Ending leave dashboard, accessible from the Employee day-to-day tab on the home page.
To start the event, from the dashboard:
In the Actions column, click Update status.
The information for the period appears.
Fill in all mandatory fields.
The Reason for leave of absence field is already filled in and cannot be modified.
Modify the End date field if necessary.
In the top right-hand corner, click Confirm to save your changes.
This table displays employees:
whose work permit is expired or expire in less than two months;
whose residence permit is expired or expire in less than two months.
From this table, you have the name of the employee and information about his situation and the relevant document.
You can click on the name of an employee to access his file.
This table displays employees requests made through the Employee Self-Service with validation.
From this table, you have the name of the employee and information on the request.
From this table, you can click on Verify in the Actions column to rule the request.
