New user page - New look and features

Modified on Mon, 10 Aug at 2:35 PM

Introduction

The People / Employees module of AGIR allows you to centralize all user information in a single place, integrating personal data, documents, permissions and history in a simple and organized interface.

This module facilitates Human Resources management, ensuring greater control, traceability and organization of information.

See this article to learn how to enable the new user page.

1. Access the employee profile

When accessing a user, their profile is displayed, with a summary of their information.

In this area you can quickly consult:

Name
Position
Username
Email
Status (active/inactive)
Language

2. Profile tab

In the Profile tab you will find the employee's full record.

Available information:

Main position
Department
Company
Hierarchical manager
Contract type
Work location
Employee number
Admission date
Vacation days
Notes

Available settings:

User type (internal/external)
AGIR Office Web Activation
Activation of two-factor authentication (2FA)

This section ensures centralized management of the employee's data.

3. Personal Data Section

Within the Profile tab, the Personal Data subsection is available, with detailed information about the employee.

Available information:

Name and full name
Title
Date of birth
Phone and mobile
Address
City and postal code
Identification document (Citizen Card / ID)
Tax identification number
Social security number
IBAN
Notes

This section allows you to consolidate all relevant personal information for administrative and documentary management.

ATTENTION : AGIR does not require personal data. The only field required in this menu will be the Employee Name.

4. Documents tab

In the Documents tab, you can manage all documentation associated with the employee.

Main features:

View the user's documents
Create new documents and actions

Add new items

In the upper right corner you will find the button, which allows you to add new items to the employee's document management.

Addition menu accessible via the button, allowing you to create new documents, actions or checklists directly on the employee's record.

Through this menu you can add:

Document Checklist
To structure sets of mandatory documents associated with the employee (e.g.: onboarding, certifications, compliance).
Actions Checklist
To define tasks or processes to be completed associated with the employee.
Document
To upload new documents directly.
Action
To record individual actions related to the employee.

Structure by HR Checklist

Documents can be organized into checklists, such as an Employee Onboarding and Compliance checklist.

See this article to learn how to create a Human Resources Document Checklist.

5. Permissions tab

In the Permissions tab you define the employee's access to AGIR Document and Process Workflows.

You can configure:

Global permissions in the Workflow (Administrator and Consultant). See article.
Permissions by step. See article.
Global application permissions (AGIR Administrator, Equipment Manager and People Manager). See article.

This feature ensures that each user has appropriate access for their role.