Resource planning and leave management

Context:

Camille organizes annual reviews to assess each employee's performance. During these internal meetings, Herpin employees undergo an evaluation interview with their line manager Yves, based on specific questionnaires prepared for each position, while the line manager reviews the tasks completed.

In fact, every employee can submit a leave request, and as soon as a request is made, Camille receives an automatic notification to approve it, ensuring effective tracking of absences and availability.

Implementation in SIMAX

HR questionnaire

Under HR > Training and Skills > HR Questionnaire.

It creates HR questionnaires for each position using the questions asked in the HR questionnaire.

Annual interview

For an assessment of each employee, go to HR > Training and Skills > HR Interviews and [[New]].

[Mission assessment]:

A mission assessment is carried out by the N+1 manager.

Note:

Annual interviews are resource plans and therefore appear in the planning schedule.

Leave request

From HR > Leaves > All leaves.

SIMAX then automatically calculates the duration of leave, taking working days into account.

Note:

After saving, the request will appear in the list of Leave to be approved. If the N+1 is entered in the employee's file in [Team] via HR > Leaves > Leaves to be validated, they will see the leave requests from their team that still need to be approved.