Keep employee information in one place
Store personnel and employment information including name, address, home, work, Fax and cell phone numbers, hire date, social security number, EEO data, W-4 status, I-9 renewal date, and much more. Staff Files also works with QuickBooks® and Microsoft Small Business Accounting®, so you can easily import employee data at the click of a button.

 

Easy navigation
Staff Files organizes data in virtual tabs to make employee information easily accessible. Each tab contains fields and note areas for storing information for each of your employees. Staff Files tabs include:

• General
• Emergency
• Wages
• Benefits
• Accruals and Time Off
• Training and Certification
• Performance Evaluations
• Reminders
• Notes
• User Defined Fields
• Documents
• Separation

 

Keep track of accruals and time off
Staff Files keeps the answers to questions like "How many vacation hours do I have left?" right at your fingertips. The Accruals tab tracks sick time, vacation, personal leave, and any other time accruals that you define by showing hours accrued, hours taken, and the balance remaining. Staff Files can also automatically calculate time accrued based on how your business works. The auto accrual policy wizard makes it easy to create accrual policies that will automatically add time to employee accrual accounts based on the answers you provide in the step-by-step wizard. And it's easy to view or print accrual policy settings at any time.

 

Track the information you want to track
All businesses have specialized employee details that they need to track. Staff Files allows you flexibility in customizing the application to work the way you do. Editing a field label is as easy as clicking the label and changing the text. Your changes will automatically appear in menu options and reports throughout the Staff Files application. The User tab is a collection of 20 user defined text, calendar and checkbox fields, ready for you to customize! In addition, you can use the Notes tab to store unlimited notes for each employee – information regarding dependents, warnings, education, awards, and more.

 

Keep personal information and documents safe and secure

The Documents tab lets you keep all of your employee information organized in one place and control who has access to confidential information. Scan paper copies of documents you want to store and display in Staff Files like passports, applications, resumes, etc., or link to saved documents or images on your PC. The security settings in Staff Files allow you to restrict access to one or more tabs or departments or any combination of the two. Database passwords and read-only or data entry rights allow you to take security to the level you need.

 

Multiple Import Options
You can import employee information into Staff Files at the click of a mouse if you have QuickBooks®*, Microsoft Business Accounting®, or wish to import from a text file. If you add an employee or change employee information in QuickBooks, you can also define settings to allow synchronization between a subset of employee contact fields. Easy import mapping wizards make importing employee data a breeze.

*QuickBooks import options require QuickBooks Pro/Premier 2003 or Enterprise Solutions 2.0 (or newer versions).

 

Create reports and templates
Staff Files has 23 reports that correspond to employee information already entered in the program. Print professional-looking reports for individual employees, or a full staff report. Employee checklist and evaluation templates make it easy to record and collect the information you need. Preview reports by department, location, position, seniority, or by any group of employees. Save, print or e-mail any of the reports and templates with just one click. You can also convert documents to PDF or RTF files for easy electronic storage and distribution.

 

Publish Letters and Mailing Labels
Improve communication with your employees! The Create/Edit Letters and the Publish Letters features let you create and send employee correspondence in a fraction of time. Using Microsoft® Word you can create and customize your own letters populated by various fields from your Staff Files database. Or, you can edit and publish any of the 34 human resource letter templates already included for you. Printing mailing labels is just as easy with ready-to-use Avery template settings.

 

Publish HR Documents
[Pro edition only]
Six employee handbooks and more than 130 office policies, 75 job descriptions, 50 HR forms, and a library of ready-to-print IRS forms and U.S. Department of Labor posters gives a large array of options for your human resource management and documentation needs. All HR materials are pre-written and available as easy-to-use Microsoft® Word templates. Company name, address and logo are automatically applied to each published document providing a consistent look to all of your company’s documents. Simply chose the template important to you, publish it with your company information and then edit, if necessary, according to your business’ needs.