General Tab
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.

 

Wages Tab
Maintain current and historical wages, notes, pay rates and raises. With Staff Files you can keep salary information and other personnel data confidential with customized security settings.

 

Benefits Tab
Define benefits offered by your business and track eligibility, enrollment and withdrawal dates. Use the Benefits tab to document employee/employer contributions, beneficiaries and dependents. Staff Files stores each employee's benefit history along with any notes.

 

Accruals Tab
Easily track employee sick time, vacation, and personal leave with auto or manual accrual entries. The accrual ledger view displays time accrued, taken, projected and current balance. Accrual policy setup is easy with Staff Files' step-by-step Auto Accrual Wizard to guide you through a series of questions, using your answers to set up auto accrual calculations based on hire date, trial periods, seniority, and more.

 

Training Tab Record training, certification, and license information for each employee, including title and type of training, start/effective dates, end/expiration dates, hours, costs, notes, agency and location. The expiration dates can be set as a reminder which will automatically remind you of upcoming training requirements.

 

Evaluations Tab
Conduct and track employee evaluations or print a blank evaluation form to use a discussion guide during employee performance reviews. You define evaluation categories, enter comments and employee ratings, and Staff Files will automatically calculate total and average scores.

 

Reminders Tab
Set reminders for upcoming anniversaries, benefit eligibility, performance reviews, I-9 renewals, birthdays and more. Reminders automatically appear and you have the option of turning off one, several, or all reminders.

 

User Tab
Every business is unique, and Staff Files gives you the flexibility to customize field labels, check boxes, and calendar control fields. The User tab allows you to track important information that is specific to your business.

 

Documents Tab
Keep important documents at your fingertips. Store and display images and documents by scanning directly into Staff Files (requires a scanner) or link to saved documents on your computer or network. Employee information is just a click away in Staff Files.

 

Separation Tab Staff Files enables you to save so much time responding to job verification calls for previous employees and hold information about former employees including separation data without the clutter! Names of employees can be easily filtered between active and inactive employees, which helps find the employee you are looking for. Then, find the separation date, comments, and an OK to rehire checkbox in the Separation tab.

Security Settings You can share, yet still secure, confidential personnel records with the multi-level password system. Set read or write access to all tabs, restrict access to certain tabs, or set manager access to view information for a particular manager’s department only.