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 Pro 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 Pro 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 Pro 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 Pro's 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.

 

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 Pro 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 Pro 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 Pro (requires a scanner) or link to saved documents on your computer or network. Employee information is just a click away in Staff Files Pro.

 

Preview Template
Preview the selected HR document templates in the preview form displayed in a pane located just below the library pane. Review the HR document template before publishing.

 

Publish Window
Enter company information in the Company Information to be Published fields of the Publish window and then Publish the template to become a document in the Published Documents folder. The company information is already entered in the Published Documents.

 

Preview HR document
Published documents appear in the appropriate Published Documents folder and can be viewed in the preview pane or edited in Microsoft® Word. Easily peruse through published documents in the preview pane.