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Personnel management for tax consultancy wanted

IT project from: Tax consulting companyProject no. 15/222: finished
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We are looking for HR management software for our tax consultancy firm. Special attention should be paid to the protection of personal data (access protection, rights concept).

In detail, the software should fulfill the following requirements:

Employee master data

  • Name Date of birth
  • Address
  • Communication
  • Marital status with birthdays Family
  • Preferences
  • Salary with history
  • Vacation entitlement
  • Club membership
  • Honorary position
  • Hobby

Actual situation Employee qualifications (past)

  • Job title
  • Qualifications
  • Specializations
  • Training and education
  • Further training (chronological; by subject area; with print function “Your further training in year 2...”)
  • With search function
  • -> who is a specialist for...
  • -> who has attended which training course
  • -> ...

Training plan 3 years employees (future)

  • Training areas
  • Time requirements (paid hours / free time)
  • Internal/external costs
  • With search function
  • -> Who provides training in the area of ...

Training suggestions

  • Own suggestions per employee
  • Suggestions by team leader / management

Training provider

  • Who (speaker / organizer)?
  • What (topic)?
  • Where?
  • Type of training (external seminar, inter, in-house, advanced training?
  • How much?
  • How long (time and duration)?
  • Past evaluation of measures
  • Performance review?
  • With search function
  • -> Who offers training in the area of ...

Vacation planning

  • Vacation entitlement / vacation consumption
  • Who?
  • When?
  • How long?
  • Substitution?

Employee appraisals

  • Annual review / annual review minutes / feedback meeting
  • Participants
  • Target agreements
  • Target/actual comparison

Employee appraisal

  • Own appraisals
  • External - by team leader
  • External - by management

Suggestion scheme

  • Suggestion system in various categories

Employee planning

  • Employee planning on a monthly basis (manual, but freely definable (see attachment)) with feedback section

Rights management

  • Rights management for management, feel-good management, team leaders, employees (4 levels)

Based on the specific requirements, the following solutions can be considered:

rexx HR - Personnel Management / Digital File

Project statistics

Quantity
Researched solutions 12
Selected potentially relevant solutions (of which published) 8 (1)
Sent e-mails (questions, queries) and telephone calls 27
E-mails received from vendors 7
Direct responses to the IT project 0
Responses classified as relevant 55

Contact the searcher:

The IT project has already been closed.

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