Employees

What if your Human Resources became Human Assets?

Tracking and developing your teams’ talents can be complex without an overview of employee skills and performance. Not with Kafinea.

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Centralized and Secure Management

Centralize your employees’ sensitive data

Find important information about your employees in one place. Their personal data is secure on protected data centers in full compliance with GDPR regulations. Kafinea helps you stay current with constantly evolving HR regulations and minimizes compliance risks.

Manage access rights to the Employees module with precision by allowing (or not) the viewing, editing, exporting, or deletion of information based on user profile.

Payroll

Automate your payroll processes

Save time and reduce human errors. Payroll is a process that can be automated, freeing up your time for tasks that truly matter: those that software cannot do on its own.

With customizable templates and workflows, style your pay slips and automate their distribution.

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Internal Communication

Communicate effectively between different departments and hierarchical levels

Using Kafinea’s filtered views, communicate with a predefined limited list of employees. No more distribution list mistakes*. Customizable workflows allow you to automate task assignment based on certain triggers such as receiving an email or a ticket.

Internal communication goes both ways. Your employees can relay important information to you through the channel of your choice: a comment on a record, an email, a task, a ticket, an expense report, and much more.

* The entire company doesn’t need to know that Pauline just had her appendix removed.

Skills Development

Give your employees wings

Kafinea allows you to track the performance and development of your talents, facilitating skills monitoring and training and professional development planning.

Versatility matrices help you synthesize the skills and qualifications required by department and position and identify training needs within your current staff.

Automation at the service of your employees

  • AI Assistant for Text Fields

    Automatically summarize, expand, rephrase, or correct your textual content to gain precision and fluidity.

  • AI Prompt

    Use AI in Kafinea workflows to understand a situation and automate actions.

  • AI-powered advanced search

    Benefit from intelligent search that goes beyond semantics, understands the meaning of your queries, and provides relevant results.

  • AI-Powered Automations

    Integrate AI prompts into your workflows to automate calculations, analyses, and decision-making based on your ERP data.

  • Autonomous AI Agents

    Entrust complex missions to intelligent agents who break down tasks, execute them in the necessary order, and continuously adapt their actions.

  • Customizable workflows

    Create your workflows to automate record creation, field updates, email sending, and much more.

  • Interactive AI Chatbot

    Ask questions about the data you have access to and receive instant answers, in text, tabular, or graphical format.

  • MCP Server for External AI

    Connect external artificial intelligence to Kafinea to enhance your automated processes and expand your capabilities.

  • Reminder notifications

    Customize your reminders (pop-up window, email, or SMS) and their triggers.

  • REST API

    Synchronize data in real time between the platform of your choice and your Kafinea instance.

  • Scheduled Reports

    Configure periodic email delivery of a report in table or chart format.

  • Web forms

    Import the data received from a contact form and use it in Kafinea.

  • Webhooks

    Send data to other platforms regarding an event that has just occurred.

Advanced employee management features

  • Advanced per-user access rights

    Choose which actions are allowed or which information is visible for each user, down to the field level.

  • Applications

    Open positions or tasks and allow users to make themselves available.

  • Comments with Attachments

    Share information and documents between collaborators via the Comments block in Kafinea records.

  • Customizable fields

    Add your own input fields, picklists, date pickers, URLs, etc.

  • Dependent Picklists

    Establish a relationship between two picklists, enabling the choices in one to dynamically adjust based on the selection in the other.

  • Dynamic and Customizable Email Templates

    Easily create your own dynamic email templates using shortcodes.

  • Dynamic and customizable PDF templates

    Design as many dynamic PDF templates as desired using shortcodes.

  • Filtering records by tag

    Group different records under the same tag to easily find them in one place, even if they come from different modules.

  • Relational tabs

    Switch from one record to another related record in one click via relational tabs.

  • Reports and Charts

    Visualize real-time key information from your chosen module via tabular and graphical reports.

  • Send SMS

    Send a text message to a prospect, customer, supplier, or collaborator with one click.

Basic employee management features

  • CSV Data Import

    Import data via a CSV file by mapping the columns from the original file to Kafinea fields.

  • Custom naming sequences

    Set the prefixes and suffixes for your document names and their incrementing.

  • Customizable blocks

    Organize your records into accordion blocks to group your fields.

  • Customizable dashboards

    Create your own individual dashboards and easily find the information that matters to you.

  • Dynamic Widgets

    Create your own widgets on your dashboards and visualize your data more easily.

  • Export Data to PDF Format

    Export the data of your choice to PDF format.

  • Filter tickets by priority

    Set a priority level for each ticket to make it easier to handle urgent requests.

  • Filtered views

    Create data lists with filtered views that you require on a regular basis.

  • Illustration Images

    Illustrate your listings with an image for easier identification within your interfaces.

  • Record duplication

    Duplicate a record in one click.

  • Record Tracking

    Be notified of updates to a record you follow, resulting from an action by a colleague or an automation.

  • Sending Emails

    Send an email to a prospect, customer, supplier, or collaborator with one click.

  • Time Tracking

    Keep track of the time spent by each employee on a specific project.

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