HRM
/mobilemanager/hrm
section
HRM features. Manager your Employees and communicate with your accounting office.
2025-07-03T16:01:35+02:00
# HRM
HRM features. Manager your Employees and communicate with your accounting office.
The HRM (Human Resource Management) section of the Visma Manager app provides tools for communication and employee information.
### Features
- **[Dialogue](/mobilemanager/hrm/dialogue/)**: Communicate with your accounting office or other relevant parties within your company. Create new dialogues, participate in existing ones, and manage their status.
- **[Employees](/mobilemanager/hrm/employees/)**: Access information about employees in your team (availability subject to roles and permissions).
> [!TIP]
> Tap the **info icon ⓘ** in the top-right of the app at any time to access a quick reference guide built into each screen.
Employees
/mobilemanager/hrm/employees
section
View employee information.
2025-07-03T16:01:35+02:00
# Employees
View employee information.
The Employees feature allows you to view information about employees within your organization, subject to your roles and permissions.
### Navigating to Employees
1. **Navigate** to the **HRM** section in the app.
2. Select the **Employees** tab.
- A list of employees you have access to will be displayed.
### Viewing Employee Details
1. **Tap on an employee's name** from the list.
- The employee's detail screen will open, showing available information such as contact details, department, and potentially other HR-related data.
> [!INFORMATION]
> The specific information visible for each employee depends on the configuration of your Visma HR system and your assigned user permissions.
> [!TIP]
> Tap the **info icon ⓘ** in the top-right of the app at any time to access a quick reference guide built into each screen.
Dialogue
/mobilemanager/hrm/dialogue
section
Communicate with your accounting office or internal parties using the Dialogue feature.
2025-07-03T16:01:35+02:00
# Dialogue
Communicate with your accounting office or internal parties using the Dialogue feature.
The Dialogue feature allows you to engage in threaded conversations, similar to a messaging app, with your accounting office or relevant parties within your company. You can create new dialogues, participate in existing ones, and manage their status and visibility.
### Navigating to Dialogue
1. Access the **HRM** section of the application.
2. Select the **Dialogue** tab.
* This will display the main Dialogue list screen.
### Dialogue List Screen
**Header Area:**
* **Tab Menu**: "Dialogue" & "Employees".
* **Three-Dot Menu**: Accesses options for creating new dialogues and filtering the list.
**Body Area:**
* **Dialogue List**: Displays a list of ongoing and past conversations. Grouped by company (if you have access to multiple companies)
* Each item in the list shows:
* **Title**: The subject of the dialogue.
* **Participant(s)**: Who is involved in the conversation.
* **Message Count**: The number of messages in the thread.
* **Status Badges**: Visual indicators such as *For Approval, Linked to wage run, Approved, or Rejected* may be displayed.
**Interaction Options (Dialogue List Screen):**
* **Filtering Dialogues**:
1. Tap the **three-dot menu** (top-right).
2. Select an option to filter dialogues by status (e.g., *Active, Completed*).
*→ The list will update to show only dialogues matching the selected filter.*
* **Creating a New Dialogue**:
1. Tap the **three-dot menu**.
2. Select **"New dialogue"**.
*→ The “Create new dialogue” screen opens.*
3. On the "Create new dialogue" screen:
* Enter a **Title** for the dialogue.
* Select a **Company** (if you have access to more than one).
* Optionally, **link** the dialogue to a specific wage run if applicable.
4. Tap **"Create"**.
*→ A new, empty dialogue thread is created and automatically opened for you to start the conversation.*
* **Opening an Existing Dialogue**:
* Tap any dialogue in the list to open it and view the full conversation history.
### Dialogue Thread Screen
**Header Area:**
* **Dialogue Title**: Displays the title of the current conversation.
* **Back Arrow**: Navigates back to the Dialogue list.
* **Three-Dot Menu (for owners)**: If you are the owner of the dialogue, this menu provides options to manage it.
**Body Area:**
* **Message History**: Shows all messages in the thread, with sender name and timestamp for each.
* **Message Input Field**: A field at the bottom, labeled **"Add a message"**, to type your reply or new message.
**Interaction Options (Dialogue Thread Screen):**
* **Participating in a Dialogue (Sending Messages)**:
1. Type your message in the **"Add a message"** input field.
2. Tap the **Send** button/icon.
*→ Your message appears in the thread, and the dialogue list will reflect the updated message count and activity.*
* **Updating Dialogue Status (Approval/Rejection)**:
* If a dialogue has the status **"For Approval"**:
1. Open the dialogue.
2. Type “OK” or “Approved” in the message field and send it.
*→ The dialogue status will update to **Approved** in the list view.*
3. Alternatively, type “Rejected” and send it.
*→ The dialogue status will update to **Rejected** in the list view.*
* **Managing Your Owned Dialogues**:
* If you are the **owner** of the dialogue:
1. Open the dialogue thread.
2. Tap the **three-dot menu** within the thread.
3. Choose from the available options:
- **Edit dialogue**: Modify the title or wage-run link. Remember to **Save** your changes.
- **Delete dialogue**: Permanently remove the dialogue and its history.
- **Mark as complete**: Archive the dialogue. It will be removed from the active list but can be viewed by filtering for "Completed dialogues" on the main list screen.
* **Receiving Notifications**:
* When you receive a new message in a dialogue where you are a participant, you should receive a system notification on your device (e.g., “New dialogue received.”).
> [!TIP]
> Tap the **info icon ⓘ** in the top-right of the app at any time to access a quick reference guide built into each screen.