Master Data Management
Master data management is a key feature of HRIS software like Papershift Pulse. It ensures that all employee information is consistent, accurate, and up-to-date. This centralization of data — such as personal details, address, and social security information — helps reduce errors and duplication, improving efficiency across the organization. It also enhances decision-making by providing reliable data for analytics and reporting and ensures compliance with regulatory requirements by maintaining secure and standardized records.
By managing master data effectively, HR teams gain a unified view of the workforce, essential for effective HR planning and management.
Permissions and Views
Master data management is structured in two views:
Own Profile
Employees can view and update their personal data within their own profiles under the “Personnel File” section.
Other Profiles
Accessing and editing other employees’ profiles requires specific rights:
- field_value.read: Needed at the team or account level to view data.
- field_value.update: Required to make changes in other user profiles.
ℹ️ Info: Every update is recorded, maintaining a history of changes and who made them. Although the change history is saved, it is not yet visible in the interface.
Feature Breakdown
Creating Fields & Groups
Access this feature via Account Settings > Fields. All fields are structured into groups. You can:
- Create new field groups and add fields manually.
- Recommended: Use our predefined import feature for commonly used field groups to save time. These can be edited, deleted, or extended as needed.
Field Types
Supported field types include:
- Text, Text Area, Email, Number, Decimal, Phone, Date, City, Country, Select, Multi-Select, Checkbox, and URL.
- Once a field is created you can still change its name but not its type anymore. This is to prevent data incompatibilities. Instead add a new field with the correct type and delete the falsey one.
Editing and History
Employees can edit their data directly from their profiles. For other profiles, permissions are required. All changes are saved with version history, tracking who made what changes. However, these changes are not yet displayed in a timeline view.
Data Deletion
Deleting a field or group in the account settings removes all associated data in each profile.
FAQs
How do I create a new field group?
Go to Account Settings > Fields. Here, you can create a new field group and add fields manually. Alternatively, use the import feature to select from pre-prepared groups.
What happens if I delete a field?
Deleting a field will remove all data associated with it in every employee profile. This action can be undone by contacting us.
Can I change the type of an existing field?
No, field types cannot be changed after creation (e.g., changing a text field to a number field). Instead, create a new field with the desired type and delete the old one.
How is data versioning handled?
Each change to a field value is saved, including who made the change. Although this data is not yet displayed in a timeline format, it will be available for future auditing purposes.
Why can’t I see or edit data in other employees’ profiles?
To access or edit data in other employees’ profiles, you need the field_value.read and field_value.update rights for the relevant team or account.
Can I show or hide specific field data for employees?
No, currently you can either see (or edit) all fields of an employee or none. A known case that was frequently asked for, is contract information, salary and so on. This however, will soon be handled elsewhere coming with a separate set of rights.