How to: Understanding best practices files
Introduction
Via the menu path Modules > System > Setup > Templating Tools > Best practices: Import, best practices files can be imported into your Exact
Synergy Enterprise database. A best practice file contains a standard set of
data that can be used to set up processes. This data consists of workspaces,
request types, signals, search templates, pivot templates, word merge templates
and master data to support these processes such as items and the related
assortments, general ledgers, projects, and document types. By using the
Best Practice, an organization is able to make the processes operational in a
very short time.
This document contains more information about the data
that is included in the best practices files and the additional actions that
have to be performed after importing the best practices files.
When importing best practices files, the existing data
will be updated, which may affect existing functional behavior and predefined
processes. It is important to import the best practice file into a test
environment first and verify the results, and to create a backup before
importing it in the live environment.
-
The HRM, PSA, CRM and IIR best practices files can be used to set up the related processes.
-
The Payroll Plus best practices file is used for the integration with Exact Payroll Plus.
-
The Arbodienst best practices file is used for the integration with Arbodienst for the Dutch legislation.
The best practices files
Workspaces
The following workspaces are included in the HRM best practice file:
| Name of the workspace
|
Description
|
|
Startpage |
Via this workspace, employees can view their own files, payroll
slips, created and open requests, and create a time off request or
expense claim.
|
|
Exact for HRM 1 |
Via this workspace, managers can view their own files and
payroll slips, create a time off request or expense claim, and view the
department planning.
|
|
HRM Workspace |
This is a workspace for the HR employees. From this workspace, the
HRM settings, processes, and overviews can be accessed. The
workspace is divided into different sections that refer to various
overviews and information that can be used when employees are hired
or retired, leave requests and sick leave, and more.
|
The following workspaces are included in the Payroll Plus best practice file:
| Name of the workspace
|
Description
|
| Payroll |
This workspace is used for the integration with Exact Payroll Plus. |
The following workspaces are included in the PSA best practice file:
| Name of the workspace
|
Description
|
| PSA - Hour entry |
This workspace is used to get insights on the hour entries for projects. |
|
PSA - Project Administration |
This workspace is used to get insights on projects that are running in your company. |
| PSA - Project Manager |
This workspace is used for project managers to get insights on the projects under their supervision. |
The following workspaces are included in the CRM best practice file:
| Name of the workspace
|
Description
|
| CRM – Account manager |
This workspace is used for account managers to get insights on the accounts managed by them. |
|
CRM - Marketing |
This workspace is used for campaign managers to get insights on their campaigns. |
| CRM - Portal |
This workspace is used to manage get insights on change requests, questions and fact sheets. |
| CRM -Reception |
This workspace is used to get insights on customer visits and complaints. |
| CRM -Salesdesk |
This workspace is used to get insights on sales-related activities such as opportunities, call backs, appointments or cancellations. |
| CRM -Salesmanager |
This workspace is used by sales managers to get insights onthe team,opportunities, sales performance, quotations etc. |
| CRM – Manage |
This workspace is used to manage CRM settings, opportunities,processesand documents. |
Request types
These
request types are used for the registration and processing of data. The request
types can be viewed at Modules > Workflow > Setup > Requests > Request types. For
more information, see Setting
up request types.
The following request types are included in the HRM and Payroll Plus best practice files:
| ID
|
Description
|
Explanation
|
|
1060000 |
HR question
|
Employees can direct questions to the HR department via
this request type.
|
|
1060001 |
HR signal
|
This request is used for HR signals.
|
|
1060002 |
Training request
|
Employees can apply for a training using this request type.
In the request, the training data can be specified, such as the name of the
training, the reason for applying, start and end dates, and the costs. After
submission, the request is automatically forwarded to the employee's manager
for authorization.
|
|
1060003 |
Travel expenses
|
With this request type, employees can easily request for a
fee from the organization for travel expenses. The request goes to the
manager for approval.
|
|
1060004 |
Travel booking request
|
With this request type, the employee can request prior
approval for a planned trip.
|
|
1060005 |
Parental leave
|
This request type registers the parental leave. This
contains the basic information for the HR department to properly record the purpose
of the parental leave.
|
|
1060006 |
Pregnancy leave
|
This request type registers the pregnancy and maternity
leave. This contains the basic information for the HR department to properly
record the purpose of the leave.
|
|
1060007 |
Paid leave
|
With this request type, the employee or HR employee can
register a special leave appointment. This appointment is visible in the
employee's schedule.
|
|
1060008 |
Checklist inflow |
The HR department can use this request type to track the progress
on activities concerning enlistment.
|
|
1060009 |
Contract approval
|
This request type registers the approval for a new or
modified employment contract. It makes the timely progress of the process
visible and you can easily reference when contracts are approved from the
employee file.
|
|
1060010 |
Request access pass
|
To manage an access pass (new), the relevant checks can be
registered by means of this request type. When an employee leaves the
organization, you can quickly see who is in possession of the access card.
|
|
1060011 |
Request company car
|
Employees can use this request type to submit a request for
a company car. The request goes to the employee's manager for approval.
|
|
1060012 |
Request for asset
|
Employees can apply for assets, such as office supplies,
hardware or software, using this request type. The type of asset and when it
is required must be specified in the form. Upon submission, the request is
automatically forwarded to the employee's manager. The purchase process
itself is not part of the best practice HRM.
|
|
1060013 |
Training Budget
|
The HR manager can use this request type to register which
training budget is available for an employee. This data is used in overviews
to determine the amount still available. This data can be entered for
multiple employees simultaneously.
|
|
1060014 |
Course registration
|
Employees can apply for a training using this request type.
The training data, such as the name of the training, the reason for applying,
start and end dates, and the costs can be specified in the form. Upon submission,
the request is automatically forwarded to the employee's manager for
authorization.
|
|
1060015 |
HR change request
|
This request type ensures that any changes to an employee's
master data and other information (for example, salary or function) are
properly registered and that the approver and when the request is approved are
being logged. The approval request will be displayed in the action list of
the manager.
|
|
1060016 |
Checklist outflow |
This request type is used when an employee leaves the
organization. This form contains a checklist that monitors the progress of
handling outflow activities. Any available documents related to the
termination procedure can be linked to this form.
|
|
1060017 |
Exit form |
This request type can be used to plan the exit interview
with the employee. After the interview, the results can be recorded in the
form.
|
The following request types are included in the Payroll Plus best practice file:
| ID
|
Description
|
Explanation
|
|
1060018 |
Gross wage
|
This request type is used for the integration with Exact
Payroll Plus and has to be linked in the Exact Payroll Plus settings in
Exact Synergy Enterprise. |
|
1060019 |
Realized hours
|
This request type is used for the integration with Exact
Payroll Plus and has to be linked in the Exact Payroll Plus settings in
Exact Synergy Enterprise. |
|
1060020 |
Unpaid leave
|
This request type is used for the integration with Exact
Payroll Plus and has to be linked in the Exact Payroll Plus settings in
Exact Synergy Enterprise. |
|
1060021 |
Overtime
|
This request type is used for the integration with Exact
Payroll Plus and has to be linked in the Exact Payroll Plus settings in
Exact Synergy Enterprise. |
|
1060022 |
Net surcharges
|
This request type is used for the integration with Exact
Payroll Plus and has to be linked in the Exact Payroll Plus settings in
Exact Synergy Enterprise. |
|
1060023 |
Gross surcharges
|
This request type is used for the integration with Exact
Payroll Plus and has to be linked in the Exact Payroll Plus settings in
Exact Synergy Enterprise. |
|
1060024 |
Net deductions
|
This request type is used for the integration with Exact
Payroll Plus and has to be linked in the Exact Payroll Plus settings in
Exact Synergy Enterprise. |
|
1060025 |
Gross deductions
|
This request type is used for the integration with Exact
Payroll Plus and has to be linked in the Exact Payroll Plus settings in
Exact Synergy Enterprise. |
|
1060026 |
Sickness information payroll
|
This request type is used for the integration with Exact
Payroll Plus and has to be linked in the Exact Payroll Plus settings in
Exact Synergy Enterprise. |
For more information, see Working with Exact
Payroll Plus.
The following request types are included in the Arbodienst best practice file:
| ID
|
Description
|
Explanation
|
|
1060030 |
Absence report (4 stages) |
This request type is used for the integration with Arbodienst. Either the request type with 3 stages or the one with 4 stages must be linked at the Request type: Absence field in the Arbodienst section of the HRM settings |
| 1060032 |
Absence report (3 stages) |
This request type is used for the integration with Arbodienst. Either the request type with 3 stages or the one with 4 stages must be linked at the Request type: Absence field in the Arbodienst section of the HRM settings. |
|
1060034 |
Return to work |
This request type is used for the integration with Arbodienst whereby you have to select this request type at the Request type: Return to work field in the HRM settings. This request type is available under the HRM - Leave & Absence on the request type page. |
For more information, see the Dutch document Werken met Exact Arbodienst Integration.
The following request types are included in the WPM best practice file:
| ID
|
Description
|
Explanation
|
|
1060036 |
Travel expenses (WPM) |
This request type can be used to record travel expenses incurred for travelling between employee's home and work place. It is applicable until Product Update 505. |
|
1060037 |
Commuting mobility survey |
This request type can be used to gather employee's commuting patterns. |
| 1060038 |
Business kilometer registration lease cars |
This request type can be used to record the odometer when using the company vehicle. The mileage here will be used as part of the calculation using the flat rate method. |
| 1060039 |
Travel expenses (WPM) |
This request type can be used to record travel expenses incurred for travelling between employee's home and work place. It is applicable from Product Update 505 onwards. |
The following request types are included in the PSA best practice file:
| ID
|
Description
|
Explanation
|
|
92 |
Credit note |
Use this request type to create a credit note for your projects. |
|
9054 |
Invoice proposal |
Use this request type to create an invoice proposal for your projects. |
| 9058 |
PSA Error message |
Use this request type to create an error message for the PSA module. |
| 9056 |
Invoice term |
Use this request type to create an invoice term for your projects. |
| 9063
|
Material & expenses (IC) |
Use this request type to create an invoice term for your projects. |
| 9061 |
Planning & realization (IC) |
Use this request type to create an intercompany planning and realisation. |
| 9062 |
Travel costs (IC) |
Use this request type to create an intercompany travel cost request. |
| 97 |
Capacity planning |
Use this request type to create capacity planning for your projects. |
| 3115 |
Reservation |
Use this request type to create a reservation for your projects. |
| 9050 |
Planning & realization |
Use this request type to create planning and hour realisation for your projects. |
| 9052 |
Travel costs |
Use this request type to create travel costs for your projects. |
| 9053 |
Material & expenses |
Use this request type to create a material and expenses request for your projects. |
| 9055 |
Budget request |
Use this request type to create a budget request for your projects. |
| 9070 |
Approve WBS |
Use this request type to approve Work Breakdown Structure (WBS) for your projects. |
| 3118 |
Project issue |
Use this request type to create an issue request for your projects. |
| 3119 |
Project evaluation |
Use this request type to create an evaluation for your projects. |
The following request types are included in the CRM best practice file:
| ID
|
Description
|
Explanation
|
|
8015 |
Customer contact |
Use this request type to create a customer contact information. |
|
70 |
Appointment |
Use this request type to create an appointment. |
| 71 |
Appointment with approval |
Use this request type to create an appointment that requires approval. |
| 8010 |
Visit |
Use this request type to record a visit. |
| 8011 |
Room reservation |
Use this request type to reserve a room for your meetings. |
| 0 |
For your info |
Use this request type to assign an action or activity to an employee. |
| 8100 |
Notification |
Use this request type to notify events that are related to the CRM process. |
| 8001 |
Callback message |
Use this request type to record a follow-up call or message with a customer. |
| 8030 |
Registration meeting |
Use this request type to record a registration meeting with your customer. |
| 8040 |
Campaign request |
Use this request type to create a campaign. |
| 8020 |
Lead Registration |
Use this request type to register a lead. |
| 8300 |
Create quotation |
Use this request type to create a quotation. |
| 8310 |
Quotation follow-up |
Use this request type to create a follow-up quotation |
| 8400 |
Qualification |
Use this request type to evaluate and qualify for a sales opportunity. |
| 8410 |
Needs analysis |
Use this request type if an opportunity needs further analysis. |
| 8420 |
Quotation |
Use this request type to create a quotation for an opportunity. |
| 8430 |
Order confirmation |
Use this request type to create an order confirmation for an opportunity. |
| 8710 |
Change request |
Use this request type to create a change request for the CRM portal. |
| 8700 |
Customer question |
Use this request type for a customer question which can be submitted on the CRM portal. |
| 8500 |
Complaint |
Use this request type to log a service complaint. |
| 8600 |
Cancellation |
Use this request type to log a service cancellation. |
The following request types are included in the IIR best practice file:
| ID
|
Description
|
Explanation
|
|
93 |
IIR – Purchase (Incoming invoice) |
Use this request to record an incoming purchase invoice. |
Request search templates
These search templates contain predefined criteria
so that you do not have to define the criteria first when opening the
overviews. Some of these search templates can be accessed via the available
workspaces, but you can also access these via the Templates hyperlink on
the Workflow: Search – Requests page accessible at Modules > Workflow > Reports
> Requests > Search.
The following request search templates are included in the HRM and Payroll Plus best practice files:
| Name of template
|
|
EN - Flow - Owned assets | Overview
|
|
EN - Flow - Training request | Open
|
|
EN - In - Checklist enlistment | Overview
|
|
EN - Out - Exit management | Overview
|
|
EN - Lea -
Leave requests | Open |
|
EN - Lea - Sick report | Overview
|
The following request search templates are included in the CRM best practice file:
| Name of template
|
|
EN - BP CRM MKT - campaign requests |
| EN - BP CRM SD I Complaints in progress |
Pivot analysis templates
These templates contain predefined criteria so that you do not have to define
the criteria first when opening the overviews. Some of these search templates
can be accessed via the available workspaces, but you can also access these via
the Templates hyperlink on the Workflow: Search – Requests page
accessible at Modules > Workflow > Reports > Requests > Search.
The following pivot analysis templates are included in the HRM and Payroll Plus best practice files:
| Name of template
|
|
EN - Flow - Education budget | Analysis
|
|
EN - Out -
Owned assets | Analysis
|
The following pivot analysis templates are included in the CRM best practice file:
| Name of template
|
|
EN - CRM - # Lead Registrations per campaign |
|
EN - CRM - # Leadregistrations accountmanager /month |
| EN - CRM - # Visits per accountmanager / month |
| EN - CRM - Open cancellations |
| EN - CRM - Open complaints accountmanager / month |
| EN - CRM - Open complaints accounts / status |
| EN - CRM - Open contact moments / enddate |
| EN - CRM - Open notifications |
| EN - CRM - Open registrations meeting |
The following pivot analysis templates are included in the IIR best practice file:
| Name of template
|
| IIR – Amount per supplier |
|
IIR – Created per month |
| IIR – Rejected per supplier |
| IIR – Status open per resource |
| IIR – Status open per supplier |
Word Merge templates
With these standard templates, you can create and send relevant documents. The templates are available
at Modules > Documents > Setup > Word Merge > Templates. For more
information, see Overview of Word
Merge template groups and templates.
The following Word Merge templates are included in the HRM and Payroll Plus best practice files:
| Name of template
|
|
Bonus
|
|
Checklist employment
|
|
Confirmation hour change
|
|
Confirmation job function change
|
|
Confirmation parental leave
|
|
Confirmation pregnancy leave
|
|
Confirmation salary change
|
|
Drivers agreement
|
|
Employment contract fixed time
|
|
Employment contract undefined time
|
|
Loan agreement
|
|
Training agreement
|
|
Welcome letter
|
Items
The items can be viewed at Modules > Logistics > Reports > Search > Items. For more
information, see Searching for items.
Besides the items, the master data that is
linked to the items has also been created. This applies to warehouse
"1", the assortments, and general ledger accounts.
The following items are included in the HRM and Payroll Plus best practice files:
| Item code
|
Description
|
|
BP_TELEFOON
|
Phone |
|
BP_CERT_OVERIG
|
Miscellaneous |
|
BP_CERT_CERT
|
Certificate |
|
BP_CERT_VOG
|
Behavior statement |
|
BP_OPL_EXTERN
|
External training |
|
BP_PAS
|
Pass |
|
BP_VERL_HUW
|
Marriage |
|
BP_VERL_OUD
|
Parental leave |
|
BP_VERL_TAND_DOKT
|
Dentist / Doctor |
|
BP_VERL_VERH
|
Movement
|
|
BP_VERL_ZORG
|
Care leave |
|
BP_VERL_ZWAN
|
Maternity leave |
|
BP_VERPL_OVER_BEGR
|
Funeral |
|
BP_ZIEK
|
Sick |
|
BP_AUTO
|
Standard car |
|
BP_BRUT_INH
|
Bruto inhoudingen
|
|
BP_BRUT_TOE
|
Bruto toeslagen
|
|
BP_NET_INH
|
Netto inhoudingen
|
|
BP_NET_TOE
|
Netto toeslagen
|
|
BP_KM_BELAST
|
BP_KM_BELAST
|
|
BP_KM_ONBELAST
|
BP_KM_ONBELAST
|
|
BP_KM_VERGOED_BEL
|
BP_KM_VERGOED_BEL
|
|
BP_KM_VERGOED_ONB
|
BP_KM_VERGOED_ONB
|
|
BP_OVERTIME_1
|
Overtijd
|
|
BP_OVERTIME_2
|
BP_OVERTIME_2
|
|
BP_OVERTIME_3
|
BP_OVERTIME_3
|
|
BP_OVERTIME_4
|
BP_OVERTIME_4
|
|
BP_VW_GOLF
|
Volkswagen Golf
|
|
BP_TAXI
|
Taxi
|
|
BP_LUNCH
|
Lunch
|
|
BP_LAPTOP
|
Laptop
|
|
BP_HOTEL
|
Hotel
|
|
BP_CERT_BHV
|
BHV
|
The following items are included in the Arbodienst best practice file:
| Item code
|
Description
|
| BP_SICK_10 |
Arbeidsongeval |
| BP_SICK_11 |
Verkeersongeval met regresmogelijkheid |
| BP_SICK_99 |
Overige redenen |
The following items are included in the PSA best practice file:
| Item code
|
Description
|
| CONSULTANCY |
Consultancy |
| PROJECTMANAGEMENT |
Project management |
| TRAVEL_EXPENSES |
Travel expenses |
| MATERIAL |
Material |
| BUFFER |
Buffer |
| PROJECT_INVOICE |
Invoice term |
| ICART |
Intercompany item |
The following are the items that are included in the CRM best practice file:
| Item code
|
Description
|
| AMS |
Amsterdam |
| ZWO |
Zwolle |
Assortments
The assortments can be viewed at Modules > Logistics > Setup > General > Assortments. For
more information, see Overview of assortments.
The following assortments are included in the HRM and Payroll Plus best practice files:
| Assortment
|
Code
|
Description
|
|
77500
|
TYPE_BIJZ_VERLOF
|
Special leave
|
|
77600
|
TYPE_ZWANG
|
Maternity
|
|
77700
|
TYPE_ZIEKTE
|
Sick
|
|
77000
|
TYPE_OPLEIDING
|
Training
|
|
77100
|
TYPE_CERT
|
Certificate
|
|
77200
|
TYPE_PAS
|
Pass
|
|
77300
|
TYPE_MID
|
Assets
|
|
77400
|
TYPE_AUTO
|
Car
|
|
77800
|
TYPE_DECLARATIES
|
Expenses
|
|
77330
|
TYPE_VERG_INH
|
Surcharges and deductions
|
General ledger accounts
The general ledger accounts can be viewed via
Modules > Financial > Setup > Master data > G/L accounts. For
more information, see Displaying Chart of
Accounts.
The following general ledger accounts are included in the HRM and Payroll Plus best practice files:
| Code
|
Description
|
|
3000
|
Stock
|
|
7000
|
Expense
|
|
8000
|
Revenue
|
Project
The project EXITINTERVIEW has been created
to support the process of the outflow of employees.
This project can be viewed at Modules > Projects > Reports > Search > Projects. For more
information, see Searching for
projects.
This is not applicable for the Arbodienst integration.
Signals / HR processes
Several signals have been created that notify
you about specific situations, such as the birthday of an employee or the end
date of a training certificate.
These signals can be viewed at Modules > HRM > Setup > Intelligent process
flow management > Process types. For
more information, see Viewing HRM process
actions.
The following signals are included in the HRM and Payroll Plus best practice file:
| Signal
|
Description
|
|
Employee - Birthday
|
A signal is given n-days before an employee's birthday.
|
|
Contract - enddate
|
A signal is given n-days before the end date of an
employee's contract.
|
|
Contract - enddate probation
|
A signal is given n-days before the end date of an
employee's probationary period.
|
|
Car - enddate use
|
A signal is given n-days before the end date as stated in the
request type Request company car.
|
|
Certificate - enddate validity
|
A signal is given n-days before the end date as stated in
the request type Course registration.
|
|
Employee - Jubilee
|
A signal is given n-days before of an employee's jubilee
anniversary date.
|
|
Assets - enddate use
|
A signal is given n-days before the end date as stated in the
request type Request for asset.
|
|
Checklist employment
|
A signal is given n-days before the end date as stated in the
request type New Starter Checklist.
|
|
Outflow
|
A signal is given n-days before the end date as stated in
the request type Exit management.
|
|
Pregnancy leave
|
A signal is given n-days before the end date as stated in the
request type Maternity leave.
|
Document types
To the support the HRM processes, new
document types have been created. These document types can be viewed at Modules
> Documents > Setup > Maintenance > Document: Types. For
more information, see Overview
of document types.
The following document types are included in the HRM and Payroll Plus best practice files:
| Description
|
|
Resume
|
|
Payment slip
|
|
Expenses
|
|
Employment contract
|
|
News documents
|
|
Documents portal
|
|
Outflow
|
|
Annual statement
|
The following document types are included in the PSA best practice file:
| Description
|
|
Project documentation
|
|
Project Final report
|
|
Project plan
|
|
Visit report
|
The following document types are included in the CRM best practice file:
| Description
|
| Incoming mail |
| Miscellaneous |
| Outgoing mail |
| Factsheet |
| Invitation |
| Marketing plan |
| Presentation |
| Press release |
| Reference story |
| Sales documentation |
| Sent quotation |
| Signed quotation |
| Cancellation |
| Complaint |
| Visit report |
CRM-related account and opportunity data
CRM accounts represent organisations or entities your business engages with. In the best practice file, predefined categories are available for classifying accounts by the relevant company size, sector, and subsector.
Additionally, predefined sources, contact roles, and reasons lost for lost opportunities are also added to the CRM best practice file.
| Company
|
| UNKNOWN |
| MICRO |
| MEDIUM |
| SMALL |
| LARGE |
| Sectors
|
| 1: UNKNOWN: Unknown |
| 2: A - Agriculture, forestry and fishing |
| 3: B - Mining and quarrying |
| 4: C Manufacturing |
| 5: D - Electricity, gas, steam and air conditioning supply |
| 6: E - Water supply; sewerage, waste management and remediation activities |
| 7: F Construction |
| 8: G - Wholesale and retail trade; repair of motor vehicles and motorcycles |
| 9: H - Transportation and storage |
| 10: I - Accommodation and food service activities |
| 11: J - Information and communication |
| 12: K - Financial institutions |
| 13: L - Renting, buying and selling of real estate |
| 14: M - Consultancy, research and other specialised business services |
| 15: N - Renting and leasing of tangible goods, other business support services |
| 16: O - Public administration, public services and compulsory social security |
| 17: P Education |
| 18: Q - Human health and social work activities |
| 19: R - Culture, sports and recreation |
| 20: S - Other service activities |
| 21: T - Activities households as employers; undifferentiated goods/services |
| 22: U - Extraterritorial organisations and bodies |
| Subsectors
|
| Accommodation and food service activities |
| 55 Accommodation |
| 56 - Food and beverage service activities |
| Activities households as employers; undifferentiated goods/services |
| 97 - Activities of households as employers of domestic personnel |
| 98 - Undifferentiated goods- and services-producing activities |
| Agriculture, forestry and fishing |
| 01 - Agriculture and related service activities |
| 02 - Forestry and logging |
| 03 - Fishing and aquaculture |
| Construction |
| 41 - Construction of buildings; development of building projects |
| 42 - Civil engineering |
| 43 - Specialised construction activities |
| Consultancy, research and other specialised business services |
| 69 - Legal services, accounting, tax consultancy, administration |
| 70 - Holding companies (not financial) |
| 71 - Architects, engineers and technical design and consultancy |
| 72 - Research and development |
| 73 - Advertising and market research |
| 74 - Industrial design/photography/translation/other consultancy |
| 75 - Veterinary activities |
| Culture, sports and recreation |
| 90 - Arts |
| 91 - Lending of cultural goods, public archives, museums, gardens |
| 92 - Lotteries and betting |
| 93 - Sports and recreation |
| Electricity, gas, steam and air conditioning supply |
| 35 - Electricity, gas, steam and air conditioning supply |
| Extraterritorial organisations and bodies |
| 99 - Extraterritorial organisations and bodies |
| Financial institutions |
| 64 - Financial institutions, except insurance and pension funding |
| 65 - Insurance / pension funding (no compulsory social security) |
| 66 - Other financial services |
| Human health and social work activities |
| 88 - Social work activities without accommodation |
| Information and communication |
| 58 - Publishing |
| 59 - Motion picture/television programme production/distribution |
| 60 - Programming and broadcasting |
| 61 - Telecommunications |
| 62 - Support activities in the field of information technology |
| 63 - Information service activities |
| Manufacturing |
| 10 - Manufacture of food products |
| 11 - Manufacture of beverages |
| 12 - Manufacture of tobacco products |
| 16 - Manufacture of wood and of products of wood and cork |
| 17 - Manufacture of paper and paper products |
| 18 - Printing and reproduction of recorded media |
| 22 - Manufacture of rubber and plastic products |
| 23 - Manufacture of other non-metallic mineral products |
| 24 - Manufacture of basic metals |
| 28 - Manufacture of machinery and equipment |
| 29 - Manufacture of motor vehicles, trailers and semi-trailers |
| 30 - Manufacture of other transport equipment |
| Mining and quarrying |
| 06 - Extraction of crude petroleum and natural gas |
| 08 - Mining and quarrying (no oil and gas) |
| 09 - Mining support activities |
| Other service activities |
| 94 - World view political organizations, interest/hobby clubs |
| 95 - Repair of computers and consumer goods |
| 96 - Wellness and other services; funeral activities |
| Renting and leasing of tangible goods, other business support services |
| 78 - Employment placement/provision/temporary employment/payroll |
| 79 - Travel agencies/touroperators/tourist information/services |
| Transportation and storage |
| 51 - Air transport |
| 52 - Warehousing and support activities for transportation |
| 53 - Postal and courier activities |
| Water supply; sewerage, waste management and remediation activities |
| 36 - Collection, purification and distribution of water |
| 37 - Sewerage |
| 38 - Waste collection, treatment, disposal activities |
| Wholesale and retail trade; repair of motor vehicles and motorcycles |
| 45 - Sale and repair of motor vehicles, motorcycles and trailers |
| 46 - Wholesale trade (no motor vehicles and motorcycles |
| Sources
|
| C - Coupon |
| F - Fair |
| H - Headquarters |
| I - Import |
| L - Letter |
| N - Internet |
| P - Phone |
| R - Reseller |
| S - Cross selling |
Opportunities
| Sources
|
| EVE - Event |
| INT - Internet |
| NET - Network |
| TEL - Telephone |
| Contact roles
|
| DEM - Decision Maker |
| INF - Influencer |
| USR - User |
| Reasons lost
|
| FUN - Functionality |
| MAT - Match/Trust |
| PRI - Price/Budget |
| QUA - Quality |
| TIM - Timing |
| UNK - Unknown |
Actions after importing the best practices files
After importing the best practices files, some additional actions are needed:
Configure Sysmaint background job
Applicable to HRM, and Payroll Plus.
To make sure that the signals are created, and the employee status is updated,
the Sysmaint background needs to be configured and running. For more
information, see
Exact.Jobs.SysMaint.dll and
Running background jobs for Exact Synergy Enterprise.
Linking roles to employees
Applicable to HRM, and Payroll Plus.
The following roles need to be assigned:
-
The HR role at the Corporate level has to be assigned to the HR employees.
-
The Documents administrator role has to be assigned to the HR employees that
need to create and maintain the Word Merge templates.
-
The Item management role has to be linked to the HR employees that need to
create and maintain cars and trainings.
Workspaces
Applicable to HRM, Payroll Plus, and PSA.
The created workspaces have to be shared with the employees, and you can pin
them to the menu of the employees.
For more information, see
Discovering workspaces - Share a workspace with another person and
Discovering workspaces - Pin a workspace to another person.
Advanced Work Schedules
Applicable to HRM, and Payroll Plus.
In the HRM settings, the Activate: Advanced Work Schedules setting can be
enabled by selecting the check box. This is optional but advised because it
enables you to provide a start date for the work schedules.
For more information, see
Defining HRM general settings and
Work schedule management in Exact Synergy Enterprise.
ELIS for Word Merge
Applicable to HRM, and Payroll Plus.
For the Word Merge functionality, the Word Merge solution in Exact
Lightweight Integration Server (ELIS) needs to be installed and configured. For
more information, see
How-to: Setting up Exact Word Merge Integrator in Exact Lightweight Integration
Server (ELIS).
Defining HRM settings and Division settings
Applicable to HRM, and Payroll Plus.
In menu Modules > HRM > Setup > General > Settings, the following has to
be defined:
- The fields in the Absence section had to be defined. The
request type for Return to Work has to be filled with request
type '96 – Return to work'.
- The request types allowed for the Basic user role and/or Employee
self service role have to be defined. This depends on your license.
Applicable to Arbodienst.
In menu Modules > HRM > Setup > General > Settings the following has to be defined:
- Request type 1060030, 1060032, or 1060034 must be linked at Request type: Absence field in the Arbodienst section.
-
The other fields in the Arbodienst section must be defined. For more information, see the Dutch document Werken met Exact Arbodienst Integration.
In menu Modules > HRM > Setup > Organisation > Divisions the following has to be defined for the division of the employee for which the absence report is created:
- Name
- Chamber of Commerce number
- Address (street and nr)
- Postcode
- City
- All fields in the Arbodienst section.
For more information, see
Defining HRM general settings and
Creating and modifying divisions.
Related documents
| Main Category: |
Attachments & notes |
Document Type: |
Online help main |
| Category: |
|
Security level: |
All - 0 |
| Sub category: |
|
Document ID: |
28.972.614 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
05-05-2026 |
| Release: |
501 |
Attachment: |
|
| Disclaimer |