On this page, you can create, modify, or delete a division.
To create divisions, function right 366 – Create new division is required. To modify divisions, function right 90 – Maintain division is required. Users with the General manager, HR, and HR assistant roles have these function rights.
Notes:
The information in this document is applicable to product update 263 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Keep in mind: All fields with the “!” icon are mandatory.
Click this to exit.
Click this to save the entry for the division.
Click this to save the details of the division and create a division.
Note: This button is available only if you are creating a division.
Click this to delete the division.
Note: This button is available only if you are modifying a division.
Type the code of the division. This information is mandatory.
Note: This information cannot be edited if you are modifying a division.
Type the name of the division. This information is mandatory.
Type or select the country code to specify the country where the division is located. This information is mandatory. For more information on countries, see Overview of countries.
Select this check box to specify if the division is the default division.
Type the tax number of the division.
Type the Chamber of Commerce number for the division.
Type the website of the division.
Type or select the start date of the division.
Type or select the end date of the division, if applicable.
Type or select the currency code of the division. This information is mandatory. For more information on currencies, see Displaying currencies.
Type the security level of the division. This can prevent users with a lower security level from selecting divisions with a higher security level in fields associated with the division.
Select the check box to define the division as a reporting entity. By default, this check box is not selected.
Note: You can clear the check box if you decide not to make this division a reporting entity. However, the reporting entity status of this division cannot be changed if this division has been defined as the main holding division at Modules ? Financial ? Setup ? General ? Settings. Hence, the Reporting entity check box will be disabled.
Type or select a presentation currency to be used in the financial reporting. By default, all the active currencies will be listed for selection.
Note: This field is available only if the Reporting entity check box is selected.
Type or select the general ledger (G/L) account to be used for currency translation process. This G/L account will be used to record all the resulting currency exchange differences in the currency translation process.
Note: Only a G/L account with the neutral subtype of BS (Balance Sheet) or Profit & Loss type can be selected.
The names of the fields displayed are dependent on the division groups defined. Only the group layouts that have been defined will be displayed. For more information, see Overview of group layouts.
You can select the group layouts that have been defined.
This section is available only if the competency method is defined as Advanced in the general settings. If the settings have not been defined for the division, the settings defined in the general settings will be used. For more information, see Defining HRM general settings.
Select the final rating for the competency calculation. The field types available for selection are field types with type defined as Value. For more information, see Creating and modifying field types for competencies, attributes, and targets of employees. The final rating calculated will be updated at Competency: Last update in the person card. For more information, see Viewing personal cards.
Select Average, Summation, or Percentage to define the method of calculation for the final rating of the applicant’s or person’s competency profile. The calculations of the methods available are defined as below:
Note: For more information on the calculation methods, see Release (Exact Synergy Enterprise): New calculation methods for competency and performance review management.
Select Manager to allow the manager of the person to review the competency of the person, or select Manager & Person to allow both the manager of the person and the specified person to review the competency of the person.
Type or select the request type ID of the notification that will be sent to the managers and/or people for reviewing purposes.
Select the time span that is allowed for the manager and/or people to realize or process the review request. You can select one option from the following:
These settings will be used for the division instead of the settings defined in the general settings. If the settings have not been defined for the division, the settings defined in the general settings will be used. For more information, see Defining HRM general settings.
Select the final rating for the performance review calculation. The field types available for selection are field types with type defined as Value.
Select Average, Summation, or Percentage to define the method of calculation for the final rating of the person's performance review.
Note: Refer to Calculation Method under the Competency section for more information on the calculation methods.
Select Manager to allow the manager of the person to review the performance of the person , or select Manager & Person to allow the manager of the person and the specified person to review the performance of the person.
Type or select the request type ID of the notification that will be sent to the managers and/or people for viewing purposes.
Select the time span that is allowed for the manager and/or people to realize or process the performance review request. You can select one option from the following:
Select the time span that is allowed for the manager and/or people to realize or process the target agreement review request. You can select one option from the following:
Type the minimum and/or maximum number of targets allowed for each target agreement at the respective boxes. If the field is blank, users will be allowed to create any number of targets for each target agreement.
Type or select the account code of the division. Once you have selected an account for the division, the following fields will be automatically filled in with the relevant details. These details are the information filled in when you create the account for the division. For more information on creating accounts, see Creating and modifying accounts.
Type or select the expiry date or the cut-off date of the absence balance. With the expiry date, users are also able to view their absence balance status, which are brought forward from the previous year, and their unused absence balance with reference to the effective cut-off date. For more information, see Viewing absence statistics.
Select this check box to enable users to fill in the effective date of change for critical information in certain fields, as well as modifying or deleting any record in the personal cards. By selecting this check box, you will be directed to the log page whereby you can define the effective date.
Note that the change will only be applied when the check box has been selected and the HRM: To be authorized check box (accessible via Modules ? HRM ? Setup ? General ? Fields: To be authorized) has also been selected. If only the Log: Effective date check box has been selected, the changes in the personal cards will be effective immediately, even if the effective date has been set to take effect in the future.
Note: Any change in the Full Time Equivalent (FTE) of the people due to changes in work schedules will not have effective date logs created.
Note: The fields in this section are available in the Division entity web service. You can perform the Create, Read, Update, and Delete (CRUD) actions on the fields.
Type the identification of the sender.
Type the identification of the receiver.
Type the identification of the employer from Arbodienst.
Type the connection number of the employer from Arbodienst.
Type the identification of the employer from UWV.
This field determines how employee data is synchronized. The following options are available:
Note: XML files formatted according to SIVI 2019 Standard will be created when the synchronization method is specified as the creation of an export file. Each employee will have an individual XML file where the filename consists of Werknemer and the employee ID, for example, "Werknemer12345.xml".
Select this check box if you want a person's FTE to be automatically generated when the person's work schedule is modified.
Note: This function is only applicable if the Activate: Advanced Work Schedules check box in the HRM general settings is not selected. For more information, see Defining HRM general settings.
Select this check box to enable the Master Resource Schedule (MRS) to be automatically generated when the user creates a new person entry.
Select In hours, based on calender days, In days, based on working days, or In days, based on calendar days to define the method of calculation for the entitlement. For more information, see Examples of absence entitlement calculations based on working and calendar days for fixed and flexible hours.
Note: The In hours, based on calendar days option at the Calculation method field is available if the Activate: Advanced Work Schedules check box is selected under the Person:Planning section on the HRM:Settings page.
Select this check box if you want the expiry date to be applied to the entitlement for this employee.
This setting will be used for the division instead of the setting defined in the general settings. If the settings have not been defined for the division, the settings defined in the general settings will be used. For more information, see Defining HRM general settings.
Type or select the request type ID to specify the request type to be used when creating a vacancy for this division. For more information on creating request types, see Creating and modifying request types – General tab.
Type or select the request type ID to specify the request type to be used when creating an applicant entry for this division. For more information on creating request types, see Creating and modifying request type – General tab.
Type the applicant phase of the applicant for this division. The application phase is used when creating an applicant entry to specify which stage of an application that the applicant is at. For more information on creating applicants, see Creating applicants.
These settings define the parameters used for the replication of financial transactions between Exact Synergy Enterprise and the back office system selected. These settings will not be relevant if you have selected XML, Manually, or Not a financial administration at Type in this section.
Select the mailbox that you want to use for emails. You can select one type from the following options:
Select the back office system where you want to import from to Exact Synergy Enterprise. You can select one type from the following options:
Type the name of the database server of the back office system.
Note: This is available only if you have selected Exact Enterprise SQL or Exact Globe 2000/Exact Globe at Type.
Type the name of the database.
Select Globe to process the payroll in Exact Globe or Exact Online to process the payroll in Exact Online.
Type your Exact Online user name.
Note: This field is available only if you have selected Exact Online at Type: Payroll.
Type your Exact Online password.
Select a division that you have created in Exact Online. This is mandatory.
Type the path where the back office application is stored.
Note: This is available only if you have not selected Exact Enterprise SQL or Exact Globe 2000/Exact Globe at Type.
Type the company number, which is used for the import and export of data.
By default, New is selected and cannot be edited. This means that your payroll system is an upgraded version of the old payroll that is available for Exact Synergy.
Select the Reseller portal and/or Customer portal check boxes to allow the accounts receivable information to be displayed on the reseller and/or customer portal. This will allow the resellers and/or customers to view their financial information.
Type the invoice code that is stored by default in the exported invoices. When invoice requests are created in Exact Synergy Enterprise, they can be exported via the XML functionality to the back office system. The back office system will then generate the invoices with the invoice code defined.
Type or select a budget scenario for the division. However, you can search for the budget scenario only if the back office connection with Exact Globe Next for the division is configured correctly. The browser page will display the budget scenarios from Exact Globe Next for the division.
Select this check box to block other users without the function right 495 - Maintain CRM data when MainCRMBackOffice is set for current division (by default, users with the Administrator role have this function right) from creating and modifying accounts that belong to this division.
Select this check box if you want to hide this division in the financial and organization charts. Thus, you will not be able to view certain information such as the financial statement and status of the division.