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Exact Synergy Enterprise   
 

Linking, Deleting, Blocking, and Unblocking Work Schedule Groups

Introduction

At this page, you can do the following:

  • link a work schedule group to the selected people.
  • unlink work schedule groups from the selected people.
  • block work schedule groups from the selected people.
  • unblock work schedule groups from the selected people.

Note: The people are pre-selected at HRM/Setup/Schedules/Work schedule linking. The result will be effective from the defined start date onwards, until the start date of the next linking process.

Menu path

Go to HRM/Setup/Schedules/Work schedule linking. Select one person or more, and then click Link, Delete, Block, or Unblock to perform the corresponding action.

Roles & rights

To link, unlink, block, or unblock work schedule groups to or one people or more, function right 100 - Maintain default work schedule, 101 – Maintain company work schedule, or 102 – Maintain individual work schedule is required. Users with the HR role have the function rights. However, users with the HR assistant role also have function right 102.

For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.

Button

Save

Click this to link work schedule groups to the selected people.

Note: This is available only when you click Link at HRM/Setup/Schedules/Work schedule linking.

Delete

Click this to unlink work schedule groups from the selected people.
Note: This is available only when you click Delete at HRM/Setup/Schedules/Work schedule linking.

Block

Click this to block schedule groups from the selected people.

Note: This is available only when you click Block at HRM/Setup/Schedules/Work schedule linking.

Unblock

Click this to unblock work schedule groups with the Blocked status from the selected people.

Note: This is available only when you click Unblock at HRM/Setup/Schedules/Work schedule linking.

Reset

Click this to clear the defined criteria so that you can define new criteria and replace with the default criteria.

Close

Click this to exit and return to the previous page.

Description

Linking one work schedule group to one person or more

You can only link a work schedule group to a person if a minimum of one work schedule has been added to the work schedule group. A work schedule group can be modified although it is linked to a person. However, the modifications will not be reflected in the work schedule group that is linked to a person before the modifications are done. The modifications will only be reflected in the work schedule group if a person is linked to it after the modifications are done. Apart from that, you can only link the work schedule group(s) to active people.

You can also link more than one work schedule groups to a person by clicking the hyperlinks under the ID column at HRM/Setup/Schedules/Work schedule linking. For more information, see Linking Multiple Work Schedule Groups to a Person.

Select one person or more at HRM/Setup/Schedules/Work schedule linking, and then click Link. The following screen will be displayed:

Group name

Type or select a work schedule group to link the selected people to this work schedule group. This information is mandatory.

Effective date

Type or select a date to define the start date of the linking process. By default, the current date is displayed.

Day start

Select one of the options to define the start day of the linking process. The options start from 1 until the sum of total days from all work schedule groups that are linked to the selected people.

The Link: People section displays the IDs of the successfully linked people with the Active status. Even though you have selected people with Inactive or Blocked statuses, the system will disregard the people and proceed with the linking process. Once you click Save on this page to confirm the linking process, the confirmation screen will display the details of the linking process such as the division, effective date, start day, and ID(s) of the people who have been successfully linked. Clicking Save will automatically lead you to the functionality for generating MRS. This functionality is similar to that at HRM/Setup/Schedules/Generate: MRS. For more information see Generating MRS. Consequently, the work schedule group that starts on or after the effective date will be linked to the selected people.

Unlink

The following screen will be displayed when you click Delete at HRM/Setup/Schedules/Work schedule linking:

Effective date

Type or select a date to define the start date to unlink the work schedule groups from the selected people.

The Delete: People section displays the IDs of the selected people that are linked to the work schedule group. Once you click Delete on this page to confirm the deletion process, the effective date and the status per person is displayed. Consequently, the work schedule groups that start on the defined date or later and linked to the selected people will be unlinked.

Block

The following screen will be displayed when you click Block at HRM/Setup/Schedules/Work schedule linking:

Effective date

Type or select a start date to define the start date to block the work schedule group from the selected people.

The Block: People section displays the IDs of the selected people that are linked to the work schedule group. Once you click Block on this page to confirm the blocking process, the effective date and the status per person is displayed. Consequently, the work schedule groups that start on the defined date or later and linked to the selected people will be blocked.

Unblock

The following screen will be displayed when you click Unblock at HRM/Setup/Schedules/Work schedule linking:

Effective date

Type or select a start date to define the start date to unblock the work schedule group from the selected people.

The Block: People section displays the IDs of the selected people that are linked to the work schedules group. Once you click Unblock on this page to confirm the unblocking process, the effective date and the status per person is displayed. Consequently, the work schedule groups that start on the defined date or later and linked to the selected people will be unblocked, until one day before the start date of the next linking process, if any.

Related document

 

 

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 16.172.754
 Assortment:  Date: 08-12-2010
 Release:  Attachment:
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