HRM à Setup à Target agreement à Generate target agreement profile
You need to define the target agreement settings for either a corporate or division level before you can access this functionality. At this page, you can display a list of people based on the defined criteria and copy a target agreement profile to one person or more.
To copy the target agreement profile of the person defined at the Link section, select a person from the results, and then click Generate profiles. The status of the target agreement profile created will be displayed as Open. You can generate a request to initiate the target agreement review cycle immediately via a message box that will be displayed once the profile is created or via the Generate requests button.
Alternatively, you can also create the request manually at HRM à Setup à Target agreement à Generate target agreement request. Otherwise, you can wait for the background job to run. Once the background job is completed, a request will be generated automatically. Once the request is created, the status of the target agreement profile is updated to Draft.
To copy a target agreement profile from one person to other people, function right 95 — Maintain target agreement is required. By default, users with the HR role have this function right.
Notes:
The information on this document is based on product update 252.
Keep in mind:
o Click Yes if you want to create the requests to the respective reviewers immediately to inform them to perform the required reviews. You will be directed to the HRM: Generate target agreement requests page. The information in the Criteria section and the start date of the profile from the HRM: Generate target agreement profile page will be copied to the HRM: Generate target agreement requests page and the search results will automatically be displayed and selected. Then, click Create.
o If you do not want to generate the requests, click No. You can always generate the requests later by clicking Generate requests or go to HRM à Setup à Target agreement à Generate target agreement request. For more information, see Creating target agreement requests. Alternatively, you can wait for the requests to be generated automatically by the system and sent to the respective reviewers when the background job runs. For more information on the background job, see Exact.Jobs.Sys.Maint.dll.
Click this to display a list of people based on the criteria defined in the Criteria section.
Note: The list will only be updated if you have defined the Person: From and Target agreement fields. Once you have clicked this button, the name of the button will change to Refresh.
Click this to update the list of people according to the criteria defined in the Criteria section.
Note: The list will only be updated if you have defined the Person: From and Target agreement fields.
Click this to clear the defined criteria so that you can define a new list.
Click this to start copying the target agreement profile to the selected person.
Note: This button is enabled only when the mandatory fields have been filled in and at least one person is displayed in the results. The process will only be successful if the validity period of the target agreement profile that you are copying does not overlap with that of the existing target agreement profile of the selected person.
Click this to generate the requests for the reviewers based on the profiles generated. For more information, see Creating target agreement requests.
Note: This button is enabled only if you have clicked No when the message “Do you want to generate requests for the created profiles?” is displayed after the profiles have been created.
Click this to exit.
In this section, you can type or select the target agreement profile to be copied from, based on the defined personnel.
Type or select a person to copy the target agreement profile of this person to the selected person or people. This is mandatory.
Select a target agreement profile to copy this target agreement profile to the selected person or people. The options available for selection are based on the target agreement profiles defined for the selected person. By default, the latest target agreement profile of the defined person is displayed. This is mandatory.
In this section, you can define the details of the target agreement profile to be copied and the start date of the request to initiate the target agreement review cycle.
Type the description of the target agreement profile. If this field is left blank when the profiles are generated, the description will be generated automatically according to the following format “Target agreement profile <Person's full name> - Period <Profile start date> - <Profile end date>”.
Type or select the start and end date of the validity of the target agreement profile. The date must not overlap with the validity date of an existing target agreement profile. By default, the current date is displayed as the start date. This is mandatory.
Type or select the start date of the request to be created for the direct manager and/or other reviewers to initialize the target agreement review cycle. This is mandatory.
In this section, you can define the criteria of the person or people that you need to display. Only people that are linked to target agreement profiles that meet the defined criteria will be displayed.
By default, the division of the person who is currently logged on to the system is displayed. Type or select a division to display the people belonging to this division. If required, type or select a different division to display the people with target agreement profiles from this division. This information is mandatory.
Note: A division is a part of a primary business unit which operates under a different name. The primary business unit is legally responsible for all the obligations and debts of the division. Divisions are created at HRM à Setup à Organization à Divisions and you can also retrieve, view, or modify the information from the same location.
Type or select a cost center to display the people belonging to this cost center. Leave this blank to display the people belonging to any cost center.
Note: In Exact Synergy Enterprise, a cost center or a department is a part of a division with specific objectives and responsibilities. Cost centers are created at HRM à Setup à Organization à Cost centers and can also be retrieved, viewed, or modified from the same location.
Type or select a job group to display the people belonging to this job group. Leave this blank to display the people belonging to any job group.
Note: A job group defines the functional area of an organization in which the person is working. Job groups are created at HRM à Setup à General à Job groups and you can retrieve, view, or modify the information from the same location.
Type or select a job activity to display the people linked to this job activity. Leave this blank to display the people linked to any job activity.
Note: A job activity describes the responsibility of a job group. Job activities are created at HRM à Setup à General à Job activities and you can retrieve, view, or modify the information from the same location.
Type or select a job title to display the people with this job title. Leave this blank to display the people with any job title.
Note: A job title or designation describes the job activities or responsibilities of a person. Job titles are created at HRM à Setup à General à Job titles and you can retrieve, view, or modify the information from the same location.
Type or select an employee ID to display the selected person. Leave this blank to display all people.
Note: In Exact Synergy Enterprise, a person can belong to an employment type, which is Employee, Contractor, Student, or Temporary. Their personal details are created at HRM à Entry à HRM à Person and can be retrieved, viewed, or modified at HRM à Reports à People à People.
Type or select an employee ID to display the direct subordinates of the selected person.
Select the Employee, Contractor, Student, and/or Temporary check boxes to display the corresponding employment types of people. Clear all the check boxes to list people belonging to any employment type.
Type or select the date to display the people with the specified employment start date. Leave this blank to display the people with any employment start date.
Select the check box in the header of the listing to select all people at once. Otherwise, select the check boxes next to the employment IDs of the people to select only the particular people.
This column displays the employment IDs of people.
This column displays the names of people. Click the hyperlink to view the corresponding information.
This column displays the status of the target agreement profile generation after you have clicked Generate profiles:
This displays the direct manager of the person who is also a reviewer of his target agreement. Click the hyperlink to view the corresponding information.