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Exact Synergy Enterprise   
 

Viewing personal planning report

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Modules ? HRM ? Reports ? Planning ? Personal

Introduction

This page provides an overview of the personal planning of people based on the personal planning status.

You can also view the opening balance brought forward from the previous year, outstanding up-to-date balance, and the year-end balance of the absence entitlements for the people.

When the Apply expiry date check box is enabled on the HRM: Division – Entitlements page, the user will be able to see the number of entitlements and their expiry dates. To apply an expiry date for entitlements, the human resource personnel will need to enable the Apply expiry date check box and define the statutory and non-statutory entitlements for the employees, based on the respective expiry periods. For more information, see Adding or modifying entitlements for people or divisions.

Note:

  • The Expiring entitlements section will only be shown when there are entitlements that will expire for the selected year.
  • A maximum of 4 expiry dates will be shown for the selected year.

The Planned (Days) column shows the requests by days that have been planned for the individual types. These requests are still in the open status and awaiting approval. Under the Actual (Days) column, you will see the total requests by days for each type. These requests have been approved. Click the respective planning type in the calendar to edit the selected planning request.

Roles and rights

Users without any role can view their own planning (with public holidays indicated) and entitlements. Users with security level of 10 or higher can view other people's personal planning.

Note:

  • For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
  • For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 259 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I view the personal planning report of a person?

  1. On the HRM: Personal – Planning page, type the person code or select the required person at Person under the Criteria section. By default, the system will display the planning report of the current user that is logged on to the system.
  2. Define the rest of the fields.
  3. Click Refresh.
  4. Click Close to exit.

How do I view the planning report of a subordinate?

  1. On the HRM: Personal – Planning page, click Subordinates. For more information, see Viewing subordinates planning report.

How do I view the planning report of a project?

  1. On the HRM: Personal – Planning page, click Projects. For more information, see Viewing project planning report.

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Related documents

     
 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: 15.470.755
 Assortment:  Date: 18-08-2017
 Release:  Attachment:
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